What kind of company is an equity investment fund management company? What is a financial planner?

First of all, you lend money to an enterprise, relative to the enterprise, there are no more than two kinds, one is debt financing, the other is equity financing, debt financing to put it bluntly, is borrowed, and you have to repay it in the end, for example, 1 million yuan will be repaid after a year, and the other is equity financing, which is borrowed without repayment, if 1 million, you account for 20% of the shares of others, and the profit of the year is 5 million, then you will share 20% of the 5 million, if there is no profit, or a loss, then you will not be able to share the profit, and even the principal invested at the beginning cannot be repaid.

If you're going to invest in a business, the insurance is a little bit of a convertible bond.

Equity investment** is to invest in projects, and third-party wealth management is to recommend financial products to wealthy people. One is to find a project, the other is to sell products, the pressure is not small, but the project investment is more promising. Personal opinion, just for reference!

These two positions are basically similar, both are the sales of financial wealth management products, the slight difference is that most of the projects of the equity investment ** management company are limited partnership projects, which are projects issued by their own companies, while the three parties are more trust projects, which are issued by trust companies, but they are not absolute, and there will be crossover between products.

Financial sales are all based on performance, and good performance will naturally lead to a very lucrative income.

3. The meaning of ** and the main types of **. **Mainly refers to funds that are purposefully established. And**Mainly include investment**, provident fund**, insurance**, retirement** and other types.

At the same time, there are also various **clubs**. And it is close to different models, which can be divided into closed-end and open-ended, and there is also risk hedging.

Most of their companies issue some financial products, and they have a good management of financial products, and they can buy some financial products on them.

Under normal circumstances, it is the management of private equity, and it is a professional investment management institution.

Generally, it is a professional investment management, and then it adopts a non-public model, which will raise some funds for specific objects and set up such an institution.

Summary. Hello dear, the equity investment management company is a professional investment management institution, generally with a relevant business license. The company's main business is to set up the corresponding investment, and to operate and manage the company, and will also carry out the business of exchanges between investors.

Mainly responsible for related equity investments. Due to the current development prospects are very good, the current equity investment management company also has good development prospects.

What does equity investment management do?

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Hello dear, the equity investment management company is a professional investment management institution, generally with a relevant business license. The company's main business is to set up the corresponding investment, and to operate and manage the company, and will also carry out the business of exchanges between investors. Mainly responsible for related equity investments.

Due to the current development prospects are very good, the current equity investment management company also has good development prospects.

Do I need any academic qualifications?

Hello dear, this kind of company work basically requires a master's degree in finance to start to join. Thank you.

As a professional investment management institution, private equity investment management companies play an important role in the initiation, establishment, management and operation of private equity investments, as well as liquidation at maturity.

It is mainly manifested in the following aspects:

1. Private equity investment needs to be used as the carrier of funds, and the management company usually sets up different funds and then hands them over to different managers for investment operations.

2. Managers and managers are the main components of the management company, usually professionals with rich industry investment experience, specializing in some specific industries and enterprises in a specific stage of development, after investigation and research, will invest in the equity of a number of enterprises, in order to exit and obtain capital gains in the future.

** of the planners. According to the professional analysis ability and resource integration ability, combined with the needs of economic, social and industrial development, the manager designs a plan with a specific investment direction and a clear target substrate, and provides it to potential investors for investment decisions.

The manager should take the lead in organizing the financing and fundraising work, and specifically organize and implement the establishment work, including organizing the fundraising roadshow, determining the intention of capital contribution, organizing the negotiation of the terms of the establishment documents, organizing the investor's founding meeting, completing the investor's capital contribution and signing of legal documents, and helping the investor to select and determine the custodian, and organizing the investor to sign a cooperation agreement with the custodian.

Private equity is the traditional primary market, which includes traditional business and share investment.

As a professional investment management institution, private equity investment management companies are the core of collective investment and expert financial management functions. It plays an important role in the initiation, establishment, management and operation of private equity investments** and liquidation at maturity.

On the whole, the positioning of private equity investment management companies is reflected in three aspects:

1》** The planner. According to their own professional analysis capabilities and resource integration capabilities, combined with the needs of economic, social and industrial development, the manager designs a plan with a specific investment direction and a clear target substrate to provide potential investors with investment decisions.

2》** The lead initiator. The manager should take the lead in organizing the financing and fundraising work, and specifically organize and implement the establishment work, including organizing the fundraising roadshow, determining the intention of capital contribution, organizing the negotiation of the terms of the establishment documents, organizing the investor's founding meeting, completing the investor's capital contribution and signing of legal documents, and helping the investor to select and determine the custodian, and organizing the investor to sign a cooperation agreement with the custodian.

3. ** Management and operation. This is mainly based on the entrusted management contract, looking for research projects to provide to the first for investment decisions, and after passing the investment decision, coordinate the first custodian bank to allocate investment funds. At the same time, the manager shall send a property rights representative to the invested project to perform the rights and interests of the investor on behalf of the investor and provide value-added services to the project.

In each financial year, the Manager submits an annual report and profit allocation plan, and is subject to the evaluation of the Board of Directors and the audit of the Supervisory Board. ** Liquidation at maturity. At the expiration of the establishment period, the management company shall perform the liquidation duties and help the company to do a good job in property registration, asset appraisal and liquidation plan.

In the last 2 years of the establishment period, it is necessary to complete the exit of the invested project as soon as possible, maximize the maximum amount of cash, and maximize the realization of assets.

Let's take Yingxingyuan, which is currently very prestigious, for example.

1. The difference between "equity investment management company" and "equity investment company" lies in the company's responsibility. The management company is mainly responsible for the management, operation and so on of the company. The ** company is responsible for fund raising and capital investment in other enterprises.

2. Equity investment**:p Rivate Equity ([1] referred to as "PE") is commonly referred to as private equity investment in China, from the perspective of investment methods, according to the definition of relevant foreign research institutions, refers to the equity investment in private enterprises, that is, unlisted enterprises in the form of private placement, and the future exit mechanism is taken into account during the implementation of the transaction, that is, through listing, mergers and acquisitions or management buybacks, etc., ** shareholding profits.

Make two baskets, one for the reorganized Oriental Supermarket, and one for the major shareholder of Oriental Finance.

The difference between a financial planner and a professional investor is: A financial planner refers to a person who uses the principles, techniques and methods of financial planning to provide comprehensive financial consulting services for the financial goals of individuals, families, small and medium-sized enterprises and institutions. Financial planning requires a full range of services.

Therefore, financial planners are required to have a comprehensive grasp of various financial instruments and related laws and regulations, provide customers with tailor-made and practical financial solutions, and at the same time meet the long-term and changing financial needs of customers in the continuous revision of the plan.

A financial planner is a professional who provides comprehensive financial planning to clients. A professional investor is a professional manager, which refers to a professional enterprise management expert who bears the responsibility of maintaining and increasing the value of the legal person's property in an enterprise where ownership, legal person property rights and management rights are separated, is fully responsible for the operation and management of the enterprise, has absolute management rights and management rights for the legal person's property, and is hired by the enterprise in the professional manager market, and its own professional enterprise management experts are mainly paid by salary, options, etc.

They are all professionals, maybe the fields are different.

It's a big difference.

Financial planners, generally speaking, can be simply understood as the role of sales and consultants, mainly to help high-net-worth individuals, families, enterprises, etc. according to their asset status, risk tolerance and investment preferences, investment needs, etc., to help them diversify assets and invest in portfolios to achieve value preservation and appreciation, tax avoidance, children's education and inheritance and other needs, it can be said that they are selling things.

Professional investors can be simply divided into two kinds, one is a person who has no fixed occupation and obtains a high income from **, real estate speculation, etc., which can be understood as a person whose passive income is enough to not have to work; One is similar to angel investors, who have enough capital to invest directly in a business or project, which can be said to be a person who buys things.

Since these two types of people tend to invest in areas that they are very familiar with and cannot cover all asset classes and services, financial planners can serve professional investors at this time.

Planners focus on reasonable risk avoidance and rationalization of returns, while investors focus on customer groups, and their abilities are relatively poor, and most of them rely on their mouths to speak.

Investment is to use your own money to do projects for others, and then having a third party as a guarantee will be low-risk.

Wealth management is to use the spare money that is not used temporarily for other companies or individuals to borrow, and there is also a guarantee from one party to earn part of the interest. to get income.

Financial planners know how to use funds to better manage their finances and realize the value of fast and accurate returns. It is a very popular profession at present, and has a certain ability to analyze the market.

Financial planners are to assist clients in making investments and providing reasonable advice when managing their finances, and ultimately it is up to the clients to decide how to invest.

To be precise, I think it's useful to take the test.

Financial planners are called different names in different countries and regions, and they are generally called "financial planners" in China; The United States is generally referred to as "financial planners" or "financial planners", while European countries and Hong Kong and Taiwan refer to them as "financial planners" or "financial planners". Although the appellation is different, the content of this profession is the same.

Financial planners refer to professional practitioners who provide various financial planning services to individuals (families) and companies. They take the impartial position of a third party, accept the entrustment of the client, according to the client's financial situation and actual situation, use scientific theories, methods and procedures to formulate scientific, comprehensive, practical, personalized and operable financial planning plans for the client, including cash management, consumption management, risk management, insurance, insurance, **, ** and other aspects of the comprehensive financial planning plan and provide continuous financial management services.

Through the comprehensive use of various financial and non-financial investment tools, they strictly implement the financial planning plan of the traveler, and continuously evaluate and revise the effect of the financial planning plan, so as to help the client achieve the overall goal of financial management. They provide long-term and ongoing advice and assistance to clients who can enjoy a lifetime of worry-free and happy living.

Formal financial planner qualifications require rigorous examinations and certifications, and they must have comprehensive financial and economic related knowledge, which is not easy for ordinary people to obtain financial planner qualifications. The main international financial planner qualifications are: CFP - Chartered Financial Planner in the United States, CHFC - Chartered Financial Planner in the United States, RFP - Certified Financial Planner in the United States, etc.; There is only one formal financial planner recognized and certified by the state in China, "CHFP - China's National Financial Planner".

The insurance financial planner (insurance planner) and financial planner, etc., they mainly give customers unilateral advice on related products from insurance, **, etc., rather than giving comprehensive financial advice from the overall aspect of individuals or families, which is one-sided. Proper financial management should be carried out from a holistic and comprehensive financial plan.