Mirae Asset Securities (006800.KS) is attracting customers with differentiated wealth management (WM) services, with its diversification strategy across quality assets such as artificial intelligence (AI) and multiple countries drawing favorable reviews.
Mirae Asset Securities announced Wednesday that subscriptions to its Customized Wrap (branch-managed wrap), a one-on-one tailored asset management service, have surpassed 4.2 trillion won. The valuation amount stands at 7.7 trillion won, generating approximately 3.5 trillion won in customer returns. The company attributed the performance to its long-term investment philosophy centered on global innovative companies and a rebalancing strategy focused on quality domestic stocks.
Mirae Asset Securities' Customized Wrap adjusts portfolio weightings based on companies' "innovation" and "competitiveness." Rather than concentrating investments in specific countries, the service focuses on preemptively responding to quality assets such as AI and semiconductors.
The firm is also enhancing its digital-based services to enable customers to use asset management services more conveniently. The "On-Site Subscription Service" is a representative example. Private bankers (PBs) visit customers at their preferred locations to provide one-stop support, from account opening and management strategy consulting to wrap account subscription on the spot. The non-face-to-face video consultation system has also been upgraded. Through a real-time screen sharing function, customers and PBs can review product details together while receiving professional asset management consultation.
"We maintain a stable portfolio operation principle centered on large-cap quality stocks by strictly setting the universe of stocks eligible for inclusion in wrap accounts," a Mirae Asset Securities official said. "To prevent over-concentration in specific stocks, we systematically control inclusion ratios, and we have built a system that automatically restricts purchases when assets with risk grades exceeding the customer's investment profile are included, further strengthening financial consumer protection."
