Financial Advisor Business Plan

Our Financial Advisor Business Plan helps you to develop a comprehensive understanding of your proposed business to make a well-informed decision. We prepare investor-ready business plans, meaning it can be immediately presented to banks or financial institutions for your business finance needs. The business plans are developed by a team of Certified Business Consultants with over 25+ years experience in business consulting and establishing new businesses under the leadership and guidance of Mr. Venkadesh Narayanan, Principal Consultant, Fhyzics Business Consultants Private Limited, and President, PDMA-India [An Indian affiliate of PDMA, USA]. LinkedIn

Our business plans are prepared in alignment with the Business Analysis Schema 1.0 developed by Fhyzics Institute of Business Analysis and Research [FIBAAR]. Please click here to download your copy of Business Analysis Schema. Fhyzics is an Indian Affiliate of Product Development and Management Association (PDMA), USA; REP of International Requirements Engineering Board, Germany, and International Channel Partner of APICS, USA.

India has a diversified financial sector undergoing rapid expansion, both in terms of strong growth of existing financial services firms and new entities entering the market. The Mutual Fund (MF) industry in India has seen rapid growth in Assets Under Management (AUM). Total AUM of the industry increased 40 per cent year-on-year to hit a record Rs 23 lakh crore (US$ 358.78 billion) at the end of November 2017.At the same time, the number of Mutual funds (MF) equity portfolios reached a record high of 46.63 million, of which 7.6 million portfolios were added in 2017 till November. The financial sector in India is predominantly a banking sector with commercial banks accounting for more than 64 per cent of the total assets held by the financial system.

Financial Advisor as a field offers variety of Business opportunities such us Commercial Bank, Mortgage Bank, Micro – Finance Bank, Investment Bank, Insurance Company, Auditing Firm, Financial Planner, Develop and Sell Accounting and Banking Software Applications, Retail Finance Related Books, Blogging about Finance Related Topics, Publishing Finance Newspaper and Magazine, Financial Consulting Firm, Coaching Center to Prepare Students for Finance Related Certification Exams, Tax Consultant, Build Investment Tools, Budget Consultant, Risk Management Consultant, Financial analyst service, etc.

Once you place the order, one of our business consultants will reach out to you to gather the business requirements. Based on your requirements, the team of consultants will develop the business plan specifically for your proposed business. The completed business plan will be delivered to you within 5 business days in electronic format. This product is eligible for 30-Days Money Back Guarantee. For Terms and Conditions, please refer to FAQs. 

• You will get a scientifically-written, data-driven business plan in a well-structured format, which can be readily presented to angel investors or financial institutions or key stakeholders
• The business plan covers the various aspects of the business such as product or service definition, problem solved by the product or service, size of the market, product or service development strategy, vision and mission of the organisation, promoters profile, organisation structure, pricing strategy, revenue model, government regulations, licensing requirements, comprehensive risk assessment, operations model, business requirements (people, processes, systems, space and assets), sales and marketing strategy, market & business trends, raw material sourcing, capital and working-capital requirements, sales and profit estimations, 3-year forecast of P&L and Balance Sheet etc.
• Unlimited iteration on the original business plan for a period of 15 days from the date of purchase
• The size of the business plan will be around 50 pages

A detailed business plan with intense work on competition and risk. Click here for more details.

The most elaborate form of the business plan with process identifications, process mapping, business model canvas etc. To learn more about business plan pro, please click here.

A well-structured template with a comprehensive list of sections that a business plan must contain along with explanations. For more details, please click here.

Business plan guide contains 500+ questions that you must answer to develop a sound business plan. It also contains a list of time-tested best practices for creating a successful business plan. For more details, please click here.