Why take a financial mentorship?
Because it's very difficult to start alone, without anyone to help you or answer your questions. And you might not feel comfortable calling a call center, where you don't know who will help you today, let alone who will help you tomorrow. The advice we provide to our clients in our Financial Mentoring sessions is personalized and completely honest. We will always be by your side. .
I already have an account and don't want to change brokerage firms. Can I still count on your advice?
YYes, you can count on our advice. by taking out a mentoring plan (individuals) or a business plan. Opening an account with any of the ALyCs we partner with offers significant discounts.
What requirements do I have to meet to open an account?
It depends on the brokerage firm we work with, but generally speaking, an Argentine or local ID and being over 18 is enough To open a brokerage firm abroad, a passport is required.
Can I invest abroad or only in Argentina?
Yes. We have agreements with international brokerage firms for our clients, which also allow them to receive a discount on the consulting fee. They can also work with other brokerage firms at the client's discretion.
Do I need to have any prior knowledge?
NNo prior financial experience is requiredIn our financial mentoring sessions, we train you according to your knowledge. Only basic IT skills are required to open an account and perform regular operations.
What costs do I have to face?
Both the Account opening and maintenance are free. Only the instrument purchase fees are paid. These depend on each brokerage firm, but generally range from 0.5 to 1% plus VAT. In the case of Mutual Funds, no subscription or redemption feeCommissions are deducted from the fund's own performance. Financial mentoring plans have a monthly fee. Contact us via WhatsApp so we can share our commercial proposal with you.
Do you have any authorization to perform this operation?
YYes, we have the registration with the CNV as "Producing Agent" under number 1483. To obtain this license, you must first obtain a certificate of suitability in the Capital Market. You can verify this in the CNV website. searching for the registration number.
How can I make sure my money is safe?
All the operations we handle are endorsed by the National Securities Commission, which gives it a framework of transparency. All investments are channeled through authorized ALyCs. Once your account is created, you can verify that your investment portfolio is in Caja de Valores. We do not accept cash or make investments on behalf of clients. Our mentoring sessions focus on empowering clients and helping them make the best decisions with their own money.
Is there a minimum length of stay in the financial mentoring program?
The financial mentoring program can be cancel at any time. The minimum period is one month., with no maximum stay date. It's suggested you cancel your contract before the end of the calendar month to avoid incurring charges for the following month.
Regarding investments made in the ALyC, they can be sold during stock market hours with settlement within 24 business hours.
How do I schedule one-on-one counseling sessions?
All financial mentoring plans include sessions. They can be managed through a web calendar where you can check all available times. Sessions are generally offered Monday through Friday between 8 a.m. and 6 p.m. If you can't get a spot, you can request a replacement via WhatsApp, subject to availability. Sessions must be taken within the stipulated timeframe, with a one-week grace period for both sessions. Otherwise, they are forfeited and non-refundable.
What are the risks when investing?
The financial mentoring program is based on good faith By offering market guidance, it does not guarantee results. Investments in all types of financial instruments can lead to serious losses in extreme cases such as natural disasters, commercial fraud, popular uprisings, political instability, economic crises, etc. Over the long term, history shows that the benefits are much greater than the temporary losses that may occur. It's part of consulting to get clients used to, or at least tolerate, the degree of uncertainty that financial investments produce.
Want to know more?
You can see in detail what our financial mentoring consists of. here or you can schedule a meeting with us free of charge.
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