How it works

Define your goals and put your money to work

Finletic helps you think about your needs in order to design a personalized investment portfolio. It adapts to your risk profile and helps you reach your goals.

1

Define your goals

Decide what you want: a car, a house, to build a financial cushion, pay for your children’s education, plan your retirement… And tell us how much money you need to achieve it and when you would like to have it.

The possibilities are endless: everything depends on your personal circumstances and your changing goals. Finletic will tell you how much you need to save every month and how to invest it in order to achieve your goals.

2

Invest and relax

After defining your goals, start investing. Your payments are assigned automatically according to your priorities, first short-term, then medium-term and finally long-term. You can change your plans at any time and your investments will be adjusted automatically.

Your portfolio is activated and optimized automatically for your own comfort. Finletic monitors your goals and investments 24/7 and notifies you of any movements and developments.

You can also follow your investments in real time from the private area.

Try our simulator

Discover how much to save for your retirement

FINLETIC CAPITAL SGIIC, SA, is registered with Spanish Fiscal Identity Number, CIF A-87878823, and is recorded in the Madrid Commercial Registry in volume 35.927, folio 151, section 8, Page M-645541 and in the register of the Spanish National Securities Market Commission (Comisión Nacional del Mercado de Valores) under nº 257.

Investment in financial instruments involves financial risks that such be assessed by the clients before they are undertaken. Finletic will only include in your portfolio products suitable to your risk profile. To this end, Finletic will obtain the necessary information on the knowledge and experience of the client, its financial situation and its investment objectives, so that the entity can design the investment policy most in line with its interests. However, the price or value of an investments depends on the fluctuations in the financial markets, which are beyond our control. Investors must be aware that the historic profitability of any investment does not constitute any guarantee of future results and, depending on the type of investment, the investor might lose part or all of the capital. If you have any doubts as to the risks involved in your investment, we invite you to visit the section of our website and, if you still have any questions regarding the risks of your investment, you can contact our team through any of the channels you will find in the de nuestra web y, si aún así tiene alguna pregunta sobre los riesgos de su inversión, puede ponerse en contacto con nuestros profesionales a través de cualquiera de los canales que encontrará en la sección section.

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