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Create opportunities for your employees with our Savings Fund Management service.
A Savings Fund managed by Monex is the master key to leverage the financial potential of both your business and your employees. It operates as a strategic employment benefit that promotes mandatory savings by the employee, supplemented with a matching contribution made by the company.
These social welfare plans are designed for companies of all sizes that wish to optimize the management of their employees' savings and stand out as attractive employers in the job market.
Our differentiating factor lies in a streamlined and efficient management of the savings funds, eliminating the administrative burden for your company and offering your employees attractive returns and access to loans with competitive interest rates.
Learn about the benefits of our social welfare plans
For the Business
It optimizes the management of employee savings.
It eliminates the administrative burden of managing savings funds.
It increases talent retention and attraction by being a competitive company that offers high-value benefits.
Tax deductibility of up to 53% applicable to the entire social welfare package implemented by the company
For the Employees
It encourages saving.
It offers attractive tax-exempt returns.
No tax withholding as it is not accumulative to their salary.
Access to loans with low-interest rates.
The higher the number of loans, the greater the benefit for participating employees as a result of the distribution of collected interest.
It improve their personal finances
Features
- Customized plan design and implementation.
- Efficient and agile management of individual accounts.
- Tax exemption on returns.
- Regular reports and account statements.
Sign up Requisites
- You must be a tax-paying legal entity.
- You must have at least 5 participating employees.
- You must sign a contract with Grupo Financiero Monex.
- You must make monthly contributions to the fund.
- You must comply with applicable regulations
Contact now
Turn your savings fund into a strategic tool for the growth of your business and the well-being of your employees.