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 Compete with top wealth

employees and clients. management firms in India

Wide range of services and

Use Custom Algorithms and
Products to provide modern
new wealth Management
wealth management
Tactics 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 Custom Algorithm Wealth
Large-cap equity asset By building an algorithm Management
management that works for you based Solutions
Fixed-income asset on various metrics like risk
management appetite, investment Create valuable and
Equity specialties in asset duration and investment personalized experiences
management amount. with our innovative suite of
Alternative asset wealth solutions.
management Investment and Advisory
Large-cap equity, Solutions
structured products Asset Management
Equity specialties and fixed Solutions
income products
Related investment
consulting and advisory
services
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
High Net worth Individuals
Market 25-45 Aged
Celebrities
Our target markets include
Businessman and women
companies and investors who
Small and medium scales businesses
have the necessary capital to
Accredited Investors
invest in start-ups and other
investment portfolios. We enter
the industry with business
concepts and investment
strategies that enable us to Corporates
generate good profits for Startups
ourselves and our clients 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 Legal Feasibility

Is the project legally feasible?

We will be using a
computer program that Yes the business is legally
follows a defined set of feasible as it does not
instructions (an algorithm) contradict any Indian
to place a trade. We will be government Law
providing our customers
with different strategies on Are there any legal
the basis of risk appetite requirements?
and investment horizon.
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)