(1) See whether the company's operation conforms to the regulations, whether the operation is stable, whether the personnel are professional, and whether it can really recommend products to customers to solve problems from the customer's point of view.
(2) Look at the product type, risk level, and the degree of fit with the customer's risk level. And can clearly analyze the advantages and disadvantages of products, so that you have psychological expectations.
(3) the target should be clear, and it is best to have the underlying assets. Or there should be a clear range of basic assets.
(4) Keep up with the trend, and the investment should conform to the general trend, depending on the issuer's income, economic trends and talents. Datang wealth Investment Management Co., Ltd. is a third-party financial institution specializing in providing financial services to high-net-worth assets customers, focusing on providing customers with all-round financial planning services. Datang wealth's shareholders mainly include Datang International Power Generation Co., Ltd. and Cizhi Enterprise Group. Relying on the two major shareholders, datang wealth takes national rejuvenation as its own responsibility, supports the real economy and promotes the integration of industry and finance. Datang International Power Generation Co., Ltd., founded in 1994, is the first China enterprise listed in London and the first China electric power enterprise listed in Hongkong. Datang International is one of the independent power generation companies in China, involving coal, transportation, circular economy and other fields. From a single power generation company to a comprehensive energy company. As an asset management company in China, CIIC Enterprise Group has been adhering to the concept of "growing with good companies" and has gradually developed into a compact and diversified comprehensive financial service group integrating investment and financing, industrial funds and other financial services. 20 1 1, datang wealth investment management co., ltd was established. After nine years of development, datang wealth has established a group system of private fund managers, fund sales companies, wealth consulting and other service subjects: other types, equity types and securities types.