Prime Financials

BUSINESS PLAN PRESENTATION

Mission Statement
TO BE ONE OF THE MOST TRUSTED AND GLOBALLY REPUTED FINANCIAL DISTRIBUTION COMPANIES.

Values
Customer-centric approach Honesty

Meritocracy (employee point of view)

Solidarity (relationship) Corporate Social Responsibility

EXPENSES
Office Furniture Computers Legal Charges Insurance Premium

COST
10,000 1,50,000 200000

Rent(6 months)
Deposit of office

Products and Services

Product Life Insurance, General Insurance, Mutual Funds, Fixed Deposits, Bonds, Stocks LIFE INSURANCE - ICICI Prudential, Birla Sun Life, Bajaj Allianz, Kotak, SBI, LIC, Aviva, Reliance, MET Life, Max New York and others GENERAL INSURANCE Bajaj Allianz, Star Health, Iffcotokio, ICICI Lombard, Tata Aig, Oriental Insurance, New India, National, United India, Bharati Axa, Future Generalli and others... MUTUAL FUNDS All Companies FIXED DEPOSITS @ 11% & 12%

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

SALES MANAGER OF LOAN

SALES MANAGER OF INSURANCE AND MUTUAL FUND

SALES MANAGER OF STOCK AND BONDS

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.

COMPETITVE & SUBSTITUTE PRODUCTS/ SERVICES

Customer Quality , Product Quality , Price , Location ,Promotion ,Persuasionpersonal selling, Satisfaction guarantee/product warranty, Distribution, accept credit cards

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

Special regulations covering your industry or profession

Zoning or building code requirements Insurance coverage Trademarks, copyrights, or patents (pending, existing, or purchased)

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

Goals and Objectives

List five-year goals State specific, measurable objectives for achieving your five-year goals.
List market-share objectives. List revenue/profitability objectives.

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.

Professional and Advisory Support

Board of directors Management advisory board Attorney Accountant Insurance agent Banker

Consultant or consultants
Mentors and key advisors

Resource Requirements
List requirements for the following resources:
Personnel Technology Finances Distribution Promotion Products Services

Risks and Rewards

Summarize the risks of the proposed project and how they will be addressed. Estimate expected rewards, particularly if you are seeking funding.

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.