Effective Sample of Executive Summary

By Arun Dahal Khatri

An executive summary is the first document and one of the critical parts of the business plan where it contains all the core concepts of the business plan including the Mission, Vision, and target of a business. It is better to write an executive summary after completing others tasks because it is a first impression for the investors to explore the business.

Sample Executive summary of ABC Investment

                                                         An Executive summary of ABC Investment

Market research indicates that the increasing number of investing activities in our country and more people are interested in the subject of finance and investment in the present scenario. However, investing and financing consulting and asset management firms are scarce in our country. Currently, at most twenty firms are actively performing their tasks but the customer’s fulfillment is still not satisfied.

ABC investment company provides excellent financial and investment facilities like portfolio management, asset management, financial consulting, wealth management, buying and selling securities, and many more. Founded in early2018we are located at 123 Town. Taking the greatest step by two young minds, Person 1 (NAME)and Person 2 ( NAME)our mission is to provide excellent investment strategies and values and ethically guide every customer.

We stand with a significant vision to solve the problems related to finance and investment. Still, many people are facing problems. Many people are still not getting the facilities regarding investment due to the lack of proper information and guided firms on investment and management. By viewing all the problems of many parts of Nepal we stand with great ideas to solve the problems related to finance and investment. To solve this underlying problem we made a special agent-based connection to connect every initial investor with us. It helps them to create investment opportunities. We are not focused on the main cities only, instead, we are also focusing on the rural area as well.

We are giving equal opportunities to every person in Nepal. With the initial capital of NRS XXXX million, we are making our company special by adding world-class financial services. We stand with a great team. Every member of our team is well qualified and innovative regarding finance and investment. We have a good package of ideas because our team is regularly involved in research and innovative ideas. Our companies are pursuing and adapting world-class financial institutions' ideas to create innovation in Nepal. Not only focusing on the profit motive we are also focusing on the level of creativeness and financial innovation of our customers with the view to create sustainable wellbeing.

We are adapting the best marketing strategy called agent-based connection which is very new in Nepal. By analyzing the competitive environment we are traveling with the best strategies with the view to overcoming the competition. We are giving our services in every part of Nepal by connecting the web which is not performed by any of the investment companies of Nepal.

We are projecting the best financial report. We are expecting we will increase our profit thoroughly and will give our investors the best returns. Initially, we are concerned with the safety and growth of our popularity within the market. But within five years we are projected to achieve our financial goal by adapting all the principles of our company. Ethics and customer satisfaction are the most important things. By following this principle, we will step forward.

Right now we are in the initial phase and there are many things to do. But we have a great enthusiasm to change the overall trend of investment and financial management. That’s what we are working on for the overall improvement of our strategies.