Online Portal

NEXUS HAVEN FINANCE

Business Proposal

Prepared By:
Samadhi Herath
 WHO WE ARE
OUR SERVICE
EXECUTIVE SUMMARY
PROPOSAL OVERVIEW
AGENDA KEYPOINTS
OUR TEAM
TIMELINE
BUDGET
SUMMARY

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WHO WE ARE
• Nexus Haven Finance is a leading financial services firm with a
rich history of empowering businesses to achieve their financial
objectives.
• Our team comprises dedicated experts who bring a wealth of
experience and knowledge to the table.
• We pride ourselves on staying at the forefront of industry trends
and regulations, ensuring that our clients receive the most up-to-
date and effective financial guidance.

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OUR SERVICES
At Nexus Haven Finance , we offer a wide range of financial services designed to
address the unique needs and challenges faced by businesses across various industries.

Our services include:

 Financial Planning and Analysis: We provide comprehensive financial planning,
forecasting, and analysis services to help businesses make informed strategic
decisions.
 Business Loans and Financing: Whether you need working capital, expansion
funding, or asset financing, we offer a variety of loan and financing options tailored
to your specific requirements.

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 Investment Management: Our team of investment experts can help you optimize
your investment portfolio, ensuring your assets are working hard to achieve your
financial goals.

 Risk Management: We help businesses identify, assess, and mitigate financial

risks, safeguarding their assets and reputation.

 TaxPlanning and Compliance: Our tax professionals navigate the complex tax
landscape, helping you maximize savings while remaining compliant with tax laws
and regulations.

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EXECUTIVE SUMMARY
• Inan era defined by digital transformation and the ever-expanding
landscape of financial services, Nexus haven Finance presents an
innovative solution to streamline and elevate your financial
management experience.
• We are delighted to introduce our cutting-edge online portal,
designed to revolutionize the way you interact with your finances.

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PROPOSAL OVERVIEW
• Our proposal outlines the integration of Nexus Haven Finance's Online
Portal into your financial ecosystem, offering a seamless and efficient way
to manage your finances.
• This digital platform represents a dynamic convergence of financial expertise
and technological innovation, tailored to meet your specific needs and
objectives.

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KEY BENEFITS
Simplified Financial Management: Our Online Portal provides a centralized hub for all
your financial activities, allowing you to view account balances, track transactions, and
manage investments effortlessly.
Real-time Insights: Access up-to-the-minute financial data, enabling you to make
informed decisions with confidence. Our portal provides comprehensive financial analytics,
helping you visualize your financial landscape in real-time.
Enhanced Security: We prioritize the security of your financial data. Our portal employs
robust encryption and multi-factor authentication to safeguard your information, giving you
peace of mind.
Effortless Collaboration: Collaborate seamlessly with our financial experts through the
portal, facilitating real-time communication and expert guidance whenever you need it.
Customized Solutions: Tailor the portal to your unique financial goals and preferences.
Whether it's investment strategies, tax planning, or risk management, our portal adapts to your
needs.
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GOALS
• Efficiency: Our goal is to streamline your financial processes, saving you time and effort
in managing your finances.
• Transparency: We aim to provide you with unparalleled visibility into your financial
health, helping you understand and optimize your financial position.
• Empowerment: By offering this online portal, we empower you to take control of your
financial future, making informed decisions that drive your success.
• Innovation: As your trusted financial partner, our goal is to continuously enhance the
online portal, incorporating the latest technological advancements and financial strategies to
benefit your business.

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KEY TEAMS
Mr. Wayne Heath Ms. Carolyn Jacobson
Chief Executive Officer (CEO) Chief Technology Officer (CTO)

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Ms. Cali Butler Mr. Shane Mitchell Ms. Kallie Macias
Head of Client Services CHIEF FINANCIAL OFFICER Head of Data Analytics
(CFO)

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 How the Team Supports the Business:
Strategic Leadership: The CEO provides the overarching vision and strategic direction for the
company, ensuring that the online portal aligns with the company's mission and long-term goals.
Technical Excellence: The CTO ensures that the online portal is technologically advanced, user-
friendly, and secure, supporting the company's commitment to innovation and client satisfaction.
Financial Expertise: The CFO's financial expertise helps clients plan and manage their finances
effectively, optimizing their financial health through the portal.
Client-Centric Approach: The Head of Client Services and their team provide exceptional
support and guidance to clients, enhancing the overall client experience and driving client retention.
Data-Driven Insights: The Head of Data Analytics and their team leverage data analytics to
provide clients with real-time insights, enabling them to make informed decisions and achieve their
financial goals through the portal.

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TIMELINE
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
Portal Client Ongoing
Project Portal Launch
Development Onboarding Support and
Planning and and Rollout
and Testing and Training Enhancement
Preparation

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BUDGET
 Task
Development Costs
Testing and Quality Assurance
Training and Client Onboarding
Marketing and Communication
Technical Infrastructure
Overhead and Administrative
Costs
Miscellaneous Expenses
Total cost
Budget
Software Development: RS.390,000.00
User Interface (UI) Design: RS.160,000.00
Backend Infrastructure: RS.150,000.00
Data Security Measures: RS.300,000.00
Testing Team Salaries: RS.500,000.00
QA Tools and Software: RS.500,000.00
Training Resources: RS.750,000.00
Support Team Salaries: RS.300,000.00
Marketing Materials: RS.450,000.00
Communication Campaigns: RS.250,000.00
Servers and Hosting: RS.300,000.00
Data Storage: RS.450,000.00
Office Space (if applicable): RS.200,000.00
Utilities and Maintenance: RS.300,000.00
Software Licenses (for internal use): RS.150,000.00
Contingency Fund: RS.100,000.00
Legal and Compliance: RS.950,000.00
FRS.6,200,000.00
(Six million two hundred thousand Rupees)
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SUMMARY
Insummary, the introduction of our online portal represents a strategic move to
enhance our competitiveness, improve customer service, and adapt to the digital
age.
 We are confident that this investment will yield significant benefits for our clients,
partners, and our company as a whole. We look forward to the journey ahead and
the opportunities it will bring to create a more efficient, accessible, and customer-
centric financial experience.

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Q/A
 Thank you for your time and attention!

We welcome any questions or feedback you may have.

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