Zhanheng Financial

Beijing Zhanheng Financial Advisory Co., Ltd. is one of the first independent third-party financial advisory institutions in China and is currently a leader among domestic institutions providing family financial services. Founded in 2004, after years of market experience, Zhanheng has established an excellent image as a wealth manager among investors. Now, Zhanheng has embarked on a new journey in wealth management—private banking services—providing clients with personalized asset allocation services.
Adhering to the service philosophy of "independence, professionalism, and personalization," Zhanheng established a fund research center in 2004 and began providing public offering investment consulting and asset allocation solutions to clients in 2006. Including public funds, the products for asset allocation at Zhanheng have expanded to include financial products such as sunshine private funds, fixed-income strategy products, and equity investment products, providing a neutral and professional financial service platform for individuals and families in China.
In 2011, Zhanheng Financial received its first round of financing from Merit Capital. In 2012, Zhanheng Fund Sales Co., Ltd., a subsidiary of Zhanheng Financial, obtained an independent fund sales license from the China Securities Regulatory Commission (CSRC), focusing on professional research and sales services for public funds, providing personalized asset allocation services for a full range of public fund products to China's middle class, managing assets of over 30 billion RMB.
Zhanheng Financial's business is currently in a high-speed development phase, with multiple branches established across the country.
Zhanheng Financial upholds the tenet of "professionalism, independence, and personalization," maintains an independent third-party stance, adheres to a membership service model, and uses professional knowledge to safeguard and enhance clients' wealth. By tailoring financial plans and providing meticulous, step-by-step services, Zhanheng enables clients to fully enjoy the pleasure of financial management and realize their wealth dreams!
Service purpose:
Professionalism: Zhanheng Financial's research and consulting team possesses first-class professional capabilities and extensive experience in the financial industry.
Independence: Zhanheng Financial is independent of all financial institutions selling financial products and fully acts in the best interests of clients, ensuring an objective third-party stance.
Personalization: A professional team of financial advisors tailors financial plans for clients.
Service philosophy:
Starting from member needs, ending with member satisfaction.
Service objective:
To let clients enjoy the pleasure of financial management and achieve their financial goals.
Zhanheng Financial welcomes outstanding talents who aspire to become financial experts to join us. Our employees come from prestigious domestic and international universities and research institutions. In Zhanheng's unique working environment, they have gained valuable knowledge and experience. Their work not only generates substantial wealth for clients but also brings them a great sense of achievement. Through systematic training and talent development plans, Zhanheng helps employees achieve personal growth and knowledge enhancement, and through rigorous business processes and the company's rapid development, employees can realize their career plans. Zhanheng also provides opportunities for outstanding fresh graduates with master's degrees or above to settle in Beijing. We sincerely look forward to your joining!