Workflow
且慢投顾服务2.0模式
icon
Search documents
且慢平台推出同路人权益体系 引导客户长期持有
Zhong Zheng Wang· 2025-11-11 11:01
Core Insights - The new "Companion Rights System" launched by Qianman, a platform under Yingmi Fund, is designed to enhance client engagement through a tiered rights structure based on average daily assets and duration of participation [1][2] - The system aims to encourage long-term holding behavior among investors by providing positive incentives and personalized wealth management services [1][2] Group 1: Companion Rights System - The Companion Rights System consists of five tiers determined by "average daily asset situation" and "duration of participation" [1] - Qianman calculates the average daily assets on the first day of each month, updating the rights tier based on the previous month's trading days [1] - The system emphasizes "duration of participation," rewarding clients with "time points" that accelerate the growth and upgrade of their rights [1] Group 2: Wealth Management Services - Qianman's investment advisory service 2.0 model has been operational for two years, focusing on personalized wealth planning and dynamic account management [2] - The platform aims to deepen personalized wealth management services and promote investor education to encourage long-term holding behaviors [2] - Qianman is committed to prioritizing client interests and providing professional advisory services to navigate market cycles for long-term returns [2]