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Description

格上基金——综合金融资产配置服务的专业机构

【关于格上基金】
北京格上富信基金销售有限公司(简称“格上基金”) 于2015年4月21日成立,2016年2月取得中国证券监督管理委员会颁发的《经营证券期货业务许可证》,是经中国证监会核准,取得基金销售业务资格,专业从事公募基金及私募证券投资基金销售业务的独立基金销售机构。
十年来深度调研,以独立、审慎、专业、合规为基本原则,始终本着诚实、勤勉、负责的态度为高净值客户量身定制个性化资产配置方案,规避投资风险,让投资者享受舒心、省心、贴心的投资体验。
践行稳健合规的经营理念、以研究驱动为核心,助力投资者财富的保值增值与代际传承。

【格上基金优势】
1.净值秒查,全市场公、私募产品净值快速查询;
2.全品类产品,百万理财产品一键查询;
3.路演直播,投资大咖在线交流,探索财富增值要诀;
4.专人指导,专业理财师1对1定制个性化投资策略;
5.深度调研,强大的研究团队,及时的市场调研;

【过往荣誉】
第七届金鼎奖:“卓越独立财富管理机构”
《福布斯》“中国互联网金融50“榜单金象奖
中国证券投资基金业协会联席会员
福布斯中国优选理财师Top 50

格上官方网站:https://www.licai.com
理财热线:400-080-5828
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App Info

Category
Utilities
Languages
Chinese
Recent release
5.6.16 (2 weeks ago )
Released on
Oct 11, 2022 (2 years ago )
Last Updated
2 weeks ago
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