The company aims to provide insurance consulting, wealth planning advice, financial planning, financial brokerage, asset management, as well as tax and business consulting. It can also engage in any other business activities that promote its development or the fulfillment of its purpose, establish branches both domestically and abroad, invest in companies both domestically and abroad, finance companies, acquire, manage, and dispose of securities, as well as acquire, manage, encumber, and dispose of real estate. Furthermore, the company can participate in the brokerage of objects of all kinds.