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Millas para el Retiro
Mexico
D
1-10 Employees
2017
Key takeaway
"Millas para el Retiro" is a product that enhances savings for retirement. It encourages consumers to focus on their future financial security.
Reference
Core business
Millas para el Retiro – Consume hoy u suma para tu futuro
Modum
Mexico
D
11-50 Employees
2019
Key takeaway
The company, as independent investment advisors, focuses on aligning your financial plan with your retirement goals and objectives. They offer expertise in asset allocation and portfolio construction, ensuring that your investments reflect your attitudes towards saving and spending.
Reference
Service
Services
Fidelity International Group
Mexico
D
1-10 Employees
1992
Key takeaway
Fidelity Americas is an international broker with over 20 years of experience in providing life, health, and investment solutions. Their focus on quality service and advanced technology suggests a strong capability in offering tailored financial solutions, which could be beneficial for retirement planning.
Reference
Core business
Fidelity Americas - Custom Financial Solutions
Broker Internacional con más de 20 años de experiencia en soluciones de vida, salud e inversiones. Operamos en todo el mercado Latinoamericano y del Caribe.
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Sherpa Capital
Mexico
D
11-50 Employees
2012
Key takeaway
The company specializes in the structuring, planning, and management of wealth, emphasizing a professional and personalized approach to meet clients' needs. With over 110 years of experience, they are well-equipped to develop tailored solutions for effective retirement planning and asset management.
Reference
Core business
Inicio | SherpaCapital
RW Consulting
Mexico
D
11-50 Employees
1997
Key takeaway
RW specializes in providing effective and personalized solutions, including strategic planning, which is essential for retirement planning.
Reference
Service
RW — Service
Capital y estrategia
Adulting
Mexico
D
11-50 Employees
2018
Key takeaway
Adulting is a financial consultancy that assists individuals in organizing their personal finances through tailored workshops and advisory sessions. Their services are particularly beneficial for those looking to invest and achieve financial goals, making it a valuable resource for retirement planning.
Reference
Product
ESTRATEGIAS DE INVERSIÓN PARA TI
¿Cómo se imparte la asesoría? ¿Lo puedo tomar aunque no sea mexican@? Todos nuestros cursos, talleres y asesorías son online para que lo puedan tomar todxs las personas del mundo. La plataforma que utilizamos es Zoom. ¿Para quién es esta asesoría? Es ideal para personas que tienen un capital disponible para invertir por arriba de $50,000 pesos mexicanos o más de $3,300 Dolares Americanos, adicionales a tu fondo de emergencia!!! El 80% del dinero debe estar bancarizado (es decir no efectivo) y quieren lograr metas a través de inversiones de diferentes riesgos, según su estilo de vida. También es ideal para persona que desean ampliar su portafolio de inversiones. ¿Qué se requiere para poder contratar la asesoría? ✍️Una laptop/computadora/ipad✍️ Internet✍️Manejo básico de Excel/ Google sheets ✍️Más de $50,000 pesos mexicanos o más de $3,300 usd ¿Cómo funciona la asesoría? Paso 1. Te haremos llegar un cuestionario online para que lo llenes. Paso 2. A través de un link agendarás tu sesión de entrevista. En esta sesión online, uno de nuestras asesoras, te preguntará tus metas, situación actual, información y contexto necesario para poder crearte tu estrategia. Paso 3. Crearemos un grupo de Whatsapp con tu asesora asignada para que te indiqué la fecha de la sesión de entrega de estrategia.Paso 4: Analiza, aprende y decide qué inversiones te gustaron para ponerlas en marcha. ¿Qué incluye? 1 entrevista online 1 sesión de entrega Creación de estrategia personalizada según tus metas y el riesgo que hayas elegido Implementación, asistencia, ayuda con documentación, y todo lo que necesites para que tus inversiones se realicen. Asistencia 24/7 a través de Whatsapp para dudas durante la duración del plan. ¿Cúal es la duración del plan? El plan no está basado en tiempo, tal cual, sino más bien el tiempo que nos tome implementarlo según lo que hayas elegido. Tu plan acaba hasta que tu dinero está donde elegiste, sin embargo tienes hasta 1 mes para elegir qué hacer. ¿Cuál es la diferencia entre el Taller de Inversiones para Millennials y este plan de Estrategia de Inversiones? El taller de Inversiones online, es un taller de 2 horas, de forma grupal y es idea para aprender cómo funcionan las inversiones, principios importantes, conocer opciones y que tu elijas con la información aprendida, lo mejor para tu dinero. Sin embargo, en este plan, es una asesoría personalizada, individual, creada y diseñada para ti 😎 ¿Lo puedo tomar con mi pareja?Sí, puedes comprar el plan en pareja y tener las sesiones juntos para decidir su estrategia de inversión acorde a sus metas, recuerden que es necesario que en conjunto tengan un ahorro de más de 100,000 pesos mexicanos o 6,600 dolares. Información importante que debes saber El plan está hecho para educarte en las opciones vigentes, adecuadas, analizadas por ADULTING y PROBADAS por nuestro equipo, e incluso, habiendo invertido nosotrxs mismxs en cada opción. El dinero nunca pasa por ADULTING y no somos responsables de las opciones propuestas. Nuestra labor es trabajar para ti con información y experiencia propia. ¿Qué formas de pago tienen disponibles? Puedes pagar directamente este link con tu tarjeta de débito o crédito.
Aviada
Hermosillo, Mexico
D
51-100 Employees
2017
Key takeaway
Aviada emphasizes its commitment to employee well-being and professional growth, which is essential for effective retirement planning. Their focus on providing good jobs and benefits suggests a supportive environment that values long-term employee satisfaction and security.
Reference
Service
Simplify Payroll for Your Business with Aviada - Aviada
Aviada ensures worry-free payroll with accurate compensation, streamlined processes, and proactive tax compliance.
Enture
Mexico
D
51-100 Employees
2004
Key takeaway
The company specializes in structuring and managing private equity funds and investment vehicles, which can be crucial for effective retirement planning. Their expertise in various sectors, including Agbusiness and Real Estate, may provide valuable insights for long-term investment strategies.
Reference
Product
Ámbar Seguros - Enture Capital
Cuidados Globales
Mexico
D
1-10 Employees
2015
Key takeaway
The company offers exclusive life insurance products designed to protect the assets of clients, emphasizing their commitment to safeguarding what matters most. With tailored plans, they focus on providing security for clients and their loved ones.
Reference
Service
Seguros de Vida – Cuidados Globales
Technologies which have been searched by others and may be interesting for you:
When exploring the Retirement Planning industry in Mexico, several key considerations emerge. Understanding the regulatory framework is crucial, as the Mexican government has specific laws governing pension plans and retirement savings. Familiarity with the "Afores" (Administradoras de Fondos para el Retiro) system is essential, as these entities manage mandatory retirement savings for workers. Challenges include navigating economic fluctuations, which can impact investment returns, and addressing the needs of a growing elderly population, emphasizing the demand for diversified retirement solutions. Opportunities arise from increasing awareness of financial planning and the potential for partnerships with international firms looking to enter the market. Environmental concerns are also relevant, particularly regarding sustainable investment practices within the retirement funds. The competitive landscape consists of both local and international players, necessitating a robust strategy for differentiation. As the global market increasingly values responsible investment, incorporating Environmental, Social, and Governance (ESG) criteria into retirement products can enhance appeal to socially conscious investors. Overall, potential entrants to this industry should conduct thorough research on these factors to develop effective strategies for success in Mexico’s evolving retirement planning landscape.
Some interesting numbers and facts about your company results for Retirement Planning
| Country with most fitting companies | Mexico |
| Amount of suitable service providers | 2 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 1992 |
| Youngest suiting company | 2019 |
Some interesting questions that has been asked about the results you have just received for Retirement Planning
What are related technologies to Retirement Planning?
Based on our calculations related technologies to Retirement Planning are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Retirement Planning?
The most represented industries which are working in Retirement Planning are Finance and Insurance, Consulting, IT, Software and Services, Other
How does ensun find these Retirement Planning Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.