Core Viewpoint - Guosen Securities breaks the shackles of standardized services by customizing exclusive paths for different client groups [1] Group 1: Customized Wealth Management Services - Retail clients receive inclusive services through "Guosen Xintougu," which offers account health diagnostics and portfolio configuration advice, supported by over 3,000 frontline advisors using live broadcasts and short videos to explain market logic [2][5] - High-net-worth clients benefit from "Guosen Leading 30," which collaborates with top market managers to design tailored cross-market, multi-asset, and multi-strategy allocation plans that align wealth management with life planning [2][5] - Innovative services like "Guosen Xinzhi Investment" provide post-purchase management solutions, with a dedicated advisory team diagnosing portfolio status and customizing adjustment plans based on clients' risk tolerance and liquidity needs [2][5] Group 2: Service Advantages in Wealth Management - Since the inception of the "Golden Sunshine" advisory service brand in 2005, Guosen Securities has expanded its reach to nearly 5 million clients, managing assets close to 500 billion [5] - The company has developed a comprehensive service system that includes pre-investment diagnostics, ongoing support during investment, and post-investment tracking [5] - A full-dimensional tool system enhances investment efficiency, from capturing market trends to implementing strategies [5] - "Guosen Xintougu" provides account health diagnostics and portfolio configuration advice, making professional guidance easily accessible through a combination of standardized headquarters and personalized branch services [5] - "Guosen Leading 30" connects with top market managers to create customized allocation plans across various markets and assets [5]
国信证券投顾服务品牌秀丨打破标准化服务桎梏 提供千人千面的财富管理服务