China Fortune Financial Group Limited, an investment holding company, provides securities, insurance brokerage, asset management, margin and corporate finance, proprietary trading, and money lending services in Hong Kong. The company operates through Securities Brokerage and Margin Financing, Corporate Finance, Money Lending and Factoring, Consultancy and Insurance Brokerage, and Asset Management segments. It offers financial advisory services, including transaction structuring; compliance of listing rules/takeovers codes; mergers and acquisitions advisory; project valuation; corporate rescue and resumption of trading; transactional documentation; and corporate restructuring and financing. The company also provides independent financial advisory services, such as connected transactions/ continuing connected transactions; takeovers codes related transactions; privatizations; independent opinion on adjustment of financial instruments; and independent advisory for the independent board committee and non-public disclosure issues. In addition, it offers pre-IPO advisory and sponsorship services; and discretionary investment portfolio management services for high net worth individuals and institutional clients. Further, the company provides wealth management services, which include personal financial planning, investment and portfolio management, retirement planning, education planning, and employee benefit schemes and MPF advisory, as well as family and business risk management and insurance protection services. The company was formerly known as China Fortune Group Limited and changed its name to China Fortune Financial Group Limited in September 2011. China Fortune Financial Group Limited is headquartered in Central, Hong Kong.