Financial Services Company Business PlanSetting up a KPO startup in India catering to a Canadian financial services firm


Canadian Based Financial Services Firm

Project Details:

Project: Setting up a KPO startup in India catering to a Canadian financial services firm
Type: Business Planning & Advisory
Industry: Financial Services / Business Research
Geography: Canada / India

Project Background

A Canadian financial services firm needed a business plan drawn up to set up a small equity research firm in India. The firm’s focus was to cater to Canadian clients. An objective assessment of a desired physical location in India was required. Among other things, they need quite a meticulous and realistic budget for setting up an equity research firm and a financial forecast for 5 years ahead. They also wanted our advisory service regarding the legal formalities needed in India.


I was extremely lucky to come across BPlan Experts. Their work clearly exceeded my expectations. I suggest hiring this provider without the slightest hesitation. The delivery team did excellent technical work and the project management was very helpful and responsive to any of my additional requests. I managed to collaborate effectively with the team. Even though we did not communicate with BPlan Experts’ team in person, I think those on the other side of the wire are not only top-of-the-line professionals but also warm-hearted people. I am convinced to be able to develop a long-term collaboration with BPlan Experts. Thank you, guys!” – Owner, Canadian Based Financial Services Firm

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