Advisory Services
¿Qué es asesoría de inversiones?
Este servicio está pensado para clientes que buscan un acompañamiento cercano y a la medida para invertir su capital. Pinvest realiza un diagnóstico de objetivos, horizonte y tolerancia al riesgo, y elabora propuestas de inversión específicas según las necesidades específicas de cada cliente. El servicio incluye reuniones periódicas, seguimiento, visitas y la entrega de informes técnicos con análisis y recomendaciones. Es una opción ideal para clientes con patrimonios elevados que requieran un soporte continuo en sus decisiones de inversión.
Tailored Approach
- Personalized financial strategies
- Comprehensive assessment of individual circumstances
- Adaptability to life changes
- Convenience through streamlined processes
- Dedicated support and communication
Periodic Reporting, Account Analysis, and Consolidation
- Enhanced transparency
- Better decision-making
- Comprehensive view of financial health
- Greater efficiency and accessibility
- Proactive risk management
- Customized insights
Transparent compensation model
- Alignment of interests
- Transparency and clarity
- Objective advice
- Cost efficiency
- Long-term focus
Access to top-tier custodians
- Flexibility in banking relationships
- Trust and security
- Customization of investment solutions
- Access to a variety of financial products
- Cost efficiency
Monitoreo e informes periódicos
Pinvest offers advanced reporting and high-quality analytics capabilities. Report categories include:
- Portfolio summary
- Account statement
- Detailed analysis by asset class
- Transaction report
- Cash flow and liquidity report
- Historical portfolio performance
- Risk analysis
- Geographic exposure
- Historical returns
- Fees and commissions
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Preguntas Frecuentes
The client only pays an advisory fee, which corresponds to the professional financial management and guidance service provided by Pinvest. There are no additional charges for access to the digital platform with consolidated financial information or for receiving reports, thereby ensuring transparency and clarity in the costs associated with the service.
Yes. Clients can access their reports through an advanced digital wealth management platform that centralizes financial information securely and efficiently. This platform allows consolidation of all types of assets—liquid investments, alternative assets, real estate, collections, and more—and generates personalized reports with a clear view of total wealth. To log in, clients use a username and password provided by their Pinvest advisor, enabling them to consult their reports and view the status of their portfolio at any time, with high security and ease of use.
Pinvest’s personalized advisory service is available to high-net-worth individual clients, family offices, and institutions seeking investment solutions aligned with their financial goals and risk tolerance. This service focuses on providing tailored financial strategies, comprehensive wealth analysis, and proactive portfolio management, combining the expertise of the Pinvest team with a transparent and fiduciary approach.
Top-tier custodians are highly recognized and reliable financial institutions that provide investment asset custody services and keep clients’ investments secure and separate from the advisory firm. These custodians have a strong reputation in the industry and comply with strict standards of security, transparency, and regulation. Pinvest works with top-tier custodians to ensure that clients’ assets are safely protected, with access to robust investment platforms and efficient asset management. Additionally, these custodians provide clear traceability and a high level of investor protection.