Reasons why taking financial mentoring is essential

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Getting started investing isn't easy. The possibility of serious losses terrifies many people just by hearing about it, or some have even experienced it themselves. With this Financial Mentoring program, you can learn how to improve your financial well-being. Our clients can learn while they investWe guide you step by step so you can open an account, take your first steps, build your investment portfolio, and see how it grows over time.

Mario Cape

Who could take a Financial Mentorship:

  • A professional who doesn't have much time to manage his long-term savings.
  • A retiree with savings decides to build a portfolio that allows him to live off the income.
  • A young man just starting his career saves a good portion of his salary and decides to invest it long-term, thinking ahead to his distant retirement.
  • A couple is planning a mid-term trip abroad and is looking for the best way to preserve their savings until the event.
  • An employee must manage the investments of his company and/or its owners.
  • Someone from the middle class looking for a better alternative to fixed-term deposits and dollars in their mattress.
Mentorías Financieras

Benefits of taking a Financial Mentorship

Although it depends on the strategy and the timeframe that the client aims for their investment, investing in the stock market, especially the purchase of shares, has yielded around 10% in dollars over the last 70 yearsThat doesn't mean every year will be the same, since the income is variable. But in the long run, the benefits end up far outweighing the moments of panic that occur in the market. And when they occur... we won't leave you alone. We'll help you, through thick and thin.

What is financial mentoring?

The mentoring or consulting program means learning how to invest in the stock market side by side with Mario Capeluto, author of the books El Inversor de Bolsillo 1, 2, and 3. He is a registered advisor with the Argentine National Securities Commission under registration number 1483. Services include::

ONE-ON-ONE COUNSELING SESSIONS

These sessions allow work together to put together an investment portfolio according to the client's needs, consult on specific investments, follow local and international market news, and address any questions that may arise. These are conducted via video call. The consulting session is yours; we adhere to your needs.

REGISTRATION FOR SELF-PACED COURSES

These courses, which can be done at your own pace Using any internet-connected computer, they allow you to acquire theoretical knowledge about investment instruments. They are composed of videos, readings, and interactive activities. They are an excellent complement to one-on-one consulting.

PERMANENT ADVICE VIA WHATSAPP

Our clients You can write your queries without having to wait for the consulting session.Your questions are not a bother, we are happy to help.

Confident businesswoman using her tablet and phone, smiling outdoors in sunlight.

ACCESS TO EXCLUSIVE REPORTS

Periodically We send the latest market news via WhatsApp, as well as strategies to follow, alerts and everything you need to keep them up to date.

PORTFOLIO ASSEMBLY AND BALANCING

Bonds, stocks, treasury bills, or mutual funds? There's no right answer to which is the best instrument. We help our clients choose which financial instruments to trade, and when to buy or sell—always based on their circumstances.

GIFT BOOKS

Our customers receive free financial books with shipping included to any Correo Argentino branch nationwide.

Libros de Finanzas El Inversor de Bolsillo 1, 2 y 3
Books The Pocket Investor

PRIORITY FINANCIAL ADVICE BY TELEPHONE

Our clients can receive additional support by phone according to their needs.

OWN PORTFOLIO REPORTS

We share the power to know what the author of the books The Pocket Investor, Mario Capeluto, invests in in real time.

PERSONAL FINANCES

It includes advice on optimizing daily expenses, using credit cards wisely, managing loans, and more, as well as an electronic platform for managing your household finances.

How to get started in the financial mentoring program:

  • If you already want to start, Click here to register online.
  • If you'd like more information, please request a commercial proposal via WhatsApp.
  • Optional: Open an account if you don't have one or request a change of advisor (these steps allow you to receive a discounted price on mentoring sessions).
  • Once registered, you can schedule your first follow-up meeting.

Any additional questions or concerns?

Visit our frequently asked questions either Our site The Pocket Investor.

You can write to us at +54 9 11 3798 6401 and we will respond as soon as possible ..

Watch the video that explains the program in one minute:

See more notes from our Blog:

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