At Finantech we craft portfolios with a strategic split between Equities and Fixed Income, fully tailored to each client’s objectives. Thoughtful diversification and return optimisation sit at the core of our philosophy.
The equity sleeve invests in stocks listed on Mexico’s BMV plus global names via the SIC, complemented by ETFs that track worldwide indices. This provides border‑free exposure to countries not directly listed on SIC.
Every pick is driven by deep fundamental research with a long‑term lens, assessing management quality and strategy. Diversification minimises idiosyncratic risk while aiming for returns above the IPC benchmark.
Our fixed‑income bucket is built exclusively with AAA‑rated government and commercial paper, a track record with zero defaults in 24 years.
We actively manage tenors and rates to beat 28‑day CETES while keeping risk low—delivering predictable, reliable income streams.
We embrace a long‑term mindset built on strategic diversification, disciplined risk control, and lasting client partnerships. Our promise: clarity, safety, and sustained growth in every decision.
A Proven, Trusted Model: we foster client success through excellence and transparency—turning goals into reality, safely and efficiently.
Each transaction rests on thorough market and issuer research, using advanced tools to spot opportunities and govern risk with precision.
We map every client’s goals and risk appetite, crafting bespoke solutions aligned with their time horizon and vision.
Open, constant communication and detailed reporting underpin the trust we cultivate every day.
At Finantech we don’t just invest capital—we invest in relationships, shared success, and a clear vision of the future.
Explore how we operate and how we help you reach your goals.
Download our guide for in‑depth details on processes, instruments, risk profiles, and policies.
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