MyFP Wealth Advisory Co., Ltd, founded by Mr. Yan Zhenjie in 2004, being a leading wealth management company and the leader of the independent financial advisor with a great reputation in China. By the end of 2011, MyFP serves more than 10,000 clients, with the client assets about 15billions RMB. There are 8 branches around Beijing, Shanghai and Shenzhen, MyFP has finished the A series financing with VantagePoint Venture Partners in July, 2011.
MyFP mainly offers face-to-face financial consultant service with commission-based and fee-based for high-net worth individuals, the products involved in the portfolios covers Hedge Fund, Mutual Fund, Trust, Private Equity and other alternative product, by which MyFP can offer a professional financial service platform for individuals and families in China.
Independent--- MyFP is quite different from the traditional financial institutions which being the products provider, we are only an advisory service provider whose by aligning the client interests with us ; No limitation and sales proxy on any financial products. Our services start by deeply understanding client's needs, move forward with client's goals, tailor-made client's personal financial plan and concentrate on safety and appreciation of client's possession.
Professional--- With our strong IT background and the support from our financial experts, professional financial consultants and well-established management system, we developed Fund Investment Expert System(FIXS) and Fund-star Rating System which being
a significant references on investment analysis and decision-making. We believe these can help our advisor to deliver rational asset allocation for clients' possession increment.
Personalized---We believe that face to face communication is more important before investment decision made at any time and every client is quite different from each other. Our exclusive financial consultant will provide detailed family investment diagnosis and professional research reports to reach every client's needs. We offer our clients comprehensive customized investment plans with valuing their expected return and affordable risk.
Feb, 2004 Mr. Yan zhenjie, the founder of MYFP, set up "Tianen mutual fund research Center" to develop "Mutual-fund rating system".
Jul, 2005 Launched the first independent financial advisory(IFA) training program in China with the philosophy' Professional, Independent and Personalized ' and try to deliver mutual fund service for clients.
Mar, 2006The operation of domestic leading self-developed 'wealth management consultant software ' which enhance the advisor to help our client optimizing their asset allocation and upgrade our service level.
May, 2008 Developed the software system "Hedge Fund Rating System",
Jul, 2008 Launched the first" Private investment Summit Forum" in Beijing(12th this Jan.)
May, 2009 The client exceed 2,000 across China;
By the end of 2011, more than 150 advisors from MyFP is serving clients across China.
