Learn about our services
Learn about our financial consulting services
We are ready to adapt to your needs
01.
Family Finance Program
The Finances for Families program is designed to help you organize your household finances. In these sessions, we can help you set concrete goals so that money is no longer a topic of discussion. The program consists of three sessions, one per month. The first seeks to understand your financial goals or the difficulties you are facing. The second session consists of sharing the analysis of the findings and recommendations for optimizing your expenses and meeting your goals. The third session analyzes the results obtained and any difficulties you may have encountered in implementing them.
02.
Financial consulting for SMEs
Getting the best financing for your company isn't easy. And besides, you're focused on improving your business, so financial matters can be difficult. Don't worry, we're here to help you. With the Financial Optimization Programwe conduct a company evaluation and give you concrete suggestions to optimize the performance of your current balances and reduce your interest burden. We help you manage your registration with a Mutual Guarantee Company and get the best rates on the market. After the three free months have passed, a set number of monthly hours of financial consulting is provided.
03.
Financial Consulting Program for Individuals
Starting to invest from scratch is no easy feat! In these mentoring sessions you'll learn as you invest, and we'll guide you based on your needs. Financial consulting for individuals includes one-on-one advisory sessions, online courses, stock market reports and much more: you'll have everything you need to make your investment a success. There are different monthly plans based on your circumstances and budget. The most important thing is that no matter which plan you choose, you'll never be alone. We'll be with you throughout your learning process so you can invest successfully.
04.
Financial Consulting Program for companies
In such a competitive market, your company can provide added value to its employees by offering subsidized financial consulting servicesMake their paychecks go further for minimal cost! Services can be provided in two ways:
CORPORATE FINANCIAL CONSULTING 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.
CORPORATE BENEFITS FOR INDIVIDUAL FINANCIAL CONSULTING PLANS
The chosen plan for employees is coordinated with the company, obtaining quantity discounts.
05.
Opening of free national and international investment accounts
We have agreements with the country's leading brokerage firms so you can invest. We'll help you with the process and get started completely free of chargeSome of the brokerage firms we work with include:
Some of our service reviews:
Review 1:
«The Pocket Investor has helped me understand the fundamentals of investing in a clear and simple way. The courses and workshops they offer are very comprehensive and have given me the necessary tools to start investing with confidence. Additionally, the company's coaches are very professional and have provided me with personalized advice that has been invaluable in achieving my financial goals." – Juan P., The Pocket Investor client
Review 2:
«Thanks to El Inversor de Bolsillo, I've learned to make informed decisions about my investments The webinars and workshops they offer have allowed me to stay up-to-date on the latest financial market trends and have given me the tools to analyze different financial assets before investing. I highly recommend El Inversor de Bolsillo's services to anyone who wants to learn how to invest smartly." – María C., El Inversor de Bolsillo client
Review 3:
«The Pocket Investor has helped me transform my relationship with money. I've learned to see it as a tool to achieve my goals, not just a means of payment. The financial coaching I received helped me create a personalized investment plan that fits my needs and goals. I'm very grateful for the help The Pocket Investor has given me.” – Ana S., The Pocket Investor client
Review 4:
«" The Pocket Investor is an excellent option for learning how to invest in Argentina. The courses and workshops are tailored to the reality of the Argentine financial market, and the coaches have in-depth knowledge of it. Additionally, the company offers a variety of services so you can choose the one that best suits your needs." – Pedro G., The Pocket Investor client
Review 6:
«I recommend The Pocket Investor to anyone who wants to improve their financial knowledge and take control of their financial future. The company's services are high-quality and the prices are reasonable. I'm sure you won't regret investing in your financial education with The Pocket Investor." – Verónica L., The Pocket Investor client