(Source VnEconoomy) 2 2 1 Wealth Advisory Services VNDIRECT developed and laucnhed a service package of full advisory services and financial products to help investors in building their financial heal.
Trang 1(Source: VnEconoomy) 2.2.1 Wealth Advisory Services:
VNDIRECT developed and laucnhed a service package of full advisory services and financial products to help investors in building their financial health and long-term prosperity named “DGO package and Asset pyramid” Since then, the program has attracted multiple media attentions and public curiosity, from the experienced to students, families, elders, etc , basically everyone who has interest
in learning more about personal finance management
Not as crowded and mighty as the brokerage team, DGO program focuses on recruiting financial coaches and specialists who are skillful in building detailed financial plans for specific customers with different needs and goals The program consists of contents that help investors answer their own problems and pain points, starting to grow on their own financial journey, alongside with specialists from VNDIRECT
After two months, DGO program has attracted more than 3,000 registrations and more than 100 participants in each session Now, as the company enters a new face
of development in the upcoming years, VNDIRECTORS all encourage their clients
to embark on the DGO path for a long-lasting financial health
2.2.2 Underwriting and Issuance Agency Services:
2021 was the year of performance transformation for the corporate customers segment for VNDIRECT Some of the main and critical activities were underwriting and issuance agency services, securities investment advisory services, and financial consulting
VNDIRECT’S REVENUE FROM INVESTMENT BANKING SERVICES IN
2020 AND 2020