When it comes to putting your money to work in the hands of others, no precaution is too much and asking about absolutely all aspects is the best principle of a successful investment: "How at risk will my assets be?", "In What markets will my capital move? ”,“ Will I invest in debt or in equities?
(What's more, what is that?) ”,“ How much experience do you have? ”
Grupo SURA has 70 years of development in the banking, insurance, pension, savings and investment sectors.
In Mexico alone, the firm has more than 7.7 million clients, more than 3,700 employees and manages more than $ 36 billion dollars.
So, if you talk about investment experts, SURA is an authorized voice.
“At Inversiones SURA we focus on offering investment solutions that fit each client.
For this we provide a comprehensive advisory model that covers every important aspect for them ”, they comment from SURA.
This service and consulting system of the company is based on four stages:
1. Identify.
Defining the investor profile of each client is the cornerstone of a good investment.
2.
Know.
In SURA, the needs of each one are listened to to understand their investment purpose and the term in which they would like to fulfill it.
3. Recommend
.
Choosing a personalized portfolio according to the needs and investor profile of each client is not an easy task, but SURA specialists make this process an experience full of learning.
4. Accompany.
Clients are assisted throughout the process and encouraged to fulfill their investment purposes.
Trust us, if your financial advisor hasn't gone out of his way to address these points, it's time to worry about where your money is.
More than options, investment solutions
SURA experts state that
90% of the return on an investment depends on two factors: the choice of the portfolio and the correct distribution of the assets.
"For this reason, our team of investment experts designed two solutions that take into account the investment purpose, the investor profile, the investment horizon and the level of specialization of each client," they share.
These are the investment proposals of SURA, a firm that has been recognized by the most important international rating agencies and financial institutions, such as Fitch Ratings, Standard & Poor's and Dow Jones:
Smart Backgrounds
.
It is a unique investment model in the market.
SURA's Smart Funds are managed by more than 50 experts located in 6 different Latin American countries, who are specialized by regions, nations and asset classes.
This level of commitment allows them not to lose a single detail in their market analysis to provide investment recommendations with the best growth opportunities.
Strategic Portfolios
.
They are solutions that seek global diversification, dynamism and investment opportunities in different markets.
Unlike Smart Funds, Strategic Portfolios are based on centralized investment tools that are generated by a large local and regional team of experts.
Both the Smart Funds and the Strategic Portfolios are divided into four categories: Debt, Moderate, Growth and Aggressive, which allow adapting to the profile and investment horizon of each client.
It does not matter if you want to invest focused on the education of your children, in your retirement or to grow your wealth, SURA experts will always find the best solution for you.
Do not hesitate to approach and ask them all the questions that cross your mind, they know that to grow in the world of investments Identifying, Knowing, Recommending and Accompanying their investors is more than simply providing a service, it is a commitment.
