Is personal finance underserved in Vietnam?

•

0 likes•34 views

Personal finance is getting hot recently: the year 2021 shows the growth in personal saving account was at 3.08% - the lowest since 2012. The previous average growth was at 13.45% annually. That statistics shows the possibly radical shift to alternative personal investing methods such as stock market or real estate. But is personal finance industry in Vietnam ready for this shift? Let's find out. Finpedia: finpedia.vn

Business

IS PERSONAL FINANCE
UNDERSERVED IN VN?
1

NERDWALLET CASE STUDY & US MARKET
2
Overview Competitor Landscape & Differentiation
Established
2009
IPO-ed
Nov 2021
Market Capitalization
$ 856 Mil
Business Model
• Personal finance advisory
• Financial product review
• Affiliate commission
Traffic/month
24 Mil
Revenue
$ 245 Mil (2020)
Traffic/month
73 Mil
Traffic/month
13 Mil
Traffic/month
12 Mil
Traffic/month
15 Mil
Differentiation Revenue
$ 865 Mil (2021)
Revenue
N/A
Revenue
$ 434 Mil (2016)
Revenue
$ 100 Mil (2018)
CONTENT
Differentiation
Analytics Tool
Chatbot
Differentiation
Analytics Tool
Mobile App
Differentiation
Content
Networks of sites
Differentiation
Software
Content
Acquired
These companies are usually backed up by huge financial or media groups for synergy

PERSONAL FINANCE LANDSCAPE IN VIETNAM
3
Notable
Competitor
Highlight
Financial Product Review & Comparison Site Personal Finance App
Notable
Competitor
Established
2017
Business Model
Fractional Trading App
Micro Investing
Highlight
Established
2019
Business Model
Fractional Trading App
Micro Investing
Established
2021
Business Model
Fractional Trading App
Micro Investing
Established
2014
Established
2020
Traffic/month
1 Mil
Traffic/month
1.1 Mil
Business Model
Product Review
Product Comparison
News
Business Model
Product Review
Product Comparison
Blog
Product Review & Comparison websites are dull and in lack of educational aspect
There is no dominant player on this area yet
These website are flexible to integrate new tools & technology to make them
relevant to the users’ needs! Case studies include Credit Karma; Mint; etc.
Investor
UOB Venture
Ncore Ventures
CyberAgent
Capital
Investor
N/A
Investor (4)
Insignia Ventures
H2 Ventures
Investor (13)
Sequoia Surge
Y Combinator
Investor (7)
Y Combinator
Goodwater Capital
Fractional Trading & Micro Investing Apps are hot trend reflecting the Millennial
& Gen Z demand for alternative investment methods & new ways of thinking,
i.e., early retirement
Lack in educational aspect, rely on trend
High CAC due to pure B2C model

IVALUE – SMART INVESTING
4
Raisons d'être Growth Plan
Established
2021
Business Model
• Personal Finance Knowledge Sharing
PLATFORM
• Financial Product Reviews & Comparison
>>> Affiliate Commission
• Financial Advisory Service
Target Audience
• Stock Market F0, F1
• Personal Finance Enthusiast
• F.I.R.E Enthusiast
Content
• Knowledge Sharing – on going
• Category Expansion – on going
• Financial Product Review & Comparison –
coming up
• Courses – coming up
PRODUCT
TRAFFIC ACQUISITON
Tool & Feature Development
• Analytics Tool & Various Calculator –
planning
• Personalization Software – planning
• Mobile App - planning
Platform
• Youtube Channel: working on, launch soon
• Tik Tok: launch soon
• Crypto Community
• About-to-retired Community
Owned Channel
• SEO: on going, needs dedicated supports/investments/know-how
• Content Development: on going, also needs a lot of supports (for quick growth)
• Community: needs supports/investments/know-how
Paid Channel
• No planning yet. Depending on the growth stage.

Mike Sigal presented on digital transformation in financial services and 500 Startups' FinTech fund and accelerator program. He discussed how digital technologies have disrupted industries like media and telecom and are now transforming financial services. Startups are exploiting new technologies to build more efficient and customer-centric financial products and services, while incumbent financial institutions are struggling to adapt. 500 Startups is the world's most active early-stage FinTech investor, having made over 140 investments across 24 countries. Their accelerator program and global network provide startups access to capital, mentors, and customers. Financial institutions can partner with 500 Startups to gain access to FinTech deal flow, build innovation capabilities, and run corporate accelerator programs to source solutions from startups

Digital Lead Generation for Economic Development

Atlas Integrated

Asiansbook Investor Pitchdeck

Michael Herlache

The document is an investor pitch deck for Asiansbook, which aims to connect Western businesses with Asian consumers. It outlines Asiansbook's vision as a "Facebook for Asia", recent traction with over 850 businesses signed up, the large market opportunity in Asia worth $75 billion, and how the platform addresses the problem of barriers to entry in tapping Asian growth markets. It describes Asiansbook's free social networking product, revenue model of digital advertising, growth strategy, and founding team. The deck requests $500k of funding and outlines plans for eventual exit through acquisition or IPO.

500 Startups corporate overview deck (2.23.2016)

500 Startups

Abc of valuation

EkoInnovationCentre

This document provides an overview of startup valuation methods. It discusses that valuation is important for fundraising and selling equity stakes. The key valuation factors that investors consider are described, such as market size, revenue projections, intellectual property, founders' experience, and competition. Three valuation methods are then explained in more detail: comparable company analysis, the venture capital quick method, and discounted cash flow analysis. The document emphasizes that valuation is a negotiation and terms can impact the outcome. It concludes by advising founders to build real value, choose investors carefully, generate revenue quickly, and seek additional expertise on valuations.

M&A Nexus Investor Pitch Deck

Michael Herlache

This pitch deck outlines M&A Nexus, a digital marketplace and network for M&A deals. It summarizes the company's vision to digitalize capital markets, recent traction building a platform and signing up over 1,900 businesses, a $1.4 trillion total addressable market, and the problem of lack of accessible deal networks. The presentation describes the company's free platform enabling businesses to list capital needs and receive offers, revenue from transaction fees, growth strategy focusing on free listings, and experienced founding team. It also addresses competition, a $500k investment ask, 15 month break-even plan, and potential exit options like acquisition or IPO.

Navigating the fintech landscape part 03

Jaideep Tibrewala

(1) BigTech companies like Facebook, Apple, Google and Amazon are transforming fintech through partnerships and offerings of financial services without becoming banks. They are unbundling traditional banking by offering payments, lending, wealth management and other services. (2) The COVID-19 pandemic has made HNW clients more risk averse and focused on goals and financial protection. They are increasingly adopting virtual and digital tools from wealth managers and expect more personalized engagement. (3) Neobanks are gaining popularity among younger consumers through offerings like savings accounts and UPI payments. Startups are also providing wealth management services through turnkey asset management platforms (TAMPs) that offer modular investment products and advisory services.

Avenues for Revenue for Mint.com

Sathish Balakrishnan

The document discusses potential avenues for Mint.com to generate revenue while maintaining customer trust and a positive user experience. It proposes: 1. Leveraging Mint's large user base and transaction data to provide personalized recommendations and suggestions to users, with Mint earning commissions from financial institutions for qualified leads. 2. Segmenting and profiling users to target recommendations for high-value products like health insurance, mutual funds, and home loans to high-income users. 3. Integrating real estate search and home listing content to suggest suitable housing options to users predicted to be in the market for a home based on financial patterns. Revenue would come from real estate listing services. Maintaining user permission and anonymity would be important for

This document discusses MDI, a corporate venture initiative of Telkom Indonesia that invests in growth stage companies globally. MDI combines venture capital investment with operational support. It focuses on high growth verticals that enhance digital experience. MDI co-manages the Indigo Accelerator program that has incubated over 20 startups. It forges strategic alliances with major corporates to pursue collaborative investments. MDI's investments are aimed at strategic areas uncovered by its incubation activities, with the goal of creating value through access to Telkom's resources and infrastructure.

Suite Twenty Four Deck

Adam Arellano

OfferSavvy Pitch Deck Oct 2014

Justin W. Boggs

OfferSavvy is a tech startup that provides awesome software tools that help small businesses and online retailers increase traffic, engagement, conversions, and sales both On-site and Offsite. Our OfferSavvy.com marketplace is currently in live beta, and allows people to easily share their inventory with our community of users, driving new and qualified traffic. Our first B2B tool, called SavvyFeed, which is a simple tool for moderating and aggregating user generated social media content into your website, will launch next month at Techweek LA Launch competition and expo in Santa Monica, CA.

How to Build a Billion Dollar SaaS Category - Achievers Tech Talks Feb 2014

Mark Organ

Why just a build a company when you can create a whole new category instead? That’s the question that Influitive founder and CEO Mark Organ explored in his packed Achievers Tech Talk discussion on Feb 18, 2014. Here’s one really good reason: category creators tend to grow revenue 4x faster and grow market cap 6x faster than those companies that enter a category later on. Based on Mark’s experience building marketing automation category creator Eloqua, what he’s learned so far as Influitive (http://influitive.com) carves out a brand new category – advocate marketing – a little over a decade later, and his observations on why other powerful category creators, including Salesforce.com, Tesla and Keurig, have been so successful, his presentation proposes a whole new framework for category creation. *Enhanced with new content and optimized for SlideShare* Original recorded presentation at Dreamforce 2013: http://youtu.be/Pw_mTsKB1R4?t=1s

IAB - 2012 année du développement de la pub sur mobile

Denis Verloes

The document summarizes key trends in digital advertising in 2012, including the rise of mobile and video. Mobile growth was driven by increasing smartphone and tablet usage. Video growth was fueled by shifts to online viewing on mobile devices. Social media also grew in influence, with major acquisitions expanding its role across advertising and marketing. Real-time bidding continued to gain adoption as a buying method for digital ads.

How To Create A Billion $ Category: Mark Organ's Dreamforce '13 Keynote

Influitive

Mark Organ discusses how to create a billion dollar category based on his experience founding Eloqua and Influitive. He explains that category creators have a transformational product experience combined with a disruptive business model driven by new technologies. Category creators focus on a narrow niche, drive leads efficiently to achieve growth, and emphasize customer success. They also have a missionary vision for the category rather than just their company.

Lindsey Bohm On LinkedIn - Professional Experience At A Glance

lbohm

The Eureeca Future-Crowd Funding

Taha Khan

Eureeca is a crowd funding platform that facilitates small businesses and creative projects in raising funds through small contributions from many individuals. Some of Eureeca's top strengths are providing expert advice to entrepreneurs, operating as a global investment marketplace, and protecting investments through milestone requirements. To increase membership, Eureeca should focus on building trust, promoting success stories, engaging potential investors, running strategic promotional campaigns, and holding seminars for investors and fund seekers.

Workshop ip

Aditya Trivedi

The document discusses strategies for investment promotion and facilitation. It outlines an investment life cycle approach that includes lead generation and targeting, qualification and assessment, intention recording and monitoring, implementation, and aftercare. Specific strategies proposed include opening multiple lead generation channels, qualifying opportunities through discussions with investors, monitoring leads and intentions, dedicated account management, and investor handholding. The document also discusses developing policies, infrastructure advisory, Ease of Doing Business reforms, investment promotion activities, knowledge collaterals, facilitating a global investors summit, intelligent tools for lead generation, an investment facilitation approach, and utilizing international desks and diaspora connections.

Best Practices in Economic Development Websites for Better Results

Atlas Integrated

Best Practices in Economic Development Websites Better Results

Atlas Advertising

K^2 London: Kenshoo Product Innovation - Will Martin-Gill and Fiona Gill

Kenshoo

Madison Park Group Member Management Software Market Update - Nonprofit & Ass...

Madison Park Group

We are pleased to present our review of the nonprofit & association software market for the second half of 2018. Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers. Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.

MPG MarTech Market Update - June 2022

Madison Park Group

WebResultsIntrotowebmarketing17may2012

Rosey Broderick

This document provides an overview of web marketing strategies presented by Rosey Broderick. It discusses conducting market research to understand target markets and competitors. It emphasizes setting clear business objectives and outlines steps to analyze an existing website, devise an action plan to drive traffic, and measure results. The presentation covers various online marketing tactics like search engine optimization, social media, email marketing, and viral marketing. It provides examples of successful campaigns and encourages developing a measurable strategy to effectively achieve business goals through the web.

2016 small business forum crowdfunding 101 workshop

Craig Asano

Oct 25, 2016, I delivered an hour Crowdfunding 101+ workshop at the 2016 Small Business Forum at the Metro Toronto Convention Center. This is an annual trade show hosted by Enterprise Toronto that attracts thousands of small businesses each year looking for funding, mentorship, tools, products and services to help them launch and grow. The presentation provides an overview of Crowdfunding markets, both regulated and non-regulated, case studies, deal characteristics to help startups and scaleups understand if Crowdfinance is right for their business. The deck also provides some insight into practical keys to success with planning, executing and following up on a crowdfunding campaign or investment round.

Building strategic partnerships (in fintech) by Arthur T. Corry

Arthur T. Corry

MPG MarTech Market Update - June 2022

Madison Park Group

Business plan delhi chapter

Odino Pixar

This document provides an overview of plans to establish a new Delhi chapter for Pivot Roots, including a business model canvas layout. It discusses potential customer segments, value propositions, channels, and revenue streams for the chapter. These include providing strategic planning, creative campaigns, and digital marketing services to customers in sectors like BFSI, education, and real estate. The chapter aims to have key resources like planners, developers, and account managers, and plans to rent a preferred location in South Delhi to operate. Projections estimate quarterly revenue will grow from Rs. 10 lakh in the first quarter to Rs. 1.2 crore by the fourth quarter.

Social Media Strategy

Vishal Sharma

The document provides an overview of a social media strategy and framework. It discusses key drivers and benefits of a social media strategy, including customer engagement, branding, cost reduction, and impacting enterprise-wide processes. It outlines a transformation framework with perspectives on growth, financials, customers, internal processes, and learning and growth. Finally, it provides examples of social media use cases across marketing, sales, customer experience, service, and support functions.

Innovation Management Frameworks: Your Guide to Creativity & Innovation

Operational Excellence Consulting

[To download this presentation, visit: https://www.oeconsulting.com.sg/training-presentations] This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants. Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes. This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals. INCLUDED FRAMEWORKS/MODELS: 1. Stanford’s Design Thinking 2. IDEO’s Human-Centered Design 3. Strategyzer’s Business Model Innovation 4. Lean Startup Methodology 5. Agile Innovation Framework 6. Doblin’s Ten Types of Innovation 7. McKinsey’s Three Horizons of Growth 8. Customer Journey Map 9. Christensen’s Disruptive Innovation Theory 10. Blue Ocean Strategy 11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map 12. Design Sprint Framework 13. The Double Diamond 14. Lean Six Sigma DMAIC 15. TRIZ Problem-Solving Framework 16. Edward de Bono’s Six Thinking Hats 17. Stage-Gate Model 18. Toyota’s Six Steps of Kaizen 19. Microsoft’s Digital Transformation Framework 20. Design for Six Sigma (DFSS) To download this presentation, visit: https://www.oeconsulting.com.sg/training-presentations

Lundin Gold Corporate Presentation - June 2024

Adnet Communications

Similar to Is personal finance underserved in Vietnam?

Demystifying Venture Capital Business

Joshua Agusta

Suite Twenty Four Deck

Adam Arellano

OfferSavvy Pitch Deck Oct 2014

Justin W. Boggs

How to Build a Billion Dollar SaaS Category - Achievers Tech Talks Feb 2014

Mark Organ

IAB - 2012 année du développement de la pub sur mobile

Denis Verloes

How To Create A Billion $ Category: Mark Organ's Dreamforce '13 Keynote

Influitive

Lindsey Bohm On LinkedIn - Professional Experience At A Glance

lbohm

The Eureeca Future-Crowd Funding

Taha Khan

Workshop ip

Aditya Trivedi

Best Practices in Economic Development Websites for Better Results

Atlas Integrated

Best Practices in Economic Development Websites Better Results

Atlas Advertising

K^2 London: Kenshoo Product Innovation - Will Martin-Gill and Fiona Gill

Kenshoo

Madison Park Group Member Management Software Market Update - Nonprofit & Ass...

Madison Park Group

MPG MarTech Market Update - June 2022

Madison Park Group

WebResultsIntrotowebmarketing17may2012

Rosey Broderick

2016 small business forum crowdfunding 101 workshop

Craig Asano

Building strategic partnerships (in fintech) by Arthur T. Corry

Arthur T. Corry

MPG MarTech Market Update - June 2022

Madison Park Group

Business plan delhi chapter

Odino Pixar

Social Media Strategy

Vishal Sharma

Similar to Is personal finance underserved in Vietnam? (20)

Demystifying Venture Capital Business

Suite Twenty Four Deck

OfferSavvy Pitch Deck Oct 2014

How to Build a Billion Dollar SaaS Category - Achievers Tech Talks Feb 2014

IAB - 2012 année du développement de la pub sur mobile

How To Create A Billion $ Category: Mark Organ's Dreamforce '13 Keynote

Lindsey Bohm On LinkedIn - Professional Experience At A Glance

The Eureeca Future-Crowd Funding

Workshop ip

Best Practices in Economic Development Websites for Better Results

Best Practices in Economic Development Websites Better Results

K^2 London: Kenshoo Product Innovation - Will Martin-Gill and Fiona Gill

Madison Park Group Member Management Software Market Update - Nonprofit & Ass...

MPG MarTech Market Update - June 2022

WebResultsIntrotowebmarketing17may2012

2016 small business forum crowdfunding 101 workshop

Building strategic partnerships (in fintech) by Arthur T. Corry

MPG MarTech Market Update - June 2022

Business plan delhi chapter

Social Media Strategy

Recently uploaded

Innovation Management Frameworks: Your Guide to Creativity & Innovation

Operational Excellence Consulting

Lundin Gold Corporate Presentation - June 2024

Adnet Communications

Profiles of Iconic Fashion Personalities.pdf

TTop Threads

The fashion industry is dynamic and ever-changing, continuously sculpted by trailblazing visionaries who challenge norms and redefine beauty. This document delves into the profiles of some of the most iconic fashion personalities whose impact has left a lasting impression on the industry. From timeless designers to modern-day influencers, each individual has uniquely woven their thread into the rich fabric of fashion history, contributing to its ongoing evolution.

NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...

BBPMedia1

Best Competitive Marble Pricing in Dubai - ☎ 9928909666

Stone Art Hub

Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka

➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka

Registered-Establishment-List-in-Uttarakhand-pdf.pdf

dazzjoker

Best practices for project execution and delivery

CLIVE MINCHIN

A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.

The Genesis of BriansClub.cm Famous Dark WEb Platform

SabaaSudozai

Chapter 7 Final business management sciences .ppt

ssuser567e2d

Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian Matka

➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka

Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.

AnnySerafinaLove

Income Tax exemption for Start up : Section 80 IAC

CA Dr. Prithvi Ranjan Parhi

TIMES BPO: Business Plan For Startup Industry

timesbpobusiness

Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...

my Pandit

The latest Heat Pump Manual from Newentide

JoeYangGreatMachiner

𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬 Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.

Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste

my Pandit

4 Benefits of Partnering with an OnlyFans Agency for Content Creators.pdf

onlyfansmanagedau

Best Forex Brokers Comparison in INDIA 2024

Top Forex Brokers Review

Navigating the world of forex trading can be challenging, especially for beginners. To help you make an informed decision, we have comprehensively compared the best forex brokers in India for 2024. This article, reviewed by Top Forex Brokers Review, will cover featured award winners, the best forex brokers, featured offers, the best copy trading platforms, the best forex brokers for beginners, the best MetaTrader brokers, and recently updated reviews. We will focus on FP Markets, Black Bull, EightCap, IC Markets, and Octa.

❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...

❼❷⓿❺❻❷❽❷❼❽ Dpboss Kalyan Satta Matka Guessing Matka Result Main Bazar chart

Recently uploaded (20)

Innovation Management Frameworks: Your Guide to Creativity & Innovation

Lundin Gold Corporate Presentation - June 2024

Profiles of Iconic Fashion Personalities.pdf

NIMA2024 | De toegevoegde waarde van DEI en ESG in campagnes | Nathalie Lam |...

Best Competitive Marble Pricing in Dubai - ☎ 9928909666

Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka

Registered-Establishment-List-in-Uttarakhand-pdf.pdf

Best practices for project execution and delivery

The Genesis of BriansClub.cm Famous Dark WEb Platform

Chapter 7 Final business management sciences .ppt

Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian Matka

Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.

Income Tax exemption for Start up : Section 80 IAC

TIMES BPO: Business Plan For Startup Industry

Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...

The latest Heat Pump Manual from Newentide

Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste

4 Benefits of Partnering with an OnlyFans Agency for Content Creators.pdf

Best Forex Brokers Comparison in INDIA 2024

❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...

Is personal finance underserved in Vietnam?

1. IS PERSONAL FINANCE UNDERSERVED IN VN? 1

2. NERDWALLET CASE STUDY & US MARKET 2 Overview Competitor Landscape & Differentiation Established 2009 IPO-ed Nov 2021 Market Capitalization $ 856 Mil Business Model • Personal finance advisory • Financial product review • Affiliate commission Traffic/month 24 Mil Revenue $ 245 Mil (2020) Traffic/month 73 Mil Traffic/month 13 Mil Traffic/month 12 Mil Traffic/month 15 Mil Differentiation Revenue $ 865 Mil (2021) Revenue N/A Revenue $ 434 Mil (2016) Revenue $ 100 Mil (2018) CONTENT Differentiation Analytics Tool Chatbot Differentiation Analytics Tool Mobile App Differentiation Content Networks of sites Differentiation Software Content Acquired These companies are usually backed up by huge financial or media groups for synergy

3. PERSONAL FINANCE LANDSCAPE IN VIETNAM 3 Notable Competitor Highlight Financial Product Review & Comparison Site Personal Finance App Notable Competitor Established 2017 Business Model Fractional Trading App Micro Investing Highlight Established 2019 Business Model Fractional Trading App Micro Investing Established 2021 Business Model Fractional Trading App Micro Investing Established 2014 Established 2020 Traffic/month 1 Mil Traffic/month 1.1 Mil Business Model Product Review Product Comparison News Business Model Product Review Product Comparison Blog Product Review & Comparison websites are dull and in lack of educational aspect There is no dominant player on this area yet These website are flexible to integrate new tools & technology to make them relevant to the users’ needs! Case studies include Credit Karma; Mint; etc. Investor UOB Venture Ncore Ventures CyberAgent Capital Investor N/A Investor (4) Insignia Ventures H2 Ventures Investor (13) Sequoia Surge Y Combinator Investor (7) Y Combinator Goodwater Capital Fractional Trading & Micro Investing Apps are hot trend reflecting the Millennial & Gen Z demand for alternative investment methods & new ways of thinking, i.e., early retirement Lack in educational aspect, rely on trend High CAC due to pure B2C model

4. IVALUE – SMART INVESTING 4 Raisons d'être Growth Plan Established 2021 Business Model • Personal Finance Knowledge Sharing PLATFORM • Financial Product Reviews & Comparison >>> Affiliate Commission • Financial Advisory Service Target Audience • Stock Market F0, F1 • Personal Finance Enthusiast • F.I.R.E Enthusiast Content • Knowledge Sharing – on going • Category Expansion – on going • Financial Product Review & Comparison – coming up • Courses – coming up PRODUCT TRAFFIC ACQUISITON Tool & Feature Development • Analytics Tool & Various Calculator – planning • Personalization Software – planning • Mobile App - planning Platform • Youtube Channel: working on, launch soon • Tik Tok: launch soon • Crypto Community • About-to-retired Community Owned Channel • SEO: on going, needs dedicated supports/investments/know-how • Content Development: on going, also needs a lot of supports (for quick growth) • Community: needs supports/investments/know-how Paid Channel • No planning yet. Depending on the growth stage.

Is personal finance underserved in Vietnam?

Recommended

Recommended

More Related Content

Similar to Is personal finance underserved in Vietnam?

Similar to Is personal finance underserved in Vietnam? (20)

Recently uploaded

Recently uploaded (20)

Is personal finance underserved in Vietnam?