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8/18/2019 Business Plan on Financial Advisory Services
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ENTREPRENUERSHIPMANAGEMENT
BUSINESS MODEL OF FINANCIALADVISORY FIRM
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Service Industry
Name o t!e "rm# Zee Financial Advisory Services $o set u% venture in "nancia& advisory services as 'e&& as
tradin( 'it! "nancia& %roducts)
*ee Financia& Advisory services 'i&& %rovide mu&ti+"nancia&re&ated services under one roo ot!er t!an ,an-in()
.e 'i&& %rovide distinctive and %erormance drivenstructured %roducts to c&ients as %er t!eir o'n re/uirementta-in( into consideration t!eir ris- a%%etite)
A&so 0roessiona& advice or construction o c&ients %orto&io1 $a2 %&annin(1 M 3 A1 4ed(in( instruments etc)
Business Idea
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Cor%orations
Ban-s and Financia& institutions
Individua&s
Bro-ers1 re(istrars and ot!er syndicate mem,ersUnder'riters
Active players in the maret !Anand Rat!i1 5ota-1 SBI ca%ita&1 ICICI direct1 4SBC1
Em-ay (&o,a&1 Desai associates etc)
Ot!er Nationa& Ban-s1 50O1
Tar"et #lients andintermediaries!
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Arran(in( M 3A
0ro6ect "nance
0ro6ect a%%raisa&
0orto&io mana(ement
Investment advisorAssets and &ia,i&ities mana(ement
Cor%orate Restructurin( services and t!eir va&uation
E/uity researc!
Derivatives tradin( and structured "nance %roducts)4ed(e unds advisory and mana(ement7A&so CDS8
$a2 %&annin(7cor%orate and individua&8
Arran(ement o VC10E or ne' com%anies9entre%reneur
Services Covered#
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0!ases o Business9Mar-etCovera(ePune, Later Extended to Mumbai Suburbs ( 0-5years)
Phase$
Phase%
Phase&
Phase '
(ocation !P)ne0!ase I# start u% 'it! "nancia& advisoryservices to Individua&s and SME)0!ase II# Ba( &icense rom RBI or dea&in('it! ot!er Non+Ban-in( "nancia&
services)
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S $ R E N : $ 4 S #
O F F I C E L O C A $ I O N
C O N $ A C $ S
.EA5NESSES
CYCLICAL MAR5E$ $RENDS4IRIN: LO. SCALE
FINANCIAL E;0ER$S LAC5SMAR5E$ E;0ERIENCE
O00OR$UNI$IES
SCO0E FOR IN$RODUCIN:NE. FINANCIAL 0RODUC$S
EMER:IN: NE. INDUS$RIESAND SME<S
:OV$) LICENSIN: 0OLICY
$ 4 R E A $ S C O M 0 E $ I $ I O N F R O M B I :
0 L A Y E R S
E C O N O M I C 0 O L I C Y
S.O $
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Initia& E2%enditure
O=ce ,ui&din( 7>?? S/)Ft)8 @??????Com%uters and
E/ui%ment ?????Licensin( ee >????Insurance ????
R 3 D @????Sot'are Insta&&ation ????&e(a& E2%) ????
Broc!ures ???? $ota& @@????
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Funds contri,ution
Partic)lars Amo)nt
O'ners Contri,ution ??????
Borro'in(s @??????
$ota& ca%ita& re/uired ??????
Anay7Me8 ?G
Re&atives ?G
An(e& Investors ?G
Ban- @G
Credit Co+o%eratives HG
So)rces o* Finance
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0ro"ta,i&ity
Partic)lars +$ +% +& +' ,ear % ,ear & ,ear ' ,ear -
Sales'-..
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(ess!Fi5ed cost
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THAN9 ,:U
