华源鑫理财 10.1.8

HuaYuanXin Wealth Management is a premium fund allocation service brand established under HuaYuan Securities. The firm adopts a customer-centric approach, tailoring fund allocation services based on individual investment goals. Continuous evaluation, account tracking, and dynamic adjustments are fundamental components of their strategy. A dedicated service team, composed of wealth advisors, financial service consultants, and internal and external experts, operates under a "1+1+N" model to provide comprehensive support throughout the client's investment journey.

Service Positioning: Focused on Equity Fund Allocation Services

The firm emphasizes three critical financial scenarios: flexible access to funds, life protection, and investment appreciation. These pillars inform personalized fund allocation solutions for clients. The standardized service process encompasses "Listening," "Planning," "Implementing," and "Accompanying," establishing a tone that is professional, reliable, and warm. Utilizing a matrix allocation model, customized fund allocation plans are developed to optimize clients' wealth preservation and appreciation.

Service Philosophy: Professional Support Throughout the Journey, Targeting Core Investment Goals

• Professional Team: A cohesive group of seasoned practitioners with over ten years of practical experience safeguards investments with a steady approach.
• Personalized Accompaniment: Services tailored to client needs replace one-size-fits-all investment strategies.
• Demand Focused: A commitment to understanding client demands ensures targeted investment allocations.

Service Team: 1+1+N Professional Structure

The Xin Wealth Management service team consists of financial service consultants and specialists who collaborate closely with wealth advisors. This "1+1+N" framework aims to provide long-term support throughout the client’s wealth management journey, adopting a "buyer’s investment advisory" perspective to assist clients in preserving and growing their wealth.

Customer Service Hotline: 95305 ext. 8 (Xin Wealth Management Service).

Please note that investing involves risks; prudent decision-making is advised.