MindMap Gallery Business plans for investment and financing consulting companies and asset management companies
This is a mind map about the business plan for investment and financing business consulting companies and becoming an asset management company. The main contents include: defects and reinforcement measures under the current situation, target market analysis, independent establishment of investment institutions, core products, and core Personnel background. The content of the document embodies the experience accumulation, practical summary and in-depth thinking of many professionals with more than 30 years of experience in the financial industry.
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This is a mind map about DeepSeek's 30 feeding-level instructions. The main contents include: professional field enhancement instructions, interaction enhancement instructions, content production instructions, decision support instructions, information processing instructions, and basic instructions.
This is a mind map about a commercial solution for task speech recognition. The main content includes: text file content format:, providing text files according to the same file name as the voice file.
Business plan
Core personnel background
Mr. Wang
Double Master's Degree
Mr. Wang holds a dual master's degree in finance and management, and his deep academic background provides theoretical support for him in a complex financial environment.
Experience in banking
Mr. Wang has accumulated rich experience in banking business handling and risk control in senior management positions in many well-known banks.
Work experience in trust institutions
Mr. Wang’s work experience in trust institutions has enabled him to design and operate communication trust products and have superb asset management capabilities.
Asset Management Experience
Mr. Wang is good at asset allocation and portfolio management, and can effectively improve the asset's preservation and appreciation ability.
Experience in fulfilling shareholder responsibilities
As a shareholder of many companies, Mr. Wang is familiar with shareholder rights protection and can effectively participate in corporate governance and strategic decision-making.
Experience in recovering investment funds
Mr. Wang has rich experience in the recycling of investment funds and can ensure the timeliness and safety of investment returns.
Mr. Li
Bachelor of Engineering
Mr. Li graduated from a well-known engineering college with a solid bachelor's degree in engineering, providing a solid knowledge base for his investment decision-making in technology-intensive industries.
Master of Finance
With his master's degree in finance, Mr. Li has a deep theoretical foundation in capital operations and financial analysis, and is able to accurately grasp the pulse of the market.
Experience in banking
Mr. Li has many years of working experience in the banking industry, is familiar with various financial products and services, and provides the company with stable financial solutions.
Work experience in the investment circle
After years of struggling in the investment circle, Mr. Li has accumulated rich practical experience, is good at identifying and seizing investment opportunities, and promoting corporate value growth.
Bank credit experience
Mr. Li is proficient in bank credit business and can efficiently obtain financing for the company, optimize capital structure, and reduce financial costs.
Private lending experience
Mr. Li has an in-depth understanding of the private lending market and is able to flexibly use private capital to provide solutions to the short-term funding needs of enterprises.
Private equity investment experience
Mr. Li is experienced in the field of private equity investment and is good at discovering high-growth enterprises and achieving investment value-added through capital operations.
Other related professionals
Multiple names
The team includes several other relevant professionals, such as market analysts, legal counsel and financial advisors, each with extensive experience and deep expertise in their field.
Core products
Consulting products
Feasibility analysis of investment projects
Comprehensively evaluate the market, technology and finance to ensure that investment decisions are scientific and reasonable.
Financing project financing plan design
Customize the optimal financing structure, balance cost risks, and provide diversified financing channel solutions.
Analysis report on core capabilities of investment institutions
Analyze investment institutions: team, strategy, performance, and reveal core competitiveness.
Asset management consulting products
Investment and financing contract review
Contract approval is the key to investment and financing. The professional team analyzes the terms in depth to ensure that risks are controllable and rights protection are protected.
Post-investment management plan design
Build a post-investment management system, continuously monitor project performance, flexibly adjust strategies to respond to market changes, and ensure maximum investment returns.
Post-investment management implementation guidance
To ensure the implementation of post-investment management plans, regular financial analysis, business assessment and risk control are required to provide investors with effective management guidance.
Asset Management Products
Investment supervision and management
Protect the rights and interests of investors, transparent financial reports, and regular audits and monitoring.
Asset security guarantee
Adopt encryption technology and risk control to ensure the security and integrity of assets.
Principal and interest are recovered on time
Strictly control credit assessment, reduce risks, and improve liquidity.
Establish an independent investment institution
Private equity investment institutions
National expiration number
As of the latest statistics, the number of private equity investment institutions in China has exceeded thousands, showing the activity of the domestic capital market.
National management scale
The assets managed by domestic private equity investment institutions are huge, and the overall management scale has reached hundreds of billions of yuan, reflecting the maturity of the industry.
Chongqing's number of existence
As the economic center of the western region, Chongqing City is also growing steadily, showing local financial vitality.
Chongqing management scale
The scale of assets managed by Chongqing private equity investment institutions is constantly expanding, and the current management scale has reached hundreds of billions of yuan, which has played a role in promoting local economic development.
Private debt investment institutions
Focus on high debt collection market
Private bond institutions focus on high-yield bond markets, tapping potential bond products and providing high returns opportunities.
Customized financing plan
We customize private debt financing plans for enterprises to help business development.
Assessing corporate credit risk
Before investing, we deeply evaluate corporate credit risks to ensure safety and benefits.
Build a stable investment portfolio
Diverge investment and control risks, build a stable portfolio, and balance return risks.
Target market analysis
Current Situation of Private Equity Investment Institutions in the Country
Number of expirations
The number of private equity investment institutions across the country has grown steadily, reflecting market activity and investor confidence.
Management scale
The management scale of private equity investment institutions continues to expand, showing the depth and breadth of the capital market.
Failure rate
Despite fierce market competition, the overall failure rate of private equity investment institutions nationwide remains within a reasonable range.
Investment institutions' failure rate decreases
Project failure rate
When analyzing project failure rates, you need to pay attention to the success rate of investment institutions in different stages of projects and the common factors that lead to project failure.
Amount failure rate
The amount failure rate focuses on the extent of losses suffered by investment institutions in capital investment, reflecting the efficiency of capital operations and risk management capabilities.
Working methods and tools
"The Third Finance"
"The Third Finance": Analysis of FinTech's reshaping target markets.
Enterprise diagnostic technology helps investment decision-making
"Enterprise Diagnosis Investment Strategy Formulation"
Defects and reinforcing measures under the current situation
Social credit foundation of private companies
The financial industry is growing slowly
Currently, private companies are facing the challenge of slow growth in the financial industry and uneven allocation of credit resources, resulting in inefficient capital operation.
Social credit-strong institutions participate in and hold shares
Private companies can strengthen their own credit foundation and enhance their market competitiveness and risk resistance through institutions with strong social credit.
Private company capital strength
Seize business opportunities
Only by optimizing the capital structure and improving financing capabilities can private companies quickly seize market business opportunities.
Establishment of strong institutional business relations
Private enterprise capital is weak and difficult to build strong business gates. It can strengthen brand building, improve reputation, and seek strategic cooperation to enhance cooperative capital.