THE RIGHT PLAN FOR YOU
When we talk about investments, some people immediately think of fluctuations in the markets and think of the risks attributed to investing in funds, stocks, etc.
An in depth analysis of your profile, looking at your goals and objectives, your age, and other important details are essential for the success of your personal financial planning. The project of a 30 year old who wants to plan and diversify for his retirement is very different from the project for a 60 year old client who just wants to diversify and protect his assets.
To meet the different profiles and needs, we have:
- Fixed Income Plans (With guaranteed fixed returns)
- Plans Indexed to indexes with excellent profitability potential and guaranteed capital invested.
- Plans indexed to indexes and which, in addition to the guarantee of invested capital, also have a guaranteed minimum return.
Our consultants will carry out a detailed analysis of the needs of each one and thus will be able to recommend the appropriate strategy for your financial planning.