Resumo:Guide Investimentos, established in 2018 and headquartered in Brazil, operates as an unregulated entity in the financial sector. Offering a range of financial products and personalized wealth management advice, Guide caters to investors seeking opportunities in various investment funds. The platform's trading services are accessible through the Guide Investimentos app, providing convenience for users.
Guide Review Summary | |
Founded | 2018 |
Registered Country/Region | Brazil |
Regulation | Unregulated |
Services & Products | Financial products, Wealth management personalized advice and Investment fund managed |
Trading Platform | Guide Investimentos app |
Minimum Deposit | N/A |
Customer Support | (Monday to Friday from 9 a.m. to 6 p.m., except holidays) telephone: 3003-4557, email: operacao1@guide.com.br, Twitter, Facebook, Instagram, YouTube and Linkedin |
Guide Investimentos, established in 2018 and headquartered in Brazil, operates as an unregulated entity in the financial sector. Offering a range of financial products and personalized wealth management advice, Guide caters to investors seeking opportunities in various investment funds. The platform's trading services are accessible through the Guide Investimentos app, providing convenience for users.
If you are interested, we invite you to continue reading the upcoming article where we will thoroughly assess the broker from various angles and present you with well-organized and succinct information. By the end of the article, we will provide a concise summary to give you a comprehensive overview of the broker's key characteristics.
Pros | Cons |
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- Range of Products: The platform offers a variety of financial products and personalized wealth management services, providing investors with options to diversify their portfolios.
- Convenience: Trading services are available through the Guide Investimentos app, offering users the convenience of managing their investments on-the-go.
- Customer Support: Guide Investimentos emphasizes customer support, providing assistance during business hours via telephone and email, as well as through various social media platforms.
- Lack of Regulation: Guide operates as an unregulated entity, meaning it does not fall under the oversight of government or financial authorities. This lack of regulation poses risks for investors, including the potential for fraudulent activities or mismanagement of funds.
- Risk Exposure: Investing with an unregulated entity like Guide Investimentos carries inherent risks, and investors may be more vulnerable to financial losses or disputes without the protections provided by regulatory frameworks.
Overall, while Guide Investimentos offers accessibility and a range of financial products, investors should carefully consider the risks associated with its lack of regulation. Conducting thorough research and considering alternative regulated options can help mitigate these risks and ensure a more secure investment experience.
Guide Investimentos currently operates without valid regulation, indicating a lack of oversight from governmental or financial authorities over their operations. This absence of regulatory oversight inherently poses significant risks for investors. Without regulatory oversight, the individuals managing the platform could potentially misuse investors' funds without any legal repercussions.
Investing with Guide Investimentos carries inherent risks due to the lack of regulatory oversight. Potential investors should conduct comprehensive research, assess their risk tolerance, and carefully evaluate the potential rewards against the risks before making any investment decisions.
Guide Investimentos offers a diverse range of investment services and products tailored to meet the specific needs and preferences of its clients.
- Open-Ended Funds: Guide provides access to a variety of open-ended funds, allowing clients to invest in professionally managed portfolios of stocks, bonds, or other securities. These funds offer liquidity and flexibility, as investors can buy and sell shares at the funds net asset value (NAV) on any trading day.
- Exclusive or Restricted Funds: Guide offers exclusive or restricted funds that may have specific eligibility criteria or investment requirements. These funds often cater to sophisticated investors or those seeking access to specialized investment strategies or asset classes.
- Managed Portfolio: For clients seeking personalized investment management, Guide offers managed portfolio services. Experienced professionals work closely with clients to design and implement investment strategies aligned with their financial goals, risk tolerance, and time horizon.
- Investment Clubs: Guide facilitates investment clubs, allowing groups of individuals to pool their resources and invest collectively. These clubs provide members with opportunities to share ideas, research investment opportunities, and diversify their portfolios through collaborative decision-making.
Wealth Management Personalized Advice:
Guide offers personalized wealth management services, providing clients with tailored advice and guidance to help them achieve their financial objectives. Whether its retirement planning, wealth preservation, or legacy planning, experienced advisors work closely with clients to develop comprehensive strategies tailored to their unique circumstances.
Investment Fund Managed:
Guide also manages investment funds, offering clients the opportunity to invest in professionally managed portfolios managed by skilled fund managers. These funds may target specific asset classes, sectors, or investment styles, providing investors with access to diversified investment opportunities.
To open an account with Guide, please follow these steps:
Step | |
1. Download the App | Install the Guide Investimentos app from your smartphone‘s app store. |
2. Scan QR Code | Open the app and use your phone’s camera to scan the provided QR code. |
3. Fill Out Information | Enter the required personal and financial details to initiate the account opening process. |
4. Verify Identity | Submit identification documents such as a passport or driver‘s license to verify your identity. |
5. Agree to Terms | Review and agree to the terms and conditions of opening an account with Guide Investimentos. |
6. Submit Application | Complete and submit your account opening application through the app. |
7. Wait for Approval | Guide Investimentos will review your application. You’ll receive notification once your account is approved. |
8. Start Investing | Once approved, begin investing by exploring available options, funding your account, and building your portfolio. |
Guide Investimentos offers a comprehensive and user-friendly trading platform through its mobile app, catering to the diverse needs of its clients. With a focus on simplicity and security, the Guide Investimentos app provides a seamless experience for both seasoned investors and beginners alike.
The app features a variety of investment products, ranging from stocks and bonds to mutual funds and ETFs, allowing users to diversify their portfolios according to their investment goals and risk preferences. Clients can easily navigate through different investment options and access detailed information and performance reports for each product.
Moreover, the app offers educational content and resources to help users enhance their financial literacy and make informed investment decisions. From beginner-friendly tutorials to in-depth market analysis, clients have access to a wealth of information to support their investment journey.
Guide Investimentos facilitates deposits and withdrawals through bank transfers, with TED being the preferred method. However, only bank accounts linked to either CPF or CNPJ are accepted for these transactions, ensuring compliance and security. Joint accounts and individual accounts are treated equally in this process.
To initiate a transfer, you'll need to provide specific details such as the recipient bank (SC Guide), branch (0001 Current), and your account number, which can be found in the logged-in area of your Guide Investimentos account. Additionally, you'll need to specify the beneficiary's full name and CPF or CNPJ.
Keep in mind that the cost of the TED fee may vary depending on your bank. If you're unsure about the fee applicable to your transfer, it's advisable to check with your banking institution for clarification.
The processing time for updating balances after a transfer differs depending on the direction of the transaction:
- From your bank to Guide Investimentos, the timeframe is determined by the banking institution.
- From Guide Investimentos to your bank, updates occur between 9 a.m. to 4 p.m.
Customers can get in touch with customer service line using the information provided below:
Monday to Friday from 9 a.m. to 6 p.m., except holidays
Telephone: 3003-4557
Email: operacao1@guide.com.br
Moreover, clients could get in touch with this broker through the social media, such as Twitter, Facebook, Instagram, YouTube and Linkedin.
Whats more, Guide provides a Frequently Asked Questions (FAQ) section on their website to assist their clients with commonly asked questions and provide relevant information.
In conclusion, Guide Investimentos presents itself as a financial platform with certain advantages such as accessibility, a variety of financial products, convenience, and customer support. However, it's crucial to acknowledge the significant drawbacks, particularly its lack of regulation. This absence of oversight from government or financial authorities poses inherent risks for investors, including potential fraud and mismanagement of funds without legal repercussions.
Q 1: | Is Guide regulated by any financial authority? |
A 1: | No. It has been verified that this broker currently has no valid regulation. |
Q 2: | How can I contact the customer support team at Guide? |
A 2: | You can contact via telephone: 3003-4557, email: operacao1@guide.com.br, Twitter, Facebook, Instagram, YouTube and Linkedin. |
Q 3: | What platform does Guide offer? |
A 3: | It offers Guide Investimentos app. |
Q 4: | What services and products Guide provides? |
A 4: | It provides financial products, Wealth management personalized advice and Investment fund managed. |
Online trading involves significant risk, and you may lose all of your invested capital. It is not suitable for all traders or investors. Please ensure that you understand the risks involved and note that the information provided in this review may be subject to change due to the constant updating of the company's services and policies.
In addition, the date on which this review was generated may also be an important factor to consider, as information may have changed since then. Therefore, readers are advised to always verify updated information directly with the company before making any decision or taking any action. Responsibility for the use of the information provided in this review rests solely with the reader.