Business Proposal: Stock Broker Market Analysis and Financial Services

This business proposal outlines a plan for a stock broker market, addressing the motivation for the business, the process of generating the idea, and conducted feasibility studies. It details the services offered, including financial advice, investment planning, and research. The proposal identifies potential market opportunities, emphasizing the demand for accurate information and personalized investment management. The business model focuses on expert advice and building trust. The proposal includes financial projections, organizational structure, and a vision for future growth, aiming to become a global financial advisory firm. It also discusses the marketing mix and the importance of a valuation strategy in the financial investment services industry. The proposal concludes with a reference list of relevant sources.

Business
proposal on
(Stock Broker
Market)

Introduction
In this business proposal I will be discussing the following;
Motivation for choice of business
The process you went through to generate this business idea
Feasibility studies conducted
Details of the product/service to be offered
Potential market opportunities
Attractiveness of the industry
Vision for your business

Motivation for choice of business
A stock broker is a professional at providing financial advice. In this sense they are
familiar with the multifaceted nature of the market and discover the focal points,
weaknesses, risks and benefits identified by the corporate vehicle budget structure.
Many traders face losses due to wrong advice or incomplete information by agents or
brokers. Customers have lose their faith in agents due to bearing losses; as at the
time of opening account, these brokers make promises that they will give right and
profit making call but in reality it doesn’t happen.

Process you went through to
generate the business idea
Internet research, mind maps and analyses of own skills have been used to reach at
conclusion and deciding about which business has to be started.
Techniques:
Internet research: Internet browsing is the act of using Internet data, especially
free data on the World Wide Web, or web-based resources (such as collecting internet
conversations) in search.
Mind Maps: A brain map is an image that has been used to organize data externally.
A brain map is advanced and shows the connections between the parts of the whole.

Details of the product/service to be
offered
A wide range of global business segments will be offered to part of a regular UK private buyer and it is worth considering
whether the exchange squares of £ 2,500 are at least 5,000. The costs of converting the money will be lower and for
those customers who come in for one year they will get one 5% discount on different administrations.
Various services provided by Company will be:
1. Financial advice
2. Help assessing in current financial situation
3. Set clients financial goals
4. Advice on buying and selling securities
5. Making Recommendations
6. Provide research
7. Compile tailored investment plans

Feasibility studies conducted
- The business is viable and feasible as a small team of 6 experts with one chartered accountant is enough to start the business. There’s huge market gap for
accurate broker service which makes this business profitable and high demanded.
- Yes, business idea is worth pursuing because investors are hopeless in getting right advice and complete information. Other broker firms failed to give proper
advice because they failed to understand what investors really wants. These firms only focus on quantity not quality.
Product/service feasibility
• Components of a financial feasibility analysis
• Financial feasibility should include the following elements:
• Calculation of overall project cost and needed start-up cash;
• Identification and analysis of available budget for project development;
• Financial rates of return (Profit Margin, Return on Assets, Return on Equity, Return on Sales, etc.);
• Predicted growth of sales during the first 5-7 years in a clearly defined niche market;
• Cash flow predictions and liquidity;
• Pro forma financial statements;
• Historical and industry averages, financial performance of similar businesses;
• Assumptions made regarding inflation rate, discount rate, depreciation;
• Annual Debt Service Cover Ratio and Loan Life Cover Ratio.

Feasibility studies continued ..
Organizational feasibility
- Business has sufficient expertise in the form of 2 financial specialized interns, 3 experienced agents of
stock market and 1 chartered accountant having experience in stock market of more than 3 years.
Chartered accountant is recruited based on salary + 20% stake in company’s revenue.
Financial feasibility
- Startup cash needed:
- FINRA registration: £15,000
- State registration: : £10,000
- Consultants: : £25,000
- Employees: : £30,000
- Deposit to clearing firms: £20,000 Total: £100,000

Potential market opportunities
Potential market opportunities
More people in UK are concerned about passive income in limited budget. Every
investor wants their money to work from them. But after the crisis of 2008; where giant
banks get bankrupted have raise a fair into the mind of clients about whether to take
risk or not.
In stock broker market; there is huge gap in providing near to accurate information’s to
client on real time basis. Booking stock on current call basis where variation in stock
prices records in less than second is not possible. To alternate this; investors trading
account will be managed by team itself and if investors have a time and want advice
on particular stock will also assist by experts by doing proper market research.

Attractiveness of the industry

Vision of your business
In future company will become billion pounds organization and attract clients from
across the world.
The main growth USP is experts advice and trust on team; hence, franchise will not be
given but new branch will be opened with those candidates who are able to complete
the six months training and pass the exam.
The vision is to become global company giving advices about not only London stock
exchanges but the local stock exchange of particular country.

Conclusion
Trying to define the marketing mix in Financial Investment Services Companies, due to the
characteristics of shared funds, which were the sources of fundamental analysis, it is possible to pursue
the following conclusions:
The promotion mix for financial investment services companies is decided entirely on the basis of 7 parts;
A valuation strategy should be considered in times of security or financial development. In the event of
an emergency that will not result in imminent differences in different types of costs, as a result of which
the market is tightly regulated, this strategy of financial investment services companies has an impact
between competitions;
Given the current pattern of viewing the web in all aspects of a move, it is common for internet exchange
rates to take action. Linked to this model and how advertising should be provided tools to reach
speculators.

Reference list
McKeever, M., 2016. How to write a business plan. Nolo.
McKeever, M., 2011. How to write a business plan.
Bean, J.J., 2002. Beyond the Broker State: Federal Policies Toward Small Business, 1936-1961. Univ of North
Carolina Press.
Mason, C. and Harrison, R., 1996. Why'business angels' say no: a case study of opportunities rejected by an
informal investor syndicate. International Small Business Journal, 14(2), pp.35-51.
Yanyan, G., 2018. Diversification and reduction of loss of food: a business plan for production of avocado oil in
Kenya for the Chinese market (Doctoral dissertation).
Amoozad Mahdiraji, H., Hafeez, K. and Razavi Hajiagha, S.H., 2020. Business process transformation in financial
market: A hybrid BPM‐ELECTRE TRI for redesigning a securities company in the Iranian stock market. Knowledge
and Process Management, 27(3), pp.211-224.
Qadir, R., 2020. Small Businesses in Developing Markets Funding Options & Reasons.
Nowiński, W. and Kozma, M., 2017. How can blockchain technology disrupt the existing business
models?. Entrepreneurial Business and Economics Review, 5(3), pp.173-188.