ENTREPRENEURSHIP

TERM PROJECT
A Business Plan Presentation by group 2
 Contents

Executive About the Our Business Mission & Organisatio

Summary company Offerings Model Vision nal chart

Publicity &
Sources of Market Marketing &
Target market advertising
Income Analysis sales strategy
strategy
Executive Summary & Opportunity

H&H is a Wealth Management Partnership Firm registered, licensed, and accredited that will
be based in Bengaluru, India. We have secured a well-maintained office facility in a busy
business district in Bengaluru, India.

The company will handle all aspects of Wealth Management services such as large-cap
equity asset management, equity specialties asset management, fixed-income asset
management, alternatives asset management, and portfolio and wealth management
consultancy and advisory services.

About The Company
Maximise profits for partners
employees and clients.
Use Custom Algorithms and
new wealth Management
Tactics
Compete with top wealth
management firms in India
Wide range of services and
Products to provide modern
wealth management
solutions
Mission and Vision
01 MISSION 02 VISION
Our mission is to position Our vision is to build a
the business to become wealth management
one of the leading brands brand that will become
in the Portfolio cum one of the top choices for
Wealth Management individual and corporate
industry in the whole of clients in the whole of
India, and also to be India and throughout the
amongst the top 25 World.
wealth management
firms in India within the
first 15 years of
operations.
Our Offerings
Products & Services
Large-cap equity asset
management
Fixed-income asset
management
Equity specialties in asset
management
Alternative asset
management
Large-cap equity,
structured products
Equity specialties and fixed
income products
Related investment
consulting and advisory
services
Custom Algorithm
By building an algorithm
that works for you based
on various metrics like risk
appetite, investment
duration and investment
amount.
Wealth
Management
Solutions
Create valuable and
personalized experiences
with our innovative suite of
wealth solutions.
Investment and Advisory
Solutions
Asset Management
Solutions
Business Model
Keeping in mind the geographical landscape of India,
we have narrowed down the regions with the highest
number of High-Net-Worth Individuals and family
firms eager to enter the market and create
generational wealth.

In India, we will start our operation from Bengaluru,

and then move to other states like Mumbai, Delhi,
and Kolkata within the first six months of our
operations.

We have developed and patented our custom

algorithm which will be used as a driver to market
our brand while we derive maximum cash flow from
HNIs
Target
Market
Our target markets include
companies and investors who
have the necessary capital to
invest in start-ups and other
investment portfolios. We enter
the industry with business
concepts and investment
strategies that enable us to
generate good profits for
ourselves and our clients
High Net worth Individuals
25-45 Aged
Celebrities
Businessman and women
Small and medium scales businesses
Accredited Investors
Corporates
Startups
Investment Clubs
Top corporate executives
Corporate Organisations
Blue Chip Companies
Business Canvas Model
Channels Customer
Key activities Value Proposition
segments
Key partners Brokers
Allocationof Retail Risk reduction
asset Sales force team Retail Investors
professional
Celebrities Formulation of website Institutional
analysis
Businessman and investment portfolio Financial advisors investors
Investment
women performance Mobile app Startups
expertise service
Small and medium assessment Investment Clubs
outperforming
scales businesses Top corporate
the market
Accredited Investors executives
Key resources possibility Customer relationships
protection of Corporate
Staff Services through
portfolio in the Organisations
Mobile app mobile platform
market Blue Chip
Website Technical assitance
slowdown Companies
Information 24/7 support
Technology

Cost structure Revenue Streams

IT and communication infra maintenance Portfolio management service charges

Staff salary Management fees
Operation cost Transaction charges
Partnership management Commission
 Sources of Income
H & H Wealth Management generates revenue by providing the
following investment-related services and products:
Large-cap equity asset management
Fixed-income asset management
Equity specialties in asset management
Alternative asset management
Large-cap equity, structured products
Equity specialties and fixed income products
ETFs and passively managed products
Alternatives
Related investment consulting and advisory services

Another revenue stream is generated by selling of

customised investment Algorithms
Sales
Forecast
How we see H&H growing in the next 3 years

First Fiscal Year-: INR 50,50,00,000

Second Year-: INR 1,00,00,00,000
Third Year-: INR 2,00,00,00,000

This forecast is based on data that is available in

the industry and assumes that there are no major
economic disruptions and no major competitors
offering the same additional services like us in the
same location.

year 1 year2 year3

HNIs 10 20 40 clients

min investment 4 4 4 Cr

40 80 160 Cr

custom algorithms 30 100 200 sales

min price 0.05 0.05 0.05 Cr

1.5 5 10 Cr

Min Sales expected 41.5 85 170 Cr

 Market Analysis
Technical Feasibility
We will be using a
computer program that
follows a defined set of
instructions (an algorithm)
to place a trade. We will be
providing our customers
with different strategies on
the basis of risk appetite
and investment horizon.
Legal Feasibility
Is the project legally feasible?
Yes the business is legally
feasible as it does not
contradict any Indian
government Law
Are there any legal
requirements?
yes we need to comply with
government regulations
Marketing And
Sales Strategy
Experienced Team
We will hire industry experts to push our products
and services to achieve our sales targets

Advertisements
·Advertise our business in relevant business and
financial-related magazines, and newspapers.

Customised products
Create different packages for different categories of
clients, for example start – ups and established
corporate organisations
Publicity And
Advertising
Strategy
leveraging internet and social media
·Leverage the internet and social media platforms like;
Instagram, Facebook, Twitter, YouTube, Google + et al
to promote our brand

Sponsorships
·Sponsor relevant community-based events /
programs

Billboards
·Install our Billboards in strategic locations all around
Bengaluru.
 Organizational Chart

HRITIK CHAWLA
CEO

DEBASHREE
ADARSH JHA
MALLICK
CFO
CTO

YEDLA SURYA SHAILJA Harshit Agarwal

KUMARI NIDHI
VAMSI BABARIA Marketing and
Risk Manager
Wealth Manager HRM Sales
Thank you
Adarsh Kumar Jha (M121-22)
Babaria Shailja Ranchhodbhai (M133-22)
Debashree Mallick (M136-22)
Hritik Chawla (M150-22)
Kumari Nidhi (M155-22)
Yedla Surya Vamsi (M178-22)