Products and services of Zhuo Yuan Fortune (Tianjin) Asset Management Group

The clients served by Zhuo Yuan Fortune (Tianjin) Asset Management Group include individual investors and institutions, providing them with various financial products provided by major insurance/funds/banks and other financial institutions in the world. At present, Zhuo Yuan Fortune (Tianjin) Asset Management Group has allocated 4 billion yuan of customer assets to serve nearly 1,000 high-end customers. Its strategic partners are: Industrial and Commercial Bank of China/Bank of China/China Merchants Bank/China Telecom/Tianjin Branch of Xinhua News Agency/Dubang Property Insurance Co., Ltd./Sunshine Insurance Group Co., Ltd., and its products cover funds/insurance/trust/equity investment and other fields.

Zhuo Yuan Fortune (Tianjin) Asset Management Group not only provides financial products for customers, but also provides comprehensive, multi-level and personalized comprehensive asset allocation services for customers' various asset value expectations at different stages. In the process of product screening, we will follow the service principle of "delivering the right product to the right customer at the right time", understand and scientifically evaluate the risk tolerance of customers through multi-level and all-round communication, and ensure that every product recommended to basic customers is deeply understood and understood by customers. For each product, we will closely track and control the development and competition of the product, emphasizing timely and accurate risk warning. We will inform customers of the development and progress of the project in time, and the "financial intelligence support" provided by Zhuo Yuan Fortune (Tianjin) Asset Management Group will run through every customer's life financial planning from beginning to end.