Insider Finance is an Argentine Fintech that was born “with the aim of helping people change the way they manage their finances, showing them that they can invest in another way through a client account that allows them to operate with various investment instruments, within of the Argentine capital market, such as stocks, bonds, Cedears or mutual funds, among others”, says Business Management Lic. Pablo Lazzati, Founder & CEO of Insider Finance, who in the last 10 years He went through different companies, banks and brokerage firms where he obtained all the experience that he offers today in his company. Being a Producer Agent, certified by the CEFA (Certified European Financial Analyst), registered with the CNV (National Securities Commission), Pablo is more than qualified to advise, not only in Argentina but also in Brazil, Europe and the US.
– Who makes up the professional team of Insider Finance?
We are a team of financial analysts with certifications in Europe and Argentina, specialized both in the development of business and personal finances and investments. We are currently 10 people who work in different areas: Financial Consulting, Accounting, Marketing, communication and training.
– Can anyone start in the world of finance and investment, even if they do not have a large capital?
Of course. We were born in Argentina under the concept of “Be the protagonist of your finances”, since personal and business finances, as we understand it, arise from within. You don’t need to be a financial professional to understand what an interest rate is or how inflation goes up every month; You don’t need to have large capitals to invest either, since to have a diversified portfolio in different instruments (that is, not to put all your eggs in one basket), with savings of $200,000 you can start and your ideal advisor will guide you. in this process.
– What is the most important thing to keep in mind as an investor?
We are a company with young and enterprising blood, we have a trained work team capable of advising our clients on market trends, and sharing with them the way we understand numbers and finances. Planning is the foundation of good financial health. At the time of putting together a portfolio of assets, we evaluate our clients’ risk aversion through a test, understanding the time period to invest, as well as their preferences in the type of industries and/or instruments. Currently, the markets worldwide are going through a moment of volatility, which is why the ability to face discouraging situations, accompanied by a market analysis and an adjusted asset portfolio, will bring us benefits and we will know how to take advantage of situations of increases/ low taking these as opportunities. Given the lack of financial education, the need arises for us as a company to make available our knowledge, experience and commitment for a correct financial management of our savings and investments, both for individuals and for companies.
– What services do they provide?
In principle, we offer two services: Advice on Financing and Investments, through a client account regulated by the CVN for a person or a company; and In-Company Training on personal finances and simple investments, specially 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. Today, we have trained more than 1,000 collaborators from companies that hire our courses to encourage their employees to manage their money efficiently and to protect their savings from economic inclemencies. The current economic situation in which we live, both in Argentina and in the rest of the world, makes this the right moment to stop waiting and become, definitively, the Protagonist of Your Finances.
WhatsApp: 011 2403-7196
Mail. [email protected]
www.insiderfinance.com.ar
IG/FB: @insider.arg
Linkedin: Insider Finance
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