Frequently Asked Questions

Finantech

Frequently Asked Questions

An investment model based on transparency, security, and capital optimization. Each strategy is designed with precision, prioritizing sustainable returns.
A personalized investment service, with strategies designed to outperform established benchmarks.
Each strategy is defined based on the investor's risk profile. Quarterly, an investment council analyzes the market and adjusts portfolios to maximize performance.
When contracting the service, a questionnaire is completed that allows us to design a strategy aligned with your financial goals and risk tolerance.
Investments are made directly in instruments such as CETES and government bonds, avoiding additional costs and optimizing returns.
Market opportunities are analyzed daily, and portfolios are adjusted based on the strategy defined for each investor.
Funds in fixed income can be liquidated the same day. For equities, the process can take up to 72 hours.
An official ID, RFC, CURP, proof of address, and a linked bank account are required.
The funds are not held in investment companies. They are deposited in the investor's name in banks such as Citibanamex, BBVA, and Santander.
No. The Securities Market Law prohibits financial advisors from receiving compensation from banking institutions, ensuring complete independence in decision-making.

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