Professional Documents
Culture Documents
Investment Plan 3
Investment Plan 3
Financial Goals
Determine Starting Capital
Risk Tolerance Assessments
Determine the investment timeline
1. Financial goals
Situation:
- The hollow block company wants to raise its yearly income by 30% over the next
three years. The objective is to reach P74,880,000 in the second year and
P97,264,000in the third, building on a baseline income of P57,600,000 in the first
year.
Expenses
With an 11 million peso initial capital infusion, our company is well-positioned to face and
overcome a wide range of expenses. This financial base gives us the ability to overcome obstacles, use
resources wisely, and grow a successful business. Our goals are to reduce expenses, increase efficiency,
and create a solid business model that can survive changes in the economy through wise financial
management. Every dollar helps to ensure our long-term success because of our dedication to financial
discipline. As a result, we choose to start with a 13 million peso capital.
Starting Capital = 13M pesos