Plano de negócio: consultoria financeira e de investimentos

Abstract

The main objective of this study is to develop a business plan for the creation of a financial and investment consulting company, headquartered in the city of Bauru, São Paulo. The company's proposal is to offer customized solutions for both individuals and legal entities, focusing on efficient asset management, financial education, and strategic guidance on investments. The study is justified by the growing demand for financial guidance services, driven by the Brazilian population's increased interest in budget control, investments, and building assets in a structured manner. The methodology adopted to develop the plan was qualitative and exploratory in nature, using bibliographical research, secondary data collection, application of the CANVAS model, and market, target audience, competition, and economic viability analyses. The plan also includes marketing strategies, operational structure, and financial projections in order to verify the sustainability of the business. The results point to a real opportunity to operate in the market, especially when combining personalized service with educational and accessible content. It is concluded that detailed strategic planning is essential to mitigate risks, ensure competitiveness and establish clear differences in the financial consulting sector.