3. Research Methodology
Research Design
Nature Of
Research
Data Collection
Source
Data Collection
Method
Data Collection
Tool
Exploratory Primary Qualitative Interview
4. Product Analysis
PROD
UCT
1 2 3 4 5 6 7 8 9 10
FIGL
O
Yes Yes Yes Yes No Yes Yes Yes Yes yes
FINA
NTIX
Yes Yes Yes Yes No Yes Yes Yes Yes Yes
IPRU
Touch
Yes No Yes Yes Yes Yes Yes Yes No No
iAdvis
e
Yes No Yes Yes No Yes Yes Yes No No
1)CRM
2)Onboarding
3)Financial Planning
4)Market data & analysis
5)Trading
6)Portfolio Analysis & Management
7)Reporting
8)Publishing
9)Client Contact
10)Client Meeting
5. SWOT ANALYSIS
STRENGTHS
Enables the advisor to guide the investor to
make a better informed decision.
Complete paperless procedure.
One stop view of customer’s portfolio.
Access to latest news article, videos, and
investor’s statement of account becomes very
handy.
Tools & Calculators for better decision making.
WEAKNESSESS
Not available on mobile phones- IPhones &
Windows based phones.
Lack of transactional Capability-first level
documentation is still offline.
It does not support business specific
applications and requirements.
OPPORTUNITIES
Should have access to official blog.
Inclusion Information about NAV.
Inclusion of Goal Planner, EMI Calculator &
Savings Calculator in Tools & Calculator
section.
App Demo function can be added.
Trading module can be added.
THREATS
Customized version is available from the
competitor.
Universal connectivity and configurable
features are available in other apps.
Trading feature is available with the
competitor.
6. STPD
SEGMENTING
Banks:-Public, Private, RRB’s,
Cooperative.
NBFC’s:-IDBI,SIDBI,IFCI, ECGC etc.
Mutual Funds:-Public & Private,
Brokerages
Insurance & housing Finance
Companies:-UTI, LIC etc.
TARGETING
Targets are Private Banks , AMC’s &
Brokerage Houses.
Differentiated Marketing Strategy.
Positioning
Ease of Communication & Increased
Productivity.
Differentiation
Easy to use.
Reliable & Responsive.
STPD
8. MARKETING MIX
Expected product &
Augmented or Potential
product
Selective Distribution
Penetration & Product
Line pricing
Internet
Tech Shows
Advertising
9. Recommendations
Inclusion of trading feature is a must.
Should be on various platforms.
App Demo & Training Module should be
added.
Should have access to official blog &
Social networking websites.
10. Conclusion
Leader in the market.
Increase in sale of mobile app and its
impact on revenue.
Achievement of at least 15 customers in
1 year.
Increase in brand value.
