Scope of Investment
Investment scope
Diversified business projects
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Fixed Income
We provide comprehensive solutions covering short-term cash management and long-term fixed income
Since the launch of non-standard trust agency sales business in 2015, the cumulative sales amount has reached nearly 60 billion yuan without any default incidents.
Private placement and management of securities and equities
We have spent five years to establish a rigorous assessment access system that includes quantitative preliminary screening, manager interviews, and thorough operation/trading data to help investors obtain more comprehensive information.
As early as 2017, we started the agency sales business of private equity funds and accumulated high-quality management resources to provide branded private equity funds.
Overseas Projects
As an internationally connected investment consulting firm, we have established an international presence in New York, London, Singapore and Hong Kong. Our overseas products are sold through overseas platforms, making us unique among similar wealth management institutions.
Beneficiary Certificate
The brokerage firm's unique product supply is principal-guaranteed beneficiary certificates, which are scarce principal-guaranteed targets. Non-principal-guaranteed products can achieve customized design for designated targets, increase safety margins, and simultaneously earn higher returns.
Public Funds
Long-term tracking and discovery of outstanding funds in the entire market
Establish a full range of investable product lines
Carefully Designing Mutual Fund Portfolios
Meet the needs of investors with different risk preferences.