WE ARE CHANGING

THE WAY

PEOPLE INVEST

zenassets.com

Expensive!

Complex!

Brian and his money

Changing the way

people invest

30 min to set up

an account+40% returns+7 weekends a year

Benefits

2. Pick Optimal

Investment

Products

3. Invest

in ETFs

4. Manage

Your Portfolio

for you

How do we do this?

1. Assess your

Investor Profile

Market opportunity

UK65 m total population

$3 trlnin investable assets

UK affluent

professionals3m+

£300 bn in assets

1 bn in potential revenue

Global market

$40 trlnin investable assets

*Source: Global Wealth 2014: Riding a Wave of Growth, by the Boston Consulting Group https://www.bcgperspectives.com/content/articles/financial_institutions_business_unit_strategy_global_wealth_2014_riding_wave_growth/?chapter=2

Сompetition

What sets us apart

CUSTOMER

SEGMENTBroad mass market

Affluent professionals

networks

APPROACHSimplistic,

‘for the masses’

Tailored solutions

for experienced

audience

STRATEGY

POSITIONING ‘Black box’ product ‘Helper’ product

30-45 years old

Invested before

Tech-savvy

Income £100k+

Pension pot

Zen Assets

Target Segment

Marketing Strategy

Online and OfflineContent-Based

Marketing

Online Advertising

Blog/Social Media

Networkingevens

Search Engine Optimization

Acquisition Cost:

<£500 per target client

LTV: £2,500per target client

Customer Acquisition Approach

£100k+ average AUM per customer

Pricing model

Zen Assets clients only pay one simple fee of 0.5% of their portfolio value.

Banks or firms cost 2-2.5% on average in the UK.

We cut investment expenses by 75%

0.5%2-2.5%

Milestones

November2013

Next step

December2013

January2014

April2014

June2014

August2014

November2014

Roadmap

…

FEBRUARY2015

DECEMBER2014

NOVEMBER2014

JANUARY2015

Zen Team

Sergey

Wharton MBA, INSEAD,

Goldman Sachs

IMD 6 years

($1bn in AUM)

Oksana

Columbia MBA,

Samsung

Electronics HQ

Lowe and Partners

Evgeny

Wharton

MBA,

PhD, CFA

Groton Partners

Alex

SPN Ogilvy,

15 years

in marketing

and research

Pavlo

10 years

Fin Tech

serial

entrepreneur

Alex

International lawyer,

Debevoise & Plimpton LLP,

White & Case LLC

in London, Moscow and New York

СEO

Founder

COO

Operations

CIO

Investments

CMO

Marketing

CTO

Technology

CCO

Compliance

IT’S MUCH EASIER TO ACHIEVE ZEN STATE NOW.

Brian finally just typed https://zenassets.com/