Three steps to achieve your wealth management goals

1.Wealth planning

Wealth planning is the first step in family wealth management. It refers to the assessment of family assets, income and future financial needs.

The process of formulating solutions accordingly to achieve financial goals, covering risk protection, investment planning, retirement and pension planning, tax planning,

Financial needs in various aspects such as wealth inheritance and liability management.


2. Asset allocation

Nobel Prize winner in economics Harry Markowitz said: "Diversification of asset allocation is the only free lunch of investment." The core concept of asset allocation is "diversified allocation + long-term investment", taking advantage of the differences in risk drivers of different assets , reducing short-term fluctuations through diversified allocations can allow investors to stick to long-term investments and obtain long-term returns from risky assets.

SKOI is based on long-term macroeconomic judgments and long-term capital market assumptions, combined with the results of strategic allocation quantitative models and subjective judgments, to determine the strategic asset allocation ratios of different combinations, and make timely tactical adjustments according to changes in the market environment.

3.Program implementation

After the wealth planning and asset allocation plan is formulated, SKOI will use appropriate methods to put the plan into practice based on your needs.

High-quality and rare products screened by the comprehensive docking product research platform.

Special account business

Tailor-made for high-net-worth clients, based on your risk-return preferences, based on SKOI's years of research experience in asset allocation across major categories, and the high-quality product allocation pool accumulated through product research, we make reasonable decisions among major asset categories by combining strategic perspectives and market judgment. Decentralized investment to provide you with one-stop customized solutions.

Collection products

SKOI designs standardized collective products for different financial goals, grasps the pain points of the public's wealth planning needs, cultivates wealth management concepts such as early planning, long-term fixed investment, and decentralized allocation, and integrates SKOI's high-quality investment research resources for investment management to achieve your financial goals. Protect and protect.

Investment Advisory

SKOI has constructed multiple standardized product portfolios for different types of customer needs. By selecting diversified assets for diversified allocation and portfolio investment, it helps investors capture the long-term return space of digital assets while effectively reducing short-term fluctuations, on the premise of balancing risks. Achieve long-term preservation and appreciation of wealth.