Building a business plan - Must for SMEs

1. Religare Finvest Limited
Building A Business Plan
M u s t f o r a n S M E

2. Need For A Business Plan?

3. Purpose
Roadmap
Outlines the roadmap to achieve
both short & long term objectives

4. Helps present business
strategies to external audiences
to generate funding.
Provides an operational framework
that allows business to enjoy distinct
competitive advantages
States a company’s vision, mission and
financial goals and helps sharpen
business focus.
We offer a complete suite of financial products
Competitive Advantage
Prioritize
Generate Funding
Objective
T h r e e K e y B e n e f i t s

5. Creating a Business Plan…

6. Key Components of a Business Plan
Making a business plan
plays a pivotal role in the
success of the firm and
thus needs to be followed
with a scientific approach
Executive Summary
Vision & Mission
Growth Prospects
Should be the reflection of the business and help
understand the key facts about the business .
This section outlines vision & mission clearly and
provides description of business structure.
Define market size, structure, growth prospects. List
out the key competitors in the market, and assessing
their relative strengths and weaknesses
1.
2.
3.

7. Key Components of a Business Plan
Products & Services
Sales & Marketing
Operations
This section contains the description of the products
and services that the business will supply to its
customers.
This section, should detail out one’s sales and
distribution plans.
This section details out the manufacturing or service
delivery process, including what equipment or
machinery will be used, etc.
4.
5.
6.
Making a business plan
plays a pivotal role in the
success of the firm and
thus needs to be followed
with a scientific approach

8. Key Components of a Business Plan
 A well structured plan helps understand all aspects of the business.
 Business plan helps gauge actual performance against business goals.
Organization Structure
Financial
Detailing the organization structure, roles and
responsibilities of senior management and the overall
manpower requirements.
This section is the backbone of the plan as the overall
capability of the business is mirrored here. Sound
financials are key to raising capital in the form of
equity or for obtaining loans.
7.
8.
Making a business plan
plays a pivotal role in the
success of the firm and
thus needs to be followed
with a scientific approach

9. Reviewing Business Plan…

10. Reviewing Business Plan
 Review your plan regularly
 Valid only for a finite period: 1-2 years at best
 Adapting to changing market conditions
 Helps frame an action plan for the next steps
Validity…

11. Seeking Help…

12. Getting Help…
 Professional help
 Chartered Accountants
 Qualified Consultants
 Banks or NBFCs
W h o C a n H e l p
Self-help gives a great insight into your business

13. Kavi Arora
Kavi Arora is Managing Director & Chief Executive Officer at Religare
Finvest Limited managing the Small and Medium Enterprises (SME)
focused commercial lending business.
With a commitment to helping realize the dreams of India’s
entrepreneurs, he spear heads the company’s vision of partnering with
their clients as they grow to new heights. Imbibing his vision of ‘In The
Customers Success Lies Our Success’, Religare Finvest Limited has
achieved a commendable success.
About the Author…
Read the complete article at: http://www.religarefinvest.com/admin/Resources/Project_Pdf_File/12MSME_Business_July_2012.pdf

14. +91-9582218813 – Mohit Gupta
marketing.rfl@religare.com ;
mohit.gupta@religare.com
Thank You