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专利概况
专利名称 System for asset management based on real estate
申请号 KR1020150078952 申请日
公开(公告)号 KR1020160142996A 公开(公告)日
申请(专利权)人 WEFUNDING CO LTD 发明人 LEE JI SOO; LEE JI HWA
专利来源 国家知识产权局 转化方式
摘要

The present invention relates to an asset management system for investment. According to the present invention, a real estate based asset investment system comprises : an input unit receiving operational asset information; a comparison unit comparing a predetermined or updated reference amount with the asset information; and an asset management unit investing asset in a real estate product according to a comparison result, and distributing the asset to an investment portfolio consist of a plurality of products including the real estate product when the asset information exceeds the reference amount. Accordingly, the system sets a customized asset operation plan according to an investment goal and investment amount of a customer, and ensures a fixed earning rate through a rental contract based on the real estate product when operating the asset. Moreover, the system enables to construct a portfolio composed of other investment products in addition to the real estate product when the asset exceeds a reference amount, so high profitability may be ensured.

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