Four conversations, and no obligation in any of them.
Nothing here is hurried.
- 01
A second opinion
One hour, wherever suits you. You describe what you hold and what concerns you about it. Questions follow, and an independent assessment. There is no fee, no document, and no follow-up unless you request one.
- 02
The whole position, on one page
If you want to continue, we map what exists today: where the assets sit, under which entities, in which currencies, and what each one is exposed to. Most families have never seen this on a single page. Often the map is the entire value of the exercise.
- 03
The institution suited to the position
From that picture, you are introduced to the regulated institutions and licensed professionals suited to it. You meet them directly. You compare them. Where more than one is credible, you are told so and you choose.
- 04
After the signature
You contract directly with whoever you select. ValMonde remains through onboarding, reads what you are asked to sign, and stays available afterwards, because the questions that matter tend to arrive in year three.
The boundary, stated plainly
ValMonde introduces. Licensed institutions advise.
ValMonde is not registered with the CNBV as an asesor en inversiones and is not authorised by the CNSF. We do not give investment advice, manage portfolios, make personalized recommendations, or offer, place, or intermediate insurance contracts. Every decision is yours, taken directly with a regulated party and properly with independent legal and tax counsel.