MGMT20143 Think Big Project: Equity Portfolio Management Analysis

This project focuses on the establishment of Braithwaite Finance Limited, a consultancy service providing guidance on equity trading portfolios. It addresses the need analysis, target market, and product differentiation strategy, highlighting the company's competitive advantage through low investment and high return potential. The proposed business model is built upon nine key building blocks, emphasizing key activities, resources, partners, customer relationships, and value proposition. Critical success factors include maintaining long-term client relationships, achieving break-even within 2.5 years, and tracking organizational growth. The project also assesses the feasibility of the business idea by outlining approximate expenses and marketing mix strategies. Group work aspects, such as transparency, collaboration, and open communication, are discussed, leading to a conclusion that emphasizes economic growth and return on investment. The document includes a reference list.

THINK BIG

Introduction
• Entrepreneurship
• Competitive business environment
• Business models
• Business feasibility

The Need Analysis
• Identifying the market gap
• Personality Analysis
• Consultation services
• Startup business

Company name and Overview
• The name of the company to begin this business is
Braithwaite Finance Limited.
• This company has been launched in the year 2016
and they are planning to provide the customers with
the proper guidance for the equity trading portfolios.
• They will need to make a proper customer target
market based on the desires of the customers.
• They have planned to stay very active on the social
media to connect with the customers.

Target market
• Equity Consultancy
• Current portfolio
• Potential portfolio
• Lower income segments

Product Differentiation Strategy
• Competitive advantage
• Low investment
• High return on investment
• High business risks

Proposed Business Model
• Nine building blocks
• Key activities
• Key resources
• Key partners
• Customer relationships
• Value proposition

Critical success factors
• Making long term relationships with the
clients by retaining almost 80% of them
• Break even within 2.5 years of being set up
(Amit & Zott, 2012).
• The growth rate of the organizations should be
tracked. The advice rate should be around 75%
accurate.

Feasibility of the Business Idea
• Particulars
• Approximate expenses
• Recruitment costs and salaries of employees
• AUD 5000
• IT expenses – Bloomberg Terminal and live screen
• AUD 10000
• Rent and office infrastructure
• AUD 5000
• Sales, marketing and PR costs
• AUD 5500
• Office overheads
• AUD 2000
• Total
• AUD 27500

Marketing Mix
• Product
• Price
• Place
• Promotion

Group Work
• Transparency in teamwork
• Collaboration
• Open communication
• Resolving disputes

Cash Flow