According to the collection of friends, Pumeng has excellent independent wealth planners who have worked in the financial industry for many years and have rich practical experience. At the same time, it has relevant financial licenses at home and abroad, and can make family wealth planning books according to the actual situation and needs of each family. Pumeng's business scope covers almost all financial fields, such as trust, asset management plan, fund (public offering and private offering), domestic and foreign insurance, overseas investment, immigration and other fields. It can provide customers with global and all-round financial solutions such as wealth planning, asset management, insurance planning, pension planning, education planning and overseas asset allocation. So good.
Pumeng Information was founded in Shanghai in the beginning of 20 16. The company refers to the business models and concepts of internationally renowned financial institutions (such as Morgan Stanley and Edward Jones), and adheres to the principle of sincerity and professionalism to provide professional wealth planning and global asset allocation services for China families.