1. entrusted financial management: provide investment consulting and financial consulting services to customers to help them maintain and increase their wealth.
2. Agency insurance: accept the entrustment of customers, apply for insurance with insurance companies on behalf of customers, pay insurance premiums on behalf of customers, and handle the procedures of claim settlement and renewal of insurance.
3. Consultant: Provide investment management consulting services to clients, including investment advice, portfolio design, risk assessment and other services.