Business Plan Of Company A's Private Wealth Consulting Project

In recent years,the number of wealth groups in China has increased dramatically,which has laid a good market foundation for the development of the wealth management market.Professional wealth management will become a new huge industry in the future market.In addition,thanks to the power of the Internet model,the wealth management industry is striding forward at a geometric speed of development.At present,there are more numerous and rapidly rising wealth management companies in the market,all of which are rapidly seizing market share.However,from the perspective of business type distribution,most of the platforms focus on product sales,while few of them are built on the one-stop service,including conducting business with the dissemination and education of the concept of wealth,and providing comprehensive wealth planning and consulting.Therefore,wealth management companies with professional personnel allotment and novel logic publicity can stand out by providing perfect product planning and consulting services from the perspective of customers.Company A's private wealth consulting project arises at the historic moment in this environment.The project will use the "Internet +" thinking,combined with Internet App and WeChat public platform operation,to create five service contents: education of wealth circle and wealth classes for customers,financial consultations and comprehensive wealth solutions from certified financial planners,objective analysis of various market wealth products,abundant value-added services and products with their online support,online and offline salons and travel rights,and charity meeting and public welfare activities.With these services,company A can not only meet various needs of customers,but also provide comprehensive and penetrative financial services for them.This paper is divided into five parts according to the requirements of business plan.Section 1 mainly introduces the background of the project and the overview of the project.Section 2 analyzes the market environment of the project,including macro environment analysis,industry environment analysis and strategic development positioning analysis of the project.The third chapter mainly introduces the operation and management of the project,covering the operation mode of the project,personnel compensation management and marketing 4ps management.The fourth part of the project is the overall financial analysis and financing arrangements.And in the fifth chapter,we analyze the risk of the project and puts forward corresponding preventive measures.The final chapter is conclusion and prospect of the whole dissertation.This business plan is customer demand-oriented and utilizes USES management analysis tools and market research methods to analyze products,markets,business modes,marketing models and finance comprehensively.In the end,it comes to the conclusion that private wealth consulting projects have strong market value and social value.Through the analysis of the private wealth consulting project,this paper hopes to gain the recognition of investors,and make the project proceed as planned.The project's planning and execution ability can be improved through constant practices later on,so as to provide support for the future development of company A.