Investment

Plutus Investment Consulting Services (PICS)

We're pleased to present you with our following services:

We help international companies in expanding your business in China by advising on merger and acquisition in China's business. We help you find the right location of your new company, and the right local partners in these cities. Particularly our investment consulting services mainly include the following:

Mergers & Acquisitions
Post Merger Integration
Investment Consultancy

Commercial Due Diligence
Market Due Diligence
Operation Due Diligence

Investment In China
China Entry and Development Services
Pre-In-Post Investment Consulting Service

Although you may already have rich presence and experiences in the Chinese market, there are still unexplored areas and regions. It is worthwhile to employ a local agent to understand the cons and pros of a new investment and new venture before pouring huge money into an unknown region and unknown partners. Therefore, indepth and reliable investigations and information about those areas and partners is absolutely necessary for your business strategy.

Investment Consultation - General

Investment in a foreign country involves much more issues than in you home country. I advise you about all key issues in that direction: locating the right projects or partners, preparing for relevant studies or reports of the industry or markets, negotiate with your chosen partner(s), help solidify your existence in China’s major metropolises such as Shanghai or Guangzhou. 

My China invest service package provides our clients with opportunities to identify his/her investment projects within his/her areas of interests – whether your are in the manufacturing, distribution or retail sector, or in the research and development, trading, engineering and consultation, and other areas in the various industry and service sectors. Once your targeted areas of interests are identified, we will be leading a sophisticated study of the investment analysis for your company, based on the criteria of your investment plan such as amount of investment, return of investment, geographical preference and other requirements.

The China Invest service tells you critical issues such as risks and opportunities, cost and legal issues, competition and future development etc.

AVAILABILITY
We are always available to respond to client questions and to assist with any inquiries.  Our Hangzhou office is open Monday through Friday 8:30am - 4:30pm local Time.

QUARTERLY REPORTS
Clients receive quarterly performance, position and realized gain/loss reports. The performance review indicates the account's return for the prior quarter, the year-to-date return and the total return since inception and compares investment performance with the performance of the major indices.  We also provide a quarterly newsletter, The Compass, and a mid-quarter review.  We are also available for regular meetings with our clients to evaluate their portfolios.

CUSTODY OF ASSETS
Custody of the assets under management resides with the bank or brokerage house of the client's choosing.  us receives a limited power of attorney to buy and sell securities for the client's account.  Clients still receive trading confirmations and monthly statements directly from the brokerage firm.

COMPENSATION
We are compensated on a fee-only basis, depending on the assets under management, from 1.00% to 0.25% per year.  We do not receive brokerage commissions or any other compensation.  Thus, our interest in enhancing investment value is aligned with the interests of our clients.

Wealth Management Consultation

This was a service and software development project for the well-being class in the province through a specifically developed software called WealthMan. Once I have configured a software package that will be able to monitor and even to manage all the properties and assets of wealthy people, incl. stocks, cash in banks, securities, houses, cars, airplanes, yachts, luxes, antiques and furniture, paintings and any other valuables. The use may view his/her assets anytime and operate the stock buying and selling through that piece of software. But it is a fairly sophisticated system and cannot be realized by me alone.