An investment plan is a formal plan followed by a company as far as its investment activities and strategies are concerned.  Such plans are useful for all business organizations from their financial management point of view.

An investment plan proposal is a proposal which a finance executive prepares to suggest better ways to handle investment and to suggest the right investment avenues for maximum profit or positive outcomes. A sample of an investment plan proposal is given below and can be used for reference by anyone.

Sample Investment Plan Proposal

Name of the company: Greg Timothy Enterprises

Name of the company owner: Mr. Greg Timothy

Address of the company: 123, Pearl street, Johnson park London

Contact number of the company: 473095095

Proposal prepared by:  Fred Mathews

Finance manager, Greg Timothy Enterprises

Proposal presented by: Tim Andrews, Junior finance manager, Greg Timothy Enterprises

Proposal presented to: Greg Timothy (owner)

Jack Brown (Chairman)

Proposal presented on: 8th June 2014

Proposal submitted on: 10th June 2014

Proposal objective:

To present and propose an effective investment plan for improving our company’s financial situation and bringing in better and smarter financial results from our investments.

Investment Plan ideas:

  • The company must withdraw all those investment deals that have been bringing in loss rather than profit in the last 5 years.
  • The company must invest atleast 1% of its earnings every month in real estate so as to gain maximum returns from the real estate market which is in a good condition as of now.
  • Our current financial statements need a thorough analysis to understand the areas where we are making mistakes and for this, the finance department must set aside atleast 2 managers to solely work on analysis for atleast 1 month.

Expected returns: we can expect to get a return of 5% more than the current return by following these ideas.

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