Investment consultant refers to the asset manager who provides securities investment advice and gets paid. Its commercial attribute has the characteristics of pertinence, particularity and non-publicity. The exhibition process of private equity investment consultants is based on investment trust, guided by absolute investment ability and return on investment performance, assisted by consulting brands and back-office support services, entrusted by customers, providing investment advice to customers on securities and securities-related products as agreed, and directly or indirectly obtaining economic benefits. Investment suggestions include the choice of investment varieties, investment portfolio and financial planning suggestions.

Private equity investment consultants are third-party asset managers between Public Offering of Fund managers and retail investors. They pay more attention to value investment than retail investors and trend investment than managers in Public Offering of Fund. They are different from Sunshine Private Equity Fund Managers. The clients' assets of securities investment consulting services in the business department of securities companies range from several billion to tens of millions, which is comparable to the asset management department of small domestic securities firms. As private equity investment consultants, most of them have many years of actual trading experience and asset management experience of corresponding scale, and have certain financial information advantages, contacts and good reputation in the industry.