Accumulation

If you identify your needs with any of these points you are probably in the second category of financial planning, where building wealth is what’s most important:

You begin to build or consolidate an economic wealth beyond your immediate needs.

House

You plan to acquire material assets such as cars, land, properties, etc.

Building

You are looking to materialize your financial freedom in a company or project.

People

You continue to invest money in your and your family's future.

During this stage of your financial life, you seek to consolidate your capital and thus start projects or begin to consolidate your assets through the acquisition of goods and services that will give you and your family peace of mind.

Plan into the future

In order to optimally consolidate your wealth, it is crucial to define your medium and long-term financial goals.

Consider:
Keeping all of your resources or more than the amount suggested in your Short-Term Reserve (what you save for immediate goals) can be an obstacle to reaching your future goals.

Interact with the graphic and learn more about each stage of Wealth Planning:

ACCUMULATION

STAGE

Accumulation Stage

You strengthen your capital by seeking projects and strategies that help you build the foundation of your wealth.

TRANSITION

STAGE

Transition Stage

You have already accumulated a certain amount of resources and are looking to optimize them, both the ones you currently have and those you plan to acquire.

RETIREMENT

STAGE

Retirement Stage

You aim to maintain the standard of living you’ve built, extend the life of your wealth, and ensure the possibility of securing your legacy.

Your financial goals are the key

At this point in your financial life, defining your financial targets is the key to consolidating your wealth:

Metas

Establish the medium and long term goals you want to achieve.

Calendar

Determine the time frame in which you would like to reach them.

Balance

Be sure to create a balance between the defined horizons and your goals.

Soluciones

Look for solutions that allow you to accumulate what you established in your balance.

 

What solution can improve your Accumulation of cash or resources?

tip

You need a comprehensive solution to help you close the financial gap between your stated goals and the way you invest your money.

risk

The biggest risk is not in investing, but in not achieving your goals.

We recommend these Actinver Mutual Funds that offer you greater long-term growth:

actig+

ACTIG+

Investment
horizon:
1 - 2 years

actig+2

ACTIG+2

Investment
horizon:
1 - 2 years

ACTIRVT

ACTIRVT

Investment
horizon:
2 - 3 years

SUPREMO

IMPULSA

Investment
horizon:
More than 5 years
Includes: Wealth Protection

Don't you know the advantages of these funds? Call us or Learn more

At Actinver we are aware of the different needs and goals you face throughout your life, that is why we guide you to achieve your objectives and find the ideal solution for each one of them.

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