Identify Expansion opportunities & establish strategic roadmap

for Growth A Financial Services Company

CASE STUDY

Client Overview: The client is a private limited firm in the NBFC sector dealing in financial planning, investment advisory & investment execution services.

The company has established credibility evident through repeat business and referrals from existing clients.

Background: • Company started its 'operations in 2009 with a decades experience of founders in the

financial services and insurance sector.

• Company lacked clarity on what changes in the current business model will result in growth & what should be right strategic focus and approach.

• One of the major challenge we to find alternate revenue sources to offset contraction of commission & brokerage business due to changes in regulatory framework.

Proposed Outcome: • Achieve 5 times growth in next 3 years. • Establish expertise & creditability of the company to be reckoned as a “go to” company. • Explore opportunities to expanding operations through alternate strategies. • Devise ways of creating awareness on Benefits of Financial Planning & establishing Brand

expertise. • Establish detailed annual action plan

Intervention: • Review of current business model vis-à-vis 360 degree view of market opportunities,

customer segments, channels, service positioning & pricing strategy • Established a strategic roadmap with concrete month wise action plan across 4 major areas

of Market segment, Branding, Enhancing the service delivery model & creating differentiator as well as differential pricing strategy.

• One of the recommendation was on establishing a franchisee model & strategy to overcome the loss of brokerage business.

• The execution plan includes monthly progress review meeting, quarterly analysis of actions and outcome through establishing metrics to track the outcome of strategies.

Outcome & Status: • Phase IA is complete with initiating the following actions-

• Starting periodic Financial Planning workshops • Creating a dedicated service model for corporate clients and initiating engagement • Enhancing the service deliverables

• Phase IB consisting of enhancing the online and social presence, accelerating engagement with corporate and establishing partnerships and alliances in progress.

• Phase II actions will focus on expanding the customer segment & markets. • Detailed Annual Plan with milestones are established and the project has so far achieved it’s

planned milestones.

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