Ping An Wealth (Beijing) Investment Management Co., Ltd. (hereinafter referred to as "Ping An Wealth") was established in 2006. It is an independent third-party financial institution, focusing on the interests of customers and relying on the Group's comprehensive financial business platform. It is committed to comparing and screening various financial products in the market through cooperation with different product and service providers, providing free, professional and objective wealth planning and product suggestions to help customers formulate the most suitable financial plan.
The core values of Ping An Wealth are fully reflected in the relationship between Ping An Wealth and customers, the professional ethics of employees, the investment suggestions of Ping An Wealth and the financial services provided by Ping An Wealth.
Everything serves the users.
Meeting customers' needs and maximizing customers' interests are the foundation of Ping An Wealth Service.
Integrity and honesty
Honesty is the most basic requirement of Ping An Wealth for employees, and it is also the basic principle of Ping An Wealth's work and life. Ping An Wealth adheres to the strictest ethical standards and abides by the laws and regulations of the host country and the investment recipient country or region.
Perform one's duties meticulously
Effective management of assets and successful investment are the basic duties and solemn commitments of the company and every employee. With the joint efforts of all the staff, the company takes the interests of shareholders as the starting point and strives to maximize the income after risk adjustment.
Steady and prudent
Ping An Wealth adheres to the business philosophy of being steady, prudent and conscientious, and manages the risks of each investment with a rigorous attitude. Ping An Wealth keeps in mind responsibilities, works diligently and does things practically.
striving for excellence
Ping An Fortune strives for perfection in research, investment, marketing, service and other fields.
Ping 'an Wealth Service Model
Ping An Wealth adheres to the principle of independence and objectivity, draws lessons from the research methods and systems of the world's best wealth management institutions, and combines the local market experience in China to form a unique and competitive research and product system. At the same time, it pursues the best business standards, has a sound risk management system, and strictly controls investment and business risks.
Relying on the advantages of the Group and independent of the financial service mode of any financial institution, Ping An Fortune can fully understand the customer's needs from an objective and neutral perspective, analyze and evaluate the financial products of many financial institutions, and provide customers with objective, neutral, all-round and continuous financial solutions.