MinvestGrup

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The First Specialized Financial Advisory Company on the market

Company registered with the CNMV nº 254

Individuals
Professionals

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

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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

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Tax Advisors, Consultancies

Collaboration with own clients to…

Plan their financial future

Make better financial decisions

Improve economic results

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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.

Individuals and families

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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.

 

Financial advisor

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.

Financial advisor

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.

Financial advisor

Talk with our experts

We focus on individuals with the goal of making them aware of what they can do.
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