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    Business Plan On Financial Advisory Services

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    Paras Gharat
    This document provides a business plan for a proposed financial advisory firm called Zee Financial Advisory Services. The summary is as follows: Zee Financial Advisory Services will provide a range of financial services to corporations, banks, individuals, and other clients. These services will include portfolio management, investment advising, tax planning, mergers and acquisitions support, and derivatives trading. The business aims to initially operate in Pune, then expand to Mumbai. It forecasts growing sales over its first five years of operation, with profits expected to increase each year as well. The plan outlines the services, target clients, competitors, strengths, weaknesses, opportunities, threats, costs, funding sources, and projected financial performance for the new financial advisory business.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Business Plan On Financial Advisory Services

    Uploaded by

    Paras Gharat
    113 views10 pages
    This document provides a business plan for a proposed financial advisory firm called Zee Financial Advisory Services. The summary is as follows: Zee Financial Advisory Services will provide a range of financial services to corporations, banks, individuals, and other clients. These services will include portfolio management, investment advising, tax planning, mergers and acquisitions support, and derivatives trading. The business aims to initially operate in Pune, then expand to Mumbai. It forecasts growing sales over its first five years of operation, with profits expected to increase each year as well. The plan outlines the services, target clients, competitors, strengths, weaknesses, opportunities, threats, costs, funding sources, and projected financial performance for the new financial advisory business.

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    Financial advisory

    Original Title

    Business Plan on Financial Advisory Services

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    This document provides a business plan for a proposed financial advisory firm called Zee Financial Advisory Services. The summary is as follows: Zee Financial Advisory Services will provide a range of financial services to corporations, banks, individuals, and other clients. These services will include portfolio management, investment advising, tax planning, mergers and acquisitions support, and derivatives trading. The business aims to initially operate in Pune, then expand to Mumbai. It forecasts growing sales over its first five years of operation, with profits expected to increase each year as well. The plan outlines the services, target clients, competitors, strengths, weaknesses, opportunities, threats, costs, funding sources, and projected financial performance for the new financial advisory business.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    113 views10 pages

    Business Plan On Financial Advisory Services

    Uploaded by

    Paras Gharat
    This document provides a business plan for a proposed financial advisory firm called Zee Financial Advisory Services. The summary is as follows: Zee Financial Advisory Services will provide a range of financial services to corporations, banks, individuals, and other clients. These services will include portfolio management, investment advising, tax planning, mergers and acquisitions support, and derivatives trading. The business aims to initially operate in Pune, then expand to Mumbai. It forecasts growing sales over its first five years of operation, with profits expected to increase each year as well. The plan outlines the services, target clients, competitors, strengths, weaknesses, opportunities, threats, costs, funding sources, and projected financial performance for the new financial advisory business.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 10

    ENTREPRENUERSHIP

    MANAGEMENT
    BUSINESS MODEL OF FINANCIAL
    ADVISORY FIRM

    Business Idea
    Service Industry
    Name of the firm:

    Zee Financial Advisory Services

    To set up venture in financial advisory services as well as

    trading with financial products.


    Zee Financial Advisory services will provide multi-financial
    related services under one roof other than banking.
    We will provide distinctive and performance driven
    structured products to clients as per their own requirement
    taking into consideration their risk appetite.
    Also Professional advice for construction of clients portfolio,
    Tax planning, M & A, Hedging instruments etc.

    Target Clients and


    intermediaries:
    Corporations
    Banks and Financial institutions
    Individuals
    Brokers, registrars and other syndicate members
    Underwriters

    Active players in the market :


    Anand Rathi, Kotak, SBI capital, ICICI direct, HSBC,
    Emkay global, Desai associates etc.
    Other National Banks, KPO,

    Services Covered:
    Arranging M &A
    Project finance
    Project appraisal
    Portfolio management
    Investment advisor
    Assets and liabilities management
    Corporate Restructuring services and their valuation
    Equity research
    Derivatives trading and structured finance products.
    Hedge funds advisory and management(Also CDS)
    Tax planning(corporate and individual)
    Arrangement of VC,PE for new companies/entrepreneur

    Phases of Business/Market
    Coverage
    Pune, Later Extended to Mumbai Suburbs ( 0-5years)
    Phase 4
    Phase
    3
    Phase
    2
    Phase
    1

    Location :Pune
    Phase I: start up with financial advisory
    services to Individuals and SME.
    Phase II: Bag license from RBI for dealing
    with other Non-Banking financial
    services.

    STRENGTHS:
    OFFICE LOCATION
    CONTACTS

    WEAKNESSES
    CYCLICAL MARKET TRENDS
    HIRING LOW SCALE
    FINANCIAL EXPERTS LACKS
    MARKET EXPERIENCE

    OPPORTUNITIES
    SCOPE FOR INTRODUCING
    NEW FINANCIAL PRODUCTS
    EMERGING NEW INDUSTRIES
    AND SMES
    GOVT. LICENSING POLICY

    THREATS
    COMPETITION FROM BIG
    PLAYERS
    ECONOMIC POLICY

    SWO
    T

    Initial Expenditure
    Office building (800 Sq.
    Ft.)
    Computers and
    Equipment
    Licensing fee
    Insurance
    R&D
    Software Installation
    legal Exp.
    Brochures
    Total

    4000000
    300000
    80000
    20000
    40000
    250000
    30000
    20000
    4740000

    Funds contribution
    Particulars

    Amount

    Owners Contribution

    1000000

    Borrowings

    4000000

    Total capital required

    5000000

    Sources of Finance

    Credit Co-operatives; 16%

    Anay(Me); 20%

    Bank; 24% Relatives; 20%


    Angel Investors; 20%

    Sales Pr0jection and


    Profitability
    Particulars

    Q1
    Q2
    Q3
    Q4 Year 2 Year 3 Year 4 Year 5
    4500 4950 5692 6209 26000 29900 34385 39542
    00
    00
    50
    28
    00
    00
    00
    75

    Sales
    Less:
    Variable 8100 8910 1024
    Exp.
    0
    0
    65
    Contributi 3690 4059 4667
    on
    00
    00
    85
    Less:
    3000 3000 3000
    Fixed cost 00
    00
    00
    6900 1059 1667
    EBIT
    0
    00
    85
    Less:
    1500 1500 1500
    Interest
    00
    00
    00
    8100 4410 1678
    EBT
    0
    0
    5
    Less: Tax

    0
    -

    0
    -

    1117
    67
    5091
    61
    3000
    00
    2091
    61
    1500
    00

    46800
    0
    21320
    00
    12000
    00
    93200
    0
    60000
    0

    53820
    0
    24518
    00
    12000
    00
    12518
    00
    60000
    0

    61893
    0
    28195
    70
    12000
    00
    16195
    70
    60000
    0

    71177
    0
    32425
    06
    12000
    00
    20425
    06
    60000
    0

    5916 33200 65180 10195 14425


    1
    0
    0
    70
    06
    1774
    19554 30587 43275
    5035
    8
    99600
    0
    1
    2

    THANK YOU

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