The capital market industry in Indonesia has experienced significant growth in recent years. This growth is driven by the increasing public interest in investing in the capital market, particulary in stocks. However, this significant growth has not been accompanied by an improvement in the financial literacy of the Indonesian population. Recognizing this potential, PT. Surya Family Capital has decided to transform into an investment advisory and asset management service provider after obtaining the necessary business license and operational legality. This research aims to design the business strategy for PT. Surya Family Capital, covering several key aspects including product or services design, marketing strategy, operations, organization, management, and financial planning. The research methodology used is a qualitative descritive approach, aiming to analyze the business conditions in depth and to understand the issues related to the research object. The result show that the business plan for PT. Surya Family Capital is feasible for implementation. The designed strategy focuses on service innovation, a personalized approach to cliens, and operational efficiency, enabling the company to face the dynamic challenges of the capital market and strengthen clien trust.
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