商業企畫書：Parsec國際財務管理

Parsec International was created in 2009 to expand the successful and profitable Parsec Financial overseas to Chinese tier-2 cities. Parsec Financial is a wealth management company that created Parsec International to capitalize on the growing needs of the ever-increasing High Net Worth Individual Population (HNWI) in China. HWNI wealth management needs are currently being served in China’s tier-1 cities; therefore, Parsec International hopes to gain a first-mover’s advantage by supplying proven wealth management services to Chinese tier-2 cities, beginning in Xiamen, China.
Based on the attached financial projections, our research, our own personal experience, and careful scrutiny of the specific audience and area where we are focused, we are convinced that the market for Parsec International’s wealth management services will support the accomplishment of our goals and objectives.
We have built in specific means of measuring our effectiveness in our marketing efforts, engaged with strategic partners and reviewed regulatory requirements to support our success. The market is expected to grow quickly in the wealth management industry in Chinese tier two cities over the next 5 years. We fully intend to lead the industry in our market, establish and maintain the highest standards and position ourselves as the most knowledgeable and trustworthy wealth management stewards for Xiamen, China and other Chinese tier two cities.
We fully anticipate reaching our break-even point by year 3 and profitability in just 4 years. We will drive most of our profits back into the company during, to support our planned expansion to other Chinese tier two cities. Otherwise, profits will be distributed to investors as dividends.

Supporting Documents

The documents that follow include supporting information relative to Parsec International’s research, background, management, and preparedness for operating this business successfully.
Komaiko,Richard. 2008. US Stocks Open to China Savers. Asia Times
Boston Consulting Group “Wealth Markets in China” The Beginning of the Race for China’s Rich. October 2008.
Caijing.com.cn “Funds Allowed in Wealth Management” Fan Junli, Zhang Bing, 04.12.2009
Caldwater Clients and Friends Memo. “PRC’s CSRC Oficially Permits Overseas Securities Investment by QDIIs”. 7.3.2007.
China International Fund JP Morgan at www.51fund.com
Christian Science Monitor, Economic Scene: China’s Investments Pose a New Global Challenge. September, 2009.
GT.news.com “China Expands Investment Scope for Offshore Wealth Management”. Maurice Hoo. 3.18.2009.
http://www.chinamediaresearch.net/vol3no1/Article_11_Circ_audit_Zhao.pdf
http://www.doingbusiness.org/Exploretopics/startingbusiness/Details.aspx?economyid=42
http://www.shanghaiexpat.com/modules.php?op=modload&name=News&file=article&sid=1103752
Harvest Asset Management at www.jsfund.cn
Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008.
Merrill Lynch-Capgemini World Wealth Report, Edition 10, 2008.
Merrill Lynch-Capgemini Asia Pacific Wealth Report, 2008.
PriceWaterHouseCoopers “Foreign Fund Management Companies in China”. April 2009.
PriceWaterhouseCoopers, Singapore “66% of Foreign Invested Fund Management Companies in China Anticipate Significant Growth by 2012”. April 28, 2009.
Reuters. “Chinese Investment Funds Could Triple to $1 Trillion”. 9.2.2009.
Shorex. “China’s Wealth Management Market to Outpace Japan’s by 2015”. 4.30.2009
Taiwan Ministry of Economic Affairs, ECFA. 2009.
The New York Times. “In Shift, Chinese Move More Money Overseas”. Christie Johnston. 2.2.2009.
Xianmen Municipal Government website http://english.xm.gov.cn/
Xiamen Investment Promotion Agency at http://www.xipa.com.cn/en/about.php