The chief market consultant is a professional and specialized professional with a professional reputation. Consultants from all walks of life distinguish and evaluate according to certain professional standards or professional contributions. This helps to distinguish their social role consciousness and value. Private equity investment consultants are conducive to the establishment of a healthy and effective investment model for securities investors, the progress of investors' education and investment, and the innovation of China's stock market investment theory. Private securities investment consultants are required to provide neutral, independent and effective investment consulting services for investors, which reflects the investment ability and asset management ability of securities investment consultants and sets an example for family securitization and family financial management.