Hello, my name is Rado Kasík and I will help you create your investment plan.
In the first step, choose the purpose of your investment. If you are unsure of your choice, we recommend that you start by building a emergency fund or investing for retirement. You can open other accounts with different investment goals later.
Intelligent Wallet
I want to protect money from inflation at minimal risk.
Intelligent Wallet
- Expected return 2 – 3% per year
- Only one fee: 0.5% for management
- Suitable for short-term savings
Emergency fund
I want to create a emergency fund for unexpected situations and bad times.
Emergency fund
- Expected appreciation 4 - 5% per year
- The maximum portion of shares is 50%
- Coverage of an unexpected loss of income
Retirement
I want to secure a decent pension.
Retirement
- Return up to 9% per year
- Reimbursement of up to 50% of current income
- We will create a plan for you to achieve it
Saving for children
I want to save for my children's education or start in life.
Saving for children
- Return up to 9% per year
- Each child can have a separate account
- Contract in your name or in your child's name
Wealth building
I want to build financial assets, save up to buy real estate or a more expensive item.
Wealth building
- Suitable for short- and long-term goals
- We tailor the risk
- We will advise you on how to achieve the investment goal
Intelligent Annuity
I want to receive a regular monthly income from the generated wealth.
Intelligent Annuity
- Payment of regular withdrawal at the end of each month
- Your wealth continue to create revenues
- Minimum investment 50,000 €
All data linked to the historical development of Finax portfolios are modelled and created based on the back-modelling of data. We described how historical performance is modelled in the article How do we model the historical development of portfolios. Past results are no guarantee of future returns, and your investment may result in a loss.