Opportunity Review –Smart Investor

Language: English/Sinhala if possible tamil

 Post war economic prospects (Growth rate/boom in CSE/IPO)

 Be alert in investment scams
 Daily breaking news + market report
 Commodity prices
 Investment education tips
 Rates details

1. Target Audience (What is our target audience? What

needs/wants we satisfy? What are the
gaps?)

Students/investment loving General public

2. Strategic Intent (Do we have a commonly shared

strategic intent? formal or informal
document of

Be wise with your savings: best use of your

hard earned money without making any fuss
like sakwithi

3. Key Strategy (What is our key strategy? does it

address the strategic intent? How and
to what

Web & SMS investment education. Domestic

& foreign market

4. Sub Strategies (What are our sub strategies? Product,

people, processes, pricing,
distribution )

IPO news /New products/

05.Content
Voice or text: Daily market
report with breaking news: IPO
news: analysis: Rates: financial
new products: Regulatory bodies
(central bank/SEC/TRC/inland
revenue etc.)Announcements
and news releases: Global
markets; seasonal discounts
(credit card Christmas
announcements etc.);
commercial courts orders.
Relevant government
announcements.

Investments: tangible vs non tangible

Tangible:

01. House & properties

02. Plant & machinery
03. Gold & silver/Vehicles

Non tangible

01. Treasury bills/bonds

02. CBSL securities
03. Government Loans
04. Commercial papers
05. Pro notes
06. Bankers Acceptance
07. Debentures
08. Asset backed notes
09. Corporate bonds
10. Mortgage Backed securities
11. Unit trust
12. Shares

Commodity Market
01.Tea /Rubber/coconut
02.Manning/Dabulla/Meegoda/fish
market

International markets
Gold
06. Customer (What is the current level of customer
satisfaction satisfaction? What are the key areas for
improvement )

07. Key Competiti Strengths Vulnerabilities

competition: on
strengths and
vulnerabilities

08. SWOT
Strengths (Competencies, HR, infrastructure, brand
and good will, customer connectivity etc)

Weaknesses (Resources and competency gaps, strategic

intent, process and systems, HR... )

Opportunities (New products and markets *, branding,

positioning)

Product X New
Market Products
Opportunity
Matrix

Existing
Products
Existing New Markets
Markets

Threats (Gaps in unmet needs/wants of target

audiences, gaps in target audience
coverage, key
Competition and their strengths....)