Fear, mistrust, apprehension. If one does not know about investments and finances, those are the first feelings that appear. A logical fear of being wrong and losing everything. And from there, straight to paralysis, to doing nothing and seeing how, day by day, what could have been real savings is drowning in a sea of inflation. But there are ways not to navigate the ocean of finance alone.
With the idea of becoming a real and concrete guide that helps people change the way they manage their finances, Insider Finance, a fintech company with Argentine capital, was born. “The idea is to show that you can invest in another way through a principal account that allows people or companies to operate with various investment instruments, within the Argentine capital market, such as shares, bonds, Cedears or mutual funds, among others”, says Business Management Pablo Lazzati, Founder & CEO of Insider Finance. Pablo’s time in different companies, banks and brokerage firms in the last 10 years allowed him to forge all the experience that he offers today in his own company at the service of SMEs and people who need the help of a professional. Insider Finance SA is a legal Producer Agent (Matricula 1581), registered with the CNV (National Securities Commission) and authorized to advise on the Argentine Capital Market
– What are the specializations of the professionals that make up the Insider Finance team?
We are a team of financial analysts with certifications in Europe and Argentina, specialized in both business and personal finance and investment development. Currently we are 10 people in different areas of financial advice, Marketing, accounting and compliance.
– What kind of services do you provide?
In principle, we provide two services: Financing and Investment Advice, through a client account regulated by the CVN for an individual or a company, currently we advise clients jointly for a total amount of more than $7,000 million; and In Company Training on personal finance and simple investments, especially created for companies that want to offer a benefit to their employees through a course that will allow them to develop skills in managing savings and investment, as well as motivation and commitment to their personal financial goals. , thus reducing financial stress.
– What benefit does the company obtain that trains its employees with this type of course?
The main benefit of the company is to be able to offer a plus to its employees, in addition to the economic one, as companies in the United States and Europe do. With our training on personal finances and simple investments, employees reduce financial stress, since they can understand what the sources of income and expenses are, they can put together a budget and project.
– How long do they last and how are they implemented during business hours, face-to-face or zoom?
The most complete training covers topics of Personal Finance and simple investments, which has two two-hour sessions. On the other hand, we also give talks of 60 to 90 minutes in which we discuss topics such as: Bitcoin and Cryptocurrencies, Neuromanagement of business stress (aimed at middle and high company managers) and Personal Economy. They can be done within or outside business hours to be agreed with the company, and they are done dynamically by Meet, Zoom or the system used by the company. In live training we do different tests that generate a lot of employee participation. Entering their website (www.insiderfinance.com.ar) within the Corporate Services tab, they will be able to see in more detail the In Company training so that their collaborators “Become Protagonists of their Finances”.
Whatsapp: 011 2403-7196
Mail. [email protected]
www.insiderfinance.com.ar
IG/FB: @insider.arg
Linkedin: Insider Finance
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