Our Services/Products

Our services and products are classified under 4 categories targeting at different risk and return appetites of our clients:

CF Income Funds/Accounts

Our objectives of funds/accounts under this category is:
To achieve a stable and reliable source of income stream for the investors in the forms of dividends or interests, on monthly basis in certain cases.

Sample Fund

Elephant Club Consumer Debt Fund

We established one of the first crowdfunding platforms in Hong Kong in 2016 named Elephant Club Consumer Debt fund. It invests primarily in notes issued by Elephant Club Limited (the "Elephant Club"). Elephant Club carries out the business of money lending in Hong Kong.

By investing in the Fund, investors will indirectly invest in the consumer lending business of Elephant Club and receive stable monthly incomes without concerns on the default risks of its loan portfolio.

For more information about the Elephant Club Consumer Debt Fund and the activities of Elephant Club, please go to the website www.elephantclub.com

CF Capital Growth Funds/Accounts

Our objective of funds/accounts under this category is:

To invest into fast growing enterprises in Hong Kong, China and Asian countries with strong potential to go for initial public offering (“IPO”) in 1 to 3 years.

Sample investment project:

Project Home

• The company is a fast growing furnitures retailer in Hong Kong
• Our client investor acquired the company in 2015
• Our client investor assisted the company to develop into China market which is fast growing
• The company’s sales and profits improved since acquisition, and was listed in HK GEM Board in early 2018

Our investment philosophy:

• No particular industry but relevant market must be growing
• Established enterprises in expansion phase
• Able to meet the IPO requirements in 1-2 years
• Capable management in the industry and seeking partner who is strong in financial strategy and able to provide funding for expansion

CF Opportunities Funds/Accounts

Our objectives of funds/accounts under this category is:

To invest in listed or newly listed (IPO) equities mainly in Hong Kong with unique opportunities or special situations

We offer discretionary investment services to our clients aiming for above market returns in short and medium team

Associated with the underwriting capability of Shun Loong Securities Ltd, we also offer our clients IPO stocks with good capital appreciation potential

CF Strategic Funds/Accounts

Our objectives of Funds/accounts under this category is:

To establish funds together with strategic partners to meet the specific needs of our clients

Sample joint venture

Since 2010, we have set up a joint venture with China Financial International Investments Limited (HKSE:0721.HK) and Goldlane Holdings Limited named China Financial International Investments Management Limited. We manage its listed securities.