{"id":24497,"date":"2023-03-27T11:43:30","date_gmt":"2023-03-27T09:43:30","guid":{"rendered":"https:\/\/ginvest.es\/\/assessorament-personalitzat\/"},"modified":"2023-11-28T13:52:36","modified_gmt":"2023-11-28T12:52:36","slug":"assessorament-personalitzat-independent","status":"publish","type":"page","link":"https:\/\/ginvest.es\/ca\/assessorament-personalitzat-independent\/","title":{"rendered":"Assessorament financer personalitzat"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ module_class=\u00bbtheTitle\u00bb _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Assessorament financer personalitzat<\/span><\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb1_2,1_2″ module_class=\u00bbcentradoVertical\u00bb _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

Qu\u00e8 \u00e9s l’assessorament personalitzat?<\/h2>\n

Sobre la base de la teva planificaci\u00f3 i objectius financers t’ajudem a construir una cartera a mesura mitjan\u00e7ant propostes d’inversi\u00f3 amb recomanacions personalitzades i adequades a a el teu perfil de risc.
L’assessorament financer personalitzat pot realitzar-se independentment de l’entitat financera on tinguis dipositat els teus diners i les teves inversions.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_image src=\u00bbhttps:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/ginvest-assessorament-personalitzat-independent.jpg\u00bb alt=\u00bbAssessorament personalitzat independente foto decorativa\u00bb title_text=\u00bbginvest-assessorament-personalitzat-independent\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb custom_padding=\u00bb0px||||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb1_2,1_2″ module_class=\u00bbcentradoVertical\u00bb _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_image src=\u00bbhttps:\/\/ginvest.es\/wp-content\/uploads\/2023\/06\/asesoramiento-financiero-independiente-ginvest.jpg\u00bb alt=\u00bbAssessorament financer independient\u00bb title_text=\u00bbassessorament-financer-independent-ginvest\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.20.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

Per qu\u00e8 t’interessa l’assessorament?<\/h2>\n
    \n
  • Seleccionem les millors idees d’inversi\u00f3 utilitzant el cat\u00e0leg de productes de les entitats financeres amb les quals habitualment treballes.<\/li>\n
  • Tamb\u00e9 et podem aconsellar una entitat eficient en costos i que s’adapti perfectament a les teves necessitats.<\/li>\n
  • Consolidem i monitorem totes les teves inversions en una \u00fanica cartera global a l’efecte de controlar la distribuci\u00f3 d’actius agregada.<\/li>\n
  • Evitem duplicitats, inefici\u00e8ncia en costos o productes de campanya en altres entitats.<\/li>\n
  • Et proposarem canvis per a ajustar la cartera si la situaci\u00f3 dels mercats ho requereix amb reunions particularitzades a trav\u00e9s de noves propostes que acompanyarem amb informes de mercat i material audiovisual.<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1″ module_id=\u00bbpasos-servei\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb background_color=\u00bb#f2f2f2″ locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb custom_padding=\u00bb||4em||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

    Com comencem l’assessorament?<\/h2>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00bb1_3,1_3,1_3″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_3″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text module_class=\u00bbnumero\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

    01<\/span><\/strong><\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbtitular\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    Ens coneixem i definim el teu perfil com a inversor<\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbdescripcion\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    El teu assessor personal avaluar\u00e0 quins s\u00f3n els teus objectius d’inversi\u00f3, la teva situaci\u00f3 financera i coneixements relatius a productes i actius financers a l’efecte de determinar quin \u00e9s el teu perfil de risc com a inversor. Aquest punt \u00e9s clau per a garantir-te la m\u00e0xima protecci\u00f3 com a inversor i respondre de la idone\u00eftat de les nostres propostes.<\/p>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_3″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text module_class=\u00bbnumero\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

    02<\/span><\/strong><\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbtitular\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    Realitzarem propostes d’inversi\u00f3<\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbdescripcion\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]Dise\u00f1amos un plan que traduzca tus objetivos en activos financieros. Establecemos un estricto control del riesgo que garantice que la cartera se ajustar\u00e1 siempre a los par\u00e1metros de riesgo definidos en base a tu perfil.<\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_3″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text module_class=\u00bbnumero\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb hover_enabled=\u00bb0″ global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0″]<\/p>\n

    03<\/span><\/strong><\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbtitular\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    Monitorem i avaluem<\/p>\n

    [\/et_pb_text][et_pb_text module_class=\u00bbdescripcion\u00bb _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    En el cas d’executar les nostres recomanacions, et sol\u00b7licitarem la documentaci\u00f3 relativa a les operacions realitzades per a monitorar la cartera i procedir als ajustos necessaris en cas de variaci\u00f3 de les teves circumst\u00e0ncies personals.<\/p>\n

    Aix\u00ed mateix, avaluarem peri\u00f2dicament els resultats obtinguts per a proporcionar-te la informaci\u00f3 relativa al compliment dels objectius plantejats i ajustar la cartera amb noves propostes si aix\u00f2 fos necessari.<\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1″ module_class=\u00bbcontactoCTA dark\u00bb _builder_version=\u00bb4.20.4″ background_image=\u00bbhttps:\/\/ginvest.es\/wp-content\/uploads\/2023\/03\/contacto-background-scaled.jpg\u00bb global_module=\u00bb939″ global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.16″ background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4″ _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.20.4″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    Contacta amb nosaltres<\/h2>\n

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    Ayudamos a definir tu propia estrategia financiera y a construir una cartera de inversi\u00f3n que mejor se adapte a tus necesidades, objetivos personales, familiares, profesionales y econ\u00f3micos de la mano de un equipo de profesionales.<\/p>","protected":false},"author":1,"featured_media":24506,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-24497","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nAssessorament financer personalitzat - GINVEST<\/title>\n<meta name=\"description\" content=\"Necessites assessorament financer personalitzat? 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