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In response to the advent of the era of low interest rates, the importance of preserving and gradually increasing the value of assets in the medium and long term is increasing day by day! Everyone needs to know the correct way to manage assets in order to pursue more wealth or protect the wealth they already have; good asset management methods should include setting medium- and long-term financial goals, establishing asset management processes, and observing discipline during the execution process. Developing long-term savings habits and good financial management skills is a lifelong career. It is as important as maintaining good health. GIA has set out the following asset management steps to help you manage your assets effectively:


Financial diagnosis

Financial and tax planning

Investment Strategy & Risk Management

Instant account analysis

Performance Evaluation

(一) Instant account analysis

After you have formulated your investment strategy and risk management and completed your investment layout, another important issue is how to manage your account. The biggest problem with account management is:

  1. Investment accounts are spread across different companies
  2. Different companies send statements at different times and frequencies, which is inconvenient to manage
  3. When you receive the bill, the net value is already historical information and cannot reflect the asset changes in real time.
  4. Not understanding the fund attribute classification makes it difficult to manage and adjust asset allocation
→ Account integration analysis is not easy !!!
Therefore, you need an efficient and real-time online account service to solve your problem. :
My Wealth Management Account   Investment Account Integration
  Investment and savings plans
  Retirement account and children's education fund account management
  Asset allocation analysis and management
     
Investment Performance   Investment performance and investment performance analysis
  Medium and long-term fund management
  Domestic and foreign asset management

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