Company purpose:
Adhere to the spirit of contract and do everything according to commercial laws. The core of all operations of the company is to strictly control risks for customers and create value for customers on this basis.
Between customer interests and company interests, customer interests are the first. Between the interests of partners and the interests of the company, the interests of partners are the first. Between employee interests and company interests, employee interests are the first.
Core competitiveness:
1, serious and rigorous professional style. Professional focus on strictly controlling risks for customers, grasping trends, forward-looking layout, and realizing asset preservation and steady and safe appreciation.
2. Rich asset allocation types.
Fixed income products: such as large deposits, fixed income trusts, convertible bonds, bond funds, corporate bonds, fixed income portfolios, asset securitization, etc.
Secondary market equity products: optimized management investment funds, quantitative hedge funds, well-known private equity investment funds, selected FOF funds, three-board industry funds, high-growth venture capital funds, etc.
3. Overseas asset allocation: cash depository, foreign currency trust, foreign currency insurance, fixed income/portfolio of international bond portfolio, overseas private equity investment fund/portfolio, overseas real estate fund/portfolio, investment immigration, large insurance policy, family trust, etc.
4. Pay attention to financial product innovation: fully understand customer needs, pay attention to strict screening of new products, and constantly seek * * * solutions for customers from the perspectives of reducing risks, simplifying processes and improving profitability.
5. Strict and continuous tracking service: set up a special post to track every investment of customers according to the system and process to ensure that every installment product of customers can be successfully renewed.
6. Cooperate with outstanding well-known enterprises: provide customers with excellent solutions and create value.
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