JADE Wealth Management Ltd.

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Presentation transcript:

JADE Wealth Management Ltd. Make your dreams come to reality.

Finance Amount of Money Needed:$2,460, 000 (JA) Return on investments: 10% Profitability: 2 years

Mission is to provide individuals and small and medium size enterprises with the best path to wealth accumulation, by giving financial knowledge about creating and implementing strategies that are tailored to their unique goals.

Key Partners: 1-Financial Institutions Key Activities: 1- Investments 2- Wealth management Value propositions: 1-Maximum Returns on investments. 2-Guaranteed social fulfillment of responsibility (Social development) Loyalty 3- Advisory role Customer Relationships: 1-One on one business relationship Customer Segments: 1- Small and Medium Enterprises 2- Individuals Key Resources:   1-Financial Knowledge Channels: 1- Island wide locations as we expand Cost Structure: 1- Fixed cost 2- Variable Cost Revenue Streams: 1-Through Service Charge 2-Membership Fee

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