The marketing planning of fund companies needs to comprehensively consider the needs of the market and customers, the company's own actual situation and resource advantages, so as to formulate marketing strategies and programs that meet the market demand and the company's development. Therefore, the marketing planning of fund companies belongs to the work of the marketing department, which requires relevant knowledge and skills in marketing, product planning, publicity and promotion, channel management and so on.
The marketing planning of fund companies refers to the marketing strategies and plans formulated by fund companies in view of market and customer needs when promoting and selling fund products. The main purpose of fund company's marketing planning is to increase the market share and sales volume of fund products, so as to realize the company's marketing objectives and economic benefits.