Financial Coaching
We work alongside you, providing you with the necessary guidance to chart a clear and effective path.
We focus on empowering people, helping them develop and understand their financial potential and capacity.
The First Specialized Financial Advisory Company on the market
Why MinvestGrup?
A RELATIONSHIP BASED ON TRUST
We believe that mutual trust is fundamental to building strong and lasting relationships, so that we can accompany you in every financial decision.
PERSONALIZED AND TRANSPARENT ADVICE
Emotions are essential for making financial decisions, which we take into account with our clients..
FINANCIAL GOALS REAL
Our commitment is to help you achieve tangible and sustainable financial goals. We work with you to define a realistic and effective plan.
4 questions to start making your money profitable
The 4 Ps of money
Why do I want money?
What do I want money for?
For whom do I want money?
By when do I want money?
We are close to you.
We guide you in a personalized way.
Individuals and Families
Investment fund portfolios
Direct portfolios of fixed income and variable income
Specialized and thematic portfolios
Applying Artificial Intelligence technology
Familyoffice, EAF, Financial Institutions
Specialized and thematic portfolios
Creation of a portfolio balancing return - risk
Currency and financial markets hedging
Complex products: ETFs, Structured products
Tax Advisors, Consultancies
Collaboration with own clients to…
Plan their financial future
Make better financial decisions
Improve economic results
Individuals and families
It efficiently manages the family heritage, ensuring its growth and preservation. We advise you for an orderly and strategic transition in the generational change.
Companies
We identify the key areas that drive revenue. Our advice is aimed at optimizing the financial management of your business, enhancing its long-term profitability and sustainability.
Professionals
Ens enfoquem a crear oportunitats de creixement i millorar l’assignació de recursos, obrint noves vies que optimitzin el rendiment de la teva activitat professional.
Talk with our experts
We focus on individuals with the goal of making them aware of what they can do.