E Fund's Wealth Business First Quarter Personal Customer Fund Agency Scale Approaches 10 Billion Yuan

SadMoneyMeow · 2026-04-03T14:29:03+00:00

E Fund Wealth, in its first full quarter of operation, has a personal client fund distribution scale of nearly 10 billion yuan, benefiting from optimistic market expectations and the transformation of its wealth management model. The company emphasizes enhancing product competitiveness and customer service, and will continue to focus on the development of its fund advisory business.

SadMoneyMeow

2026-04-03 14:29:03

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Recently, E Fund Wealth has released its first complete quarterly operating results since launching its sales business. As of March 31, E Fund Wealth’s personal-customer fund distribution custody/holding scale reached nearly 10 billion yuan.

The rapid breakthrough in E Fund Wealth’s Q1 distribution custody/holding scale is driven not only by long-term optimism for the capital markets, but also by the broader trend in the wealth management market toward a buyer-oriented model. After six years of accumulating experience from fund investment advisory (investment advisory) business pilot programs, E Fund Wealth officially launched its sales business on December 23, 2025. It rolled out professional investment advisory services and distributed funds across the entire market through its own platform, “e Wallet,” enabling investors to experience a high-quality investment experience.

In recent years, residents’ wealth has continued to grow, and concepts such as scientific investing and asset allocation have gradually gained public acceptance. Investment advisory institutions, leveraging their professional investment research and asset advisory capabilities as well as high-quality accompanying services, have been recognized by investors. More and more investors are choosing to use investment advisory institutions for wealth planning and investment and financial management. E Fund Wealth stated that the company will always adhere to the core of its fund investment advisory business, follow a “small but excellent” development path, focus on improving product competitiveness and customer service quality, and steadily and solidly carry out wealth management business.

Daily Economic News

(Editor-in-charge: Guo Jiandong)

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