Generally speaking, formal third-party financial institutions set up independent offices, have fixed office locations, have a relatively complete service system, and each employee of the company has his own duties and a professional financial management team. Understand the company size and market reputation before investing. Generally, institutions with less than 20 people should choose carefully.
2. Professional financial planner
The easiest way to judge whether a financial planner is professional is to look at his qualification certificate. Secondly, professional financial planners will ask more questions about investors, such as family income, family expenditure and risks. Then correctly analyze how investors should manage their money and make the most suitable financial plan.
3. Understand the company's profit model
At present, in the China market, real third-party wealth management companies will not buy or sell investment products for investors, or even promote wealth management products. Instead, the profit model is to charge service fees. Third-party financial management is a good choice. It can be your lifelong investment "companion". Professional financial planners will help you formulate the best financial plan according to your financial needs at different stages. However, once the choice is careless, it is entirely possible to "sheep into the tiger's mouth" and lose everything.
Financial institutions recommend the golden axe. Golden Axe is a professional third-party financial institution in China. Committed to providing customers with one-stop family financial analysis, investment strategies, and cross-cycle, all-category and diversified fund allocation schemes based on family goals and plans. Services cover convenient product search, fund redemption, net worth inquiry, wealth bookkeeping, configuration planning, investment consulting, etc. On the mobile side, PC side, and WeChat side, it will eventually help families realize the preservation, appreciation and investment consultation of wealth.
Up to now, the number of middle-class and high-net-worth registered users on Golden Axe Platform has exceeded 800,000, and the cumulative allocation of funds such as Public Offering of Fund, Sunshine Private Equity and Private Equity has exceeded 35 billion. More than 654.38 million families have obtained professional, independent, real-time and efficient one-stop asset allocation advice and fund trading services.