Financial affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate investment, real estate brokerage; funds investment services; investment advice; financial asset management services; capital and fund investment; financial consultations; financial planning services; coordination of an investment portfolio's tax management needs; financial risk management; financial research; capital investment fund, financial asset, securities portfolio, and stocks and bonds financial management; debt capital advice and management; advisory services for acquisition or refinancing of real estate; private equity funds investment and advisory services; advisory services relating to the aforesaid services