Beruflich Dokumente
Kultur Dokumente
Mission Statement
TO BE ONE OF THE MOST TRUSTED AND GLOBALLY REPUTED FINANCIAL DISTRIBUTION COMPANIES.
Values
Customer-centric approach Honesty
EXPENSES
Office Furniture Computers Legal Charges Insurance Premium
COST
10,000 1,50,000 200000
Rent(6 months)
Deposit of office
services
Investment Planning Stock Tips, Childs Future Planning Income Tax Filing, Income Tax Planning Renewal Cheque Collection, Retirement Solutions Existing Status Of Investments, We offer investment guidance And Portfolio Management Services.
BOARD OF DIRECTORS
EXECUTIVES
EXECUTIVES
EXECUTIVES
HR MANAGER
IT MANAGER
HR MANAGER
The Market
GEOGRAPHICAL AREA Type of building, Zoning, Power and other utilities POTENTIAL CUSTOMERS MARKET PERCENTAGE TARGET CUSTOMER Age, Sex, Occupation, Income
Market research Primary Through market servey , making questionair, Surveys or focus group interviews , Yellow pages, Secondary Industry profiles, trade journals, newspapers, magazines, census data, and demographic profiles. This type of information is available in public libraries, industry associations
Market Summary
Summarize your market in the past, present, and future.
Review those changes in market share, leadership, players, market shifts, costs, pricing, or competition that provide the opportunity for your companys success.
Competition
COMPETITORS There are few competitors in the market like Bharat Nivesh Vista Finance Lotus
STRENGTHS
and
WEAKNESS
STRENGTHS Presently in the market since last few years having brand name and stake in public.
WEAKNESS Poor marketing strategy for new customers Weakned Services to pre n post buying customers. Unavailability of Information about products and services online as well as offline.
Barriers to entry
Capital costs (High-Less) Production costs (High-Less) Marketing costs(High-Less) Consumer acceptance and brand recognition Training and skills Unique technology and patents
Distribution Channels
Direct (mail order, Web, catalog) Own sales force Agents Independent representatives
Legal Environment
Licensing and bonding requirements
Permits
Health, workplace, or environmental regulations
Personnel
Number of employees Type of labor (skilled, unskilled, and professional) Where and how will you find the right employees? Quality of existing staff Pay structure Training methods and requirements
Four ps
Product Price Place Promotion
Financial Plan
Outline a high-level financial plan that defines your financial model and pricing assumptions.
This plan should include expected annual sales and profits for the next three years. Use several slides to cover this material appropriately.
Consultant or consultants
Mentors and key advisors
Resource Requirements
List requirements for the following resources:
Personnel Technology Finances Distribution Promotion Products Services
Key Issues
Near term
Identify key decisions and issues that need immediate or near-term resolution. State consequences of decision postponement.
Long term
Identify issues needing long-term resolution. State consequences of decision postponement.
If you are seeking funding, be specific about any issues that require financial resources for resolution.