SERVICES
Savings
Savings instruments with the best returns, designed for each profile of saver and with different recognized institutions.
Financial news
Through our Blog, we share interesting articles on financial reflection and other topics such as health, well-being, etc. Visit in ...
Investments
Investing is a decision that must be made with creative knowledge and thinking about a time horizon. It is vital to do it with expert support. We have the best and access to investment funds for fixed income, equities, ETFs, diversified markets and more.
Business planning
All that you need financially for the operation of your company, standing out from financing, banking services and the elaboration of patrimonial and protection plans such as key man and inter-partnership schemes.
Retirement and Old Age Plans
two ways: slowly, and suddenly, all at once.
​
The cornerstone of JI Consultores Wealth Management is the design of a detailed financial plan that is tailored to your specific needs. It all begins with a comprehensive analysis of the different aspects of your life and finances, resulting in a better understanding of your plans and expectations in order to develop a detailed action plan today, with a clear vision of tomorrow.
Loans
Through our commercial partner Grupo Inbursa, the best evaluated by Condusef as of the first quarter of 2017, we can offer a wide range of credit options, both personal and corporate, mortgage loans and credit cards.