Comprehensive Business Plan for Assets Management Business

This business plan came after adequate feasibility study of asset management business in Nigeria.

According to the Asset Management report which focuses on the activities of non-pension asset management companies in Nigeria and the various products offered in this space by Agusto & Co’s 2021, over 125 operators in the market manage collective investment schemes and segregated portfolios, regulated by the Securities and Exchange Commission (SEC) 

This plan contains the following together with financial projections and business ratios

Contents                                                                                                                             Page

1. 0 Executive Summary. 4

1.1 Industry Overview.. 4

1.2 The Company. 4

1.3 Products and Services. 4

1.4 The Market. 4

1.5 Financial Considerations. 5

1.6 Mission. 5

1.7 Management Summary. 5

1.8 Keys to Success. 6

2.0 Company Summary. 6

2.1 Company Ownership and Management. 6

2.2 Start-up Resources and Finance. 7

3.0 Products and Services. 8

4.0 Market Analysis Summary. 9

4.1 Market Trends. 9

4.2 Market Segments and Target. 9

5.0 Strategy and Implementation Summary. 10

5.1 Target Market Segment Strategy. 10

5.2 Competition and Buying Patterns. 11

5.3 Sales and Marketing Strategy. 11

5.4.2 Price: 12

5.4.4 Promotion: 13

5.5 Sources of Income. 13

6.0 Management Summary and Personnel Plan. 14

6.1 Job Roles and Responsibilities. 15

7.0 SWOT Analysis. 20

7.1 Sustainability and Expansion Strategy. 21

7.2 Check List / Milestone. 21

8.0 Financial Plan. 22

8.1 Break-even Analysis. 23

8.2 Projected Profit and Loss Account. 24

8.3 Projected Cash Flow.. 25

8.4 Balance Sheet. 26

8.5 Business Ratios. 27