Based on in-depth data and research, Puyi Wealth provides wealth management services for high-net-worth private customers with asset allocation services as the core. The company cooperates with various financial institutions such as banks, trusts, securities and insurance, and successfully provides customized services and products for individual customers and institutions.
In the next five years, through the continuous upgrading of asset allocation system, the company will establish a dynamic investment information platform connecting the global market, build investment channels connecting domestic and foreign financial institutions for customers, cover the service network in Greater China, form a three-dimensional and all-round service network, and become an independent third-party wealth management brand with the most professional value.
Keep improving, stop at perfection. Based on the concept of always pursuing perfection, the company will continuously improve the team quality, enhance the radiation ability, improve the closeness and convenience of asset management services, and realize the sustainable development with high-net-worth customers and their families.