A consulting firm that began operations in 2018 with continuous improvement projects as well as IT, to later in 2021 add financial and real estate services in the southeast of the country.
We put the experience of our experienced consultants at the service of our clients in all areas and throughout the country.
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Make a plan and set your profitability goals. By doing this you will be able to make decisions according to your profile and objectives, so if you see risk you can protect yourself or, in certain case, risk more to increase your profits.
Determine the starting point. Choose instruments with which you feel safe, remember that you can later change them for others when you want to take a risk or return to them in case you require shelter.
Stay on top of commissions. Depending on the type of investment you choose, there will be intermediary institutions, so there could be commissions for profits, so you should consider that percentage.
Check periodically. From time to time monitor the progress of your investments. If they have not produced results, consider changing tools to refocus the path.
Invest safely. Only place your money with institutions that are duly supervised, regulated and authorized by the CNBV, the National Banking and Securities Commission.
Take care of the deadlines of your investments. Markets are often volatile; Therefore, try to analyze with an advisor the terms in which you will have active investments. The idea is that you can predict if there could be losses and the time frames in which it would be possible to recover them.
Increase your financial culture. One of the best tips is not to make moves on instruments that you don't know or how they work. The more you know about investment tools, the more you will be able to get better returns on your money. Furthermore, it is important that you know what they are talking about when they offer you to make transactions or place resources in a new instrument. Knowing will allow you to make the best decisions about what to do with your money.
Senior Advisor
Senior Advisor
Senior Advisor
Study your options. Knowing the goal of obtaining more performance, less risk and a limited time horizon, you should study the alternatives you have to achieve it and then choose the most appropriate option for your needs.
When talking about investments, you have surely heard the following phrase: “never put all your eggs in one basket”, what it refers to is that it is not advisable to invest all your money in a single instrument. That's why the best investors diversify.
You have to consider that there is always a component of uncertainty, so the risk of any investment will never be zero and will always be closely related to any instrument, since all investments run certain types of risks, some more and others less. Those that are less secure usually give you higher interest rates in exchange.
However, it is possible to reduce it, especially by choosing low-risk products or reduce it with diversification strategies that ensure that when one investment goes bad, the others can generate returns.
Although this is a personal decision and depends on the analysis you have done, it is important that you know the characteristics of risk, profitability or liquidity that you can obtain from one moment to the next with some of the most common investment instruments.
You also have to think about how much money you are willing to invest and your preferences when it comes to control. If you have just decided to invest and are about to start, do it with low-risk instruments, as this will allow you to increase your knowledge and begin to familiarize yourself with the world of investments.
