Puhui Wealth Investment Management Co., Ltd. · OTC:PHCFF
Puhui Wealth Investment Management — Investor Presentation (June 2019)
24 slides from Puhui Wealth Investment Management's investor presentation, Jun 20, 2019
Slide 1: Puhui Wealth Investment Management Investor Presentation
Puhui Wealth Investment Management Nasdaq: PHCF Investor Presentation June 2019
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation contains forward - looking statements that reflect our current expectations and views of future events. You can identify some of these forward - looking statements by words or phrases such as "may," "will," "should, " "expect," "anticipate," "aim," "estima
Slide 3: Successful IPO of a growing China wealth management company
Successful IPO of a growing China wealth management company 3 Puhui closed its IPO and began trading on NASDAQ under the symbol “PHCF” on December 27, 2018 Issuer Puhui Wealth Investment Management Co., Ltd. Headquarters Beijing, China Website www.puhuiwealth.com Ticker PHCF Current Shares Outstandi
Slide 4: Agenda
3 Performance and Outlook 1 The China Wealth Management Opportunity 2 Puhui Value Proposition Agenda
Slide 5: The China Wealth Management Opportunity
1 The China Wealth Management Opportunity 5 China’s wealth management market
Slide 6: China's wealth management market
China’s wealth management market 6 Number of high net worth households (millions) Investable assets of high net worth households (RMB trillions) 2015 2017 2019E 2021E 2015 2017 2019E 2021E 1.9 2.4 3.1 4 ¥ 46 ¥ 63 ¥ 85 ¥ 111 Source: BCG Global Wealth Database; BCG analysis as of Dec. 2017
Slide 7: High net worth individuals turning to professional wealth management advisers
China’s high net worth individuals are increasingly turning to professional wealth management advisers A continued shift in priorities is evolving from “wealth creation” to “wealth preservation”, according to the survey that today only 13% of HNWIs (1) pick “wealth creation” compared with 44% cite “
Slide 8: Agenda
3 Performance and Outlook 1 The China Wealth Management Opportunity 2 Puhui Value Proposition Agenda
Slide 9: Puhui's Value Proposition
Puhui’s history The Puhui business model Product mix Strategic partnerships and investments Management team Corporate structure 2 Puhui’s Value Proposition 9
Slide 10: Puhui's history
Puhui’s history 10 Puhui has facilitated the purchase of approximately RMB 995 million (~$150 million) of assets for 959 high net worth individuals*. 2017 2018 2019 Launched wealth management business in Oct. 2016, focusing on marketing high quality financial products to high net worth & corporate c
Slide 11: Product mix
Product mix 11 Leveraging prior relationships in internet financial services to build a diversified portfolio of wealth management product offerings FY 2017 FY 2018 8 4 25 62 1 Securities Investment Products Private Placement Bonds PE Fund Products P2P 7% 18% 43% 32% Securities Investment Products P
Slide 12: Strategic partnerships and investments
Strategic partnerships and investments 12 Puhui has invested in over 70 companies within the past two years – typically prior to wider availability by general investors Selected early stage investments Cooperative partner s Royole Corporation ANT FINANCIAL SERVICES GROUP BAIC BJEV United Imaging Hea
Slide 13: Management Team
Zhe Ji - Chief Executive Officer & Chairman • 9 years of commercial banking experience • 7 years experience in third - party wealth management industry • Fund Qualification Certificate holder Yan Long - VP & Chief Financial Officer • 25 years in accounting & management and familiar with IFRS standar
Slide 14: Corporate Structure
Corporate Structure Puhui Wealth Management Co., Ltd. (Cayman Company) PCZ Limited (BVI Company) HZF (HK) Limited (HK Company) Beijing Dongfang Henghui Consulting Center (Limited Partnership) Beijing Dongfang Puzhong Consulting Center (Limited Partnership) Beijing Huicai Hengyun Consulting Center (L
Slide 15: Agenda
3 Performance and Outlook 1 The China Wealth Management Opportunity 2 Puhui Value Proposition Agenda
Slide 16: Performance and Outlook
3 Performance and Outlook 18 New client acquisition Six month review Growth strategy Investment highlights
Slide 17: New client acquisition
19 New client acquisition As of April 30, 2019, 959 new high net worth clients added since 3/2016 Number of high net worth clients transacting with Puhui 12/2016 12/2017 220 516 4/2019 959
Slide 18: Six month review
Six month review Total revenues for six month periods ended December 31 (USD millions) Average transaction value per client for six month period ended December 31, 2018 12/31/2017 12/31/2018 $0.75 $1.9 $143,972 18
Slide 19: Growth strategy
Growth strategy 19 Long term goals Medium term goals Short term goals • Establish 20+ locations in additional affluent cities in China • Expand team to include 150+ financial advisors • Broaden client base and increase HNW clients and corporate clients by 100%+ in FY 2019 • Establish subsidiaries in
Slide 20: Investment highlights
Client - centric culture Investment highlights 20 Carefully selected high quality products Steady, strategic partnerships Fast growing industry Strong management team and corporate governance
Slide 21: Thank You! Q&A
Thank You! Q&A Ie Wg
Slide 22: Key Financial Statements
Key Financial Statements Balance Sheet Income Statement 22
Slide 23: Selected Balance Sheet Highlights
Selected Balance Sheet Highlights 23 December 31, 201 8 (unaudited) June 3 0 , 201 8 (unaudited) Cash $ 7,465,079 $ 4,809,040 Total current assets 15,599,345 10,224,663 Total assets 16,478,634 11,143,256 Total current liabilities 1,198,809 2,086,122 Total liabilities 2,361,853 3,294,125 Total shareh
Slide 24: Selected Income Statement Highlights
Selected Income Statement Highlights 24 For the Six Months Ended December 31, 2018 For the Six Months Ended December 31, 2017 Change Change (%) (Unaudited) (Unaudited) Total Revenues $ 1,866,970 $ 752,495 $ 1,114,475 148.1 % Cost of revenues 206,881 122,452 84,429 68.9 % Selling expenses 922,693 731
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