1) Financial Optimization Program for companies
We help SMEs to obtain financing most competitive rates on the market already optimize the box through short-, medium-, and long-term investments. The program consists of six stages:
- Introductory meeting with management to share the company's overall objectives and the areas involved.
- 2 or 3 interviews are conducted with the areas defined above.
- The information is analyzed and a report is generated with possible financial improvements.
- The report is presented to management, indicating areas where the company's financial situation can be improved.
- The client has the full right to accept all, some or none of the agreed proposals.
- If one or more of the proposals are accepted, the processes of opening clients, submitting documentation, etc. begin.
However, the program is not limited to that: We can adapt it to your specific needsWe have an extensive network of contacts in the financial world to carry out any type of financial engineering you may need. If you have a financial problem, we have the solution.
Business Financing Fees:
• Financial Optimization Program: Free of Charge
• SGR Guarantee Management: Free of Charge
• ALyC account opening / maintenance: free of charge
• First three months of counseling (at the beginning of the program): Free of charge
• From the fourth month, a monthly fee will be charged according to the agreed number of consulting hours.
Benefits of the Pocket Investor's Financial Optimization Program
The Pocket Investor's Financial Optimization Program is like having a Financial GPS that guides you toward a more prosperous future. It offers you a series of tools and services to help you:
1. Save more and better:
- Analysis of your financial situation: A complete assessment of your income, expenses, debts, and savings to identify areas for improvement.
- Creating a personalized quote: A detailed plan so you know where your money is going and can optimize your spending.
- Effective savings strategies: Techniques to increase your monthly savings and achieve your financial goals faster.
2. Business financing:
- Personalized advice: A team of experts will help you define your investment objectives and create an investment portfolio tailored to your risk profile.
- Access to a wide range of financial products: Stocks, bonds, mutual funds, and more to diversify your portfolio and maximize your growth potential.
- Constant monitoring and follow-up: Your company's portfolio will be closely monitored to ensure it is aligned with your goals and adjustments made when necessary.
- We help you manage cheaper financing through a Mutual Guarantee Society.
3. Reduce debts:
- Debt payment strategies: They'll help you eliminate your debts more quickly and efficiently, saving you money on interest.
- Negotiation with creditors: The Pocket Investor can help you negotiate better payment terms with your creditors.
- Financial education: They will provide you with the tools and knowledge necessary to make informed financial decisions and avoid excessive debt.
4. Achieve your financial goals:
- Long-term financial planning: We help you define your company's long-term financial goals and create a plan to achieve them.
- Tax advice: They will provide guidance on how to optimize your taxes and reduce your tax burden.
- Peace of mind: Knowing that your finances are in good hands will give you the peace of mind you need to enjoy life.
- Flexibility: Know that no matter what your needs are, at El Inversor de Bolsillo we'll be ready to help you. Your needs are constantly changing, as is the situation in the country, but we're prepared for these changes and to help you adapt to the new market realities.
In summary:
The Pocket Investor's Financial Optimization Program is like having a strategic ally on your path to financial freedom. It offers you a comprehensive approach to take control of business financing, save more, invest wisely, reduce your debt, and achieve your financial goals.
Don't wait any longer! Take the first step towards a more prosperous future and contact us.
If you want to know more about Business Financing, we invite you to visit our YouTube channel.
2) Financial training
Corporate Mentoring Plan (Minimum 10 employees)
The company is provided with a monthly 1-hour webinar where market trends are analyzed, recommendations are provided, and questions are answered.
These sessions include ongoing advice via WhatsApp, telephone support, access to exclusive reports, portfolio assistance and balancing, personal portfolio reports, complimentary books, online course registration, and personal finance advice.
Corporate benefits for individual mentoring plans
The chosen plan for employees is coordinated with the company, obtaining quantity discounts.
From 1st to 5th: 10% discount (minimum 3)
From 6th to 10th: 15% discount
From 11th to 20th: 20% discount
From the 20th onwards: 25% discount
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