Investment and wealth management

Consult our insurance policies for investment and wealth management

Stock Market Agency

Our advisor in the financial instruments market, and the recent creation of a securities agency in the agency, with the best training, to be able to offer a real and quality service on the different financial instruments. Aiming at looking for the best buying and selling of current securities in financial markets around the world. To strengthen the client’s economic position

From investment funds, to a new offer in fixed-term money with a fixed return and guaranteeing this investment through Allianz, with the state supervision of the Comisión Nacional del Mercado de Valores, which is a guarantee for our investments.

Saving plans

Savings plans, products marketed to give a return guaranteeing the capital you save, we have the perfect product for your savings to have the money guaranteed through the product marketed by Allianz, called Allianz Perspektive that guarantees you the capital for a minimum of ten years, being able to redeem it at any time during the life of the plan, we have more products that we can adapt to your financial situation, you save and we make your money grow.

Investment Funds

The financial market is currently characterised by investment funds, which is a financial instrument that concentrates the various contributions of investors on a wide range of assets, such as bonds, equities, derivatives, currencies and other non-financial products such as real estate or commodities.

Pension plans

The peace of mind of looking after our financial future, once we move into retirement, and want to have a healthy and orderly economy. We will study the best way to save for the future, or if you have a plan with another entity, we can study and improve the one you have to give you the best profitability in the future.