Shangzhifengyuan is a formal company.
Shangzhifengyuan (Beijing) Fund Sales Co., Ltd. was established in April 2014. It is an independent fund sales company specializing in wealth management and personalized wealth services.
In May 2016, Shangzhifengyuan obtained the "Securities and Futures Business License" issued by the China Securities Regulatory Commission, and its business scope is fund sales.
The company not only provides customers with one-stop wealth management consulting services through online and offline platforms, but also provides customers with one-stop wealth management consulting services based on their different asset status, investment preferences, risk identification capabilities, risk tolerance and liquidity requirements. , tailor-made personalized wealth management and asset allocation solutions for customers, and its products cover public funds and various trust asset management plans.
Extended information
The main products of Shangzhifengyuan (Beijing) Fund Sales Co., Ltd.:
1. Stock funds
With the new regulations on stock fund positions taking effect on August 8, 2015, the so-called stock fund refers to a stock fund whose stock position cannot be less than 80%. According to the type of stocks, stock funds can be divided into preferred stock funds and common stock funds. According to the degree of fund investment diversification, stock funds can be divided into general common stock funds and specialized funds. According to the purpose of fund investment, stock funds can be divided into capital appreciation funds, growth funds and income funds.
2. Monetary Fund
A currency fund is an open-end fund that gathers idle funds from society, is operated by a fund manager, and is kept by a fund custodian. It specializes in investing in currencies with low risks. Market instruments, different from other types of open-end funds, have high security, high liquidity, stable profitability, and "quasi-savings" characteristics.
3. Bond Fund
A fund that specializes in investing in bonds. It seeks relatively stable returns by pooling the funds of many investors and investing in bonds in a portfolio. According to the China Securities Regulatory Commission’s classification standards for fund categories, bond funds are those with more than 80% of fund assets invested in bonds. Bond funds can also invest a small part of their funds in the stock market. In addition, investing in convertible bonds and new stocks are also important channels for bond funds to obtain income.
4. Hybrid funds
Mutual funds that include growth stocks, income stocks, and fixed-income investments such as bonds in the investment portfolio. The purpose of hybrid funds is to allow investors to diversify their investments by choosing one fund type without having to purchase stock funds, bond funds and money market funds with different styles.
Capital University of Economics and Business Employment Guidance Center-Shangzhifengyuan (Beijing) Fund Sales Co., Ltd.
Shangzhifengyuan Official Website-Products and Services