MGMT20143: Equity Portfolio Management Business Pitch Presentation

This presentation provides a pitch for an equity portfolio management business, outlining the company's mission and vision to provide customers with the best experience in buying and selling equity shares. It emphasizes the compelling idea of friendly customer interaction to alleviate fears about investing in the equity industry. The pitch details how value can be created through stock exchanges and personnel, and asserts the feasibility of the business model, aiming for a breakeven point within the second year. It addresses the problem of low-income earners' awareness of penny stocks, offering a solution through a business idea that caters to their needs. The presentation highlights the competitive advantage of a trained team, revenue generation strategies, and future goals for global expansion. It concludes by summarizing the desire for global leadership and the need for customer trust, emphasizing the viability of the startup.

PITCH
Hi, I’m…..
From ...
Mission and vision of the company
The mission of the company is to “Provide the customers with the best experience for
buying and selling the equity shares”.
The vision of the company is to make sure that the customers can be able to earn high
profits and the culture of the organization can be very much motivating for the employees to
work better.
What is compelling about our idea? The compelling thing about our idea is that we will work
with the customers in a friendly manner and help them to get rid of all their fears about taking
risks in equity industry. Thus we can convince the customers about the idea and then we can get
the best results by making the customers invest more.
Where, how & whom could value be created? The value for the organization can be created in
the stock exchanges as the market shares can be evaluated there. If the customers are engaged
into this process, this will help them to invest more and earn high profits indeed. The value can
be created through the stock brokers, relationship managers and other personnel in this process.
Is our business idea is feasible? If yes, how it is feasible? Our business idea is much feasible as
we will try to reach the breakeven point within the second year of our business set up. We are
very much confident that our business strategies and process for launching our services will cater

to the needs of the customers. The customer service management will look to implement the
strategies for the betterment of the future of the business.
The problem we are solving is….. to make the low income earners aware of the penny stocks in
the equity industry.
Our solution is…. Build up a business idea that will solve the problems and cater to the needs
for the people who invest in equity shares
This is huge opportunity because…. Startups based on equity industry can meet the needs of the
various customers.
Our target customers are…. Especially people who invest in the equity shares for high return on
investments
Our competition includes…. The companies operating in the investment funds and equity share
industry
We are better because…. We have a team of trained and experienced employees who cater to
the meets of clients with their valuable knowledge.
We make money by….
 Providing the customers with high quality services
 We also aim to give the customers with high return on investments.
Our team can do this because…. This business startup idea is much viable. We can gain the
trust of clients by showing them the effective ways for treatment.

Next we will…. We want to spread worldwide so we can lead the path for this industry and lay
the foundation stone for many organizations.
What we need right now is…. We need the customers to trust us.
To summarize… We simply want to go global and be