IV. Customer Analysis

[Company Name] will serve a variety of clients for their portfolio management solutions. The clients are categorized into the following categories:
Millennials
More than one-fifth (22%) of individuals planning to invest in crypto in 2022 are between the ages of 18-24.³ The majority of the millennials investing in crypto are financially independent individuals. Due to lower experience in the crypto market, they need crypto portfolio management companies in order to manage their hard-earned money more effectively and give them maximum returns.

High Net Worth Individuals
Portfolio management services (PMS) provide tailored solutions designed specifically for high-net-worth individuals (HNIs). These services offer enhanced flexibility with regard to an investor's funds, along with the potential for higher returns. High-net-worth individuals require different financial planning strategies to manage their portfolios. There are over 290,000 ultra-high net worth (UHNW) individuals, those with $30 million or more in net worth, globally.⁴

TAM $xx trillion
The global market for crypto asset management to reach a market size after 5 years.

SAM $xx billion
[Target Location Market]’s crypto asset management market size after 5 years.

SOM $xx billion
[Company Name] would be able to capture a respectable share of the crypto asset management market by the end of year 5.  

3. https://www.ibef.org/news/india-leads-in-total-number-of-first-time-crypto-investors-in-last-3-months-report#:~:text=According%20to%20the%20gender%20data,the%20ages%20of%2045%2D54.
4.https://www.google.com/search?q=percentage+of+high+net+worth+individuals+in+world