“Plan de negocios para la creación de una empresa de servicios de asesoría financiera y bursátil dirigida a microempresas en la Ciudad de Riobamba, Provincia de Chimborazo, año 2023-2027”

Abstract

In Riobamba city, there is no company specialized in providing financial and stock market advisory services. Therefore, the creation of such a company would generate growth opportunities for sectors like microenterprises by enabling, such as participation in stock purchases and financial investments beyond traditional savings accounts or policies. Hence, this research aimed to design a business plan for stablishing a company that provides financial and stock market advisory services to microenterprises in Riobamba City, Chimborazo Province, period 2023-2027. The methodology implemented had a qualitative and quantitative approach, with an explanatory and descriptive level of research. The population consisted of 28 microenterprises established in Riobamba Canton, and the study was conducted over a specified period. The application of both documentary and field research was essential to obtain the necessary information. This included using the use of techniques and instruments such as surveys directed at microenterprise managers and bibliographic reviews to assess the feasibility of the business plan. The results obtained from the research instruments indicated that financial institutions do not provide financial and stock market advisory services. Therefore, stablishing a company that offers these advisory services would position it as a leading provider, offering professional services not only to the microenterprise sector but also to individuals seeking stock market investment tools. In conclusion, designing a business plan for a company offering financial and stock market advisory services is expected to enhance the profitability and sustainability of microenterprises in Riobamba.