·Features  
·Content

CMB "Financial Management Planning" Service: to Plan a Colorful Life for You

Have you ever done anything to build yourself a carefree and colorful future?
Your future will be full of magnificence and pleasure, we wish to do our part to help you to have a colorful future with our professional financial management planning.
China Merchants Bank's "Financial Management Planning" service is designed to serve your future. According to your current financial status, wealth management experts in China Merchants Bank will develop a customized wealth management plan for you, and help you to make decisions, and achieve your personal financial objectives.
 CMB "Financial Management Planning" Service: plan a colorful life for you.

Help you to develop safe financial plans
We try our best in our financial plans to improve your financial defects such as short cash supply, irrational assets structure, and insufficient preparation for possible risks, and ensure your financial security and that of your family.

Help you to achieve reasonable returns on investment
Based on our analysis of your financial status as well as your will to take risks, we will suggest you a proper investment portfolio to help you achieve reasonable returns on investment.

Help you to maintain proper liquidity of assets
Based on overall examination of your consumption and liabilities, we suggest you an assets portfolio addressing your particular problems so that you will be able to maintain proper liquidity of your assets.

Features

1. Advanced and rapid:
a. With modern high-tech computerized system, we integrate and renovate our existing financial products, services and channels to quantify your financial goals, and rationally allocate your financial resources.
b. With Expert wealth managing system, we analyze your financial status quickly, and offer you rich and detailed wealth management reports.

2. Scientific and rational:
a. Based on cash flow analysis: we calculate the cash flow needed to achieve your financial management objectives, and obtain a "chart of cash flow requirement"; then we select proper investment portfolio while taking into account the sources of funds, and obtain a "chart of cash flow supply"; our wealth management consultants help you to assess these charts and eventually finish the wealth management plan.
b. While developing financial management plan, we will carefully consider all aspects of your financial status, which include your family situation, household assets, cash and financial assets, real assets and investment, as well as your liability, income, expenditure and will to take risk.

Content

1. Developing financial plans
Help you to analyze financial management objectives such as investment, real estate, automobile, education, and pension, and evaluate the gap between your current financial situation and those objectives. We also help you to develop personalized financial management solutions via financial arrangements such as more investment, asset liquidation, cash surplus distribution strategy and deficit offset.

2. Selection of financial products
We help you to assess and select all types of financial products that fit into your current financial status, and help you accomplish the financial management plan.

3. Providing Financial Information
We provide rich information on financial management, and help you to capture the opportunities at first sight, and win with every decision.