We have a financial solution for you
We are all different and in different stages of life. Some of us are in the accumulation phase and others in the protection phase. Some of us are conservative when investing, while others are willing to take greater risks.
Youth
- 20 to 30 years
- Accumulation stage
Early Adulthood
- 30 to 45 years
- Consolidation stage
Middle Adulthood
- 45 to 60 years old
- Pre-retirement stage
Pre-Retirement
- 60 to 65 years old
- Retirement stage
Retirement
- 65 years or older
- Succession stage
Focused on you
Your objectives are our priority, therefore, we will be your
allies in the different lines of business that we have
according to your needs.
You are the center of our decisions.
We always accompany and guide you.
(*) Exclusive for Inteligo Bank clients with the Inteligo Plus service
allies in the different lines of business that we have
according to your needs.
You are the center of our decisions.
We always accompany and guide you.
(*) Exclusive for Inteligo Bank clients with the Inteligo Plus service
At the center of our decisions
Regardless of how much we know about the financial market, what we all agree on is the need to be accompanied in the world of investments and our desire to build, develop and protect our savings or our wealth.
Our Financial Services
All of our subsidiaries provide you with expert and personalized financial advice,
but each one has a different objective. Find out which of them is the best alternative for you
but each one has a different objective. Find out which of them is the best alternative for you
A bank that supports its clients in managing their wealth, offering expert financial advice and focusing on the personalization of investment portfolios according to their needs, goals, and risk tolerance.
For clients who want to:
www.inteligobank.com
For clients who want to:
- Generate an income to live.
- To have investment portfolios designed according to their own needs.
- Get wealth planning and succession solutions.
- Have alternative accounts in the US.
Advises individuals to invest in the Peruvian market in stocks, bonds, ETFs, currencies, custody, etc. It also has a presence in the debt and equity origination and structuring marke
For clients who want to:
www.inteligosab.com
For clients who want to:
- Invest in the BVL or in the international market.
- Invest in the market with advice and support.
- Obtain greater profitability than traditional savings.
- Have a transactional, simple and easy-to-use digital investment platform.
- Established in Perú.
Management of mutual funds and investment funds characterized by diversity and accessibility, focusing its service on the personalization of its advice and the constant monitoring of market conditions to generate new investment opportunities.
For clients who want to:
www.interfondos.com
For clients who want to:
- Invest in a diversified way.
- Obtain greater returns on traditional savings.
- Access the stock market through mutual funds managed by an expert.
- Have a transactional, simple and easy-to-use digital investment platform.
- Established in Perú.
Services to legal entities and institutions
Each subsidiary also offers services to legal entities and institutions, providing investment portfolio management that ensures profitability, diversification and constant monitoring.
In addition, they have a team of financial and strategic analysis experts who work closely with each client to understand their specific objectives and design tailored solutions, adapting to changing market conditions to maximize performance and minimize risks.
To make good decisions you need to be well informed
Every day, experts from our subsidiaries search, verify and filter key information, which you can access through: