Financial Planning
service is a comprehensive process that helps individuals and businesses set and achieve their financial goals by creating strategies for budgeting, saving, investing, and managing their finances effectively.
service is a comprehensive process that helps individuals and businesses set and achieve their financial goals by creating strategies for budgeting, saving, investing, and managing their finances effectively.
service is a professional service that involves the management and oversight of investment portfolios on behalf of individuals or institutions, with the goal of maximizing returns and minimizing risks.
is a strategic process that involves analyzing and optimizing a person’s or business’s financial affairs to minimize tax liabilities and maximize tax efficiency.
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Founded in October 1995, CITIC Securities Co., Ltd. was listed and traded on the Shanghai Stock Exchange in 2003 and on the Hong Kong Stock Exchange in 2011, and is the first A+H listed securities company in China, with CITIC Limited as its largest shareholder.
The company’s mission is to help improve the functions of the capital market and serve the high-quality development of the economy, and is committed to becoming the leading domestic and international first-class Chinese investment bank most trusted by global clients.