Wealth Diagnosis
We assess your cash flow, liabilities and surpluses using methodology validated by the local Superintendency.
Financial Literacy Initiative · National Programme 2026
Take charge of your economic stability today, backed by the Peruvian State.
We provide new digital tools for the strategic management of your savings.
Peruvian programme · Verified
- Families guided across Metropolitan Lima
- 37,418
- Average performance of surpluses 2024–2026
- 1.8x
- Regions of Peru with active presence
- 24
A Clear Path
A clear path toward growth
Discover how thousands of Peruvian entrepreneurs are optimising their surpluses with the support of our public finance specialists.
Surplus Plan
We design a roadmap to channel your savings into formal, transparent and low-risk instruments.
Professional Guidance
Public finance specialists based in San Isidro guide you over twelve consecutive months.
Quarterly Reporting
Receive a Spanish-language report with the evolution of your capital, key indicators and projections for the next quarter.
Formal Mechanisms
Discover formal and secure mechanisms to strengthen your patrimony
Enter the official platform and plan your future here.
- Savings accounts supervised by the SBS with Deposit Insurance Fund coverage.
- Mi Excedente Productivo programme, in partnership with regional chambers of commerce.
- Free in-person training in Lima, Arequipa, Trujillo, Cusco and Piura.
- Documentary advisory to access formal credit lines for micro and small enterprises.
Testimonials
Entrepreneurs who already plan with institutional backing
“The guidance allowed me to formalise my textile workshop in Gamarra and order my savings for the next five years.”
“I learned to separate business and personal accounts. Today I know exactly how much I can reinvest each quarter.”
“For the first time I have a clear retirement plan, with formal instruments and State supervision.”