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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 financial reserve 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

I want to protect my money from inflation

I want to protect my money from inflation

Financial reserve

I want to create a financial reserve for unexpected situations and bad times.

Financial reserve

  • Expected appreciation 4 - 5% per year
  • The maximum portion of shares is 50%
  • Coverage for an unexpected loss of income

I want to prepare for bad times

I want to prepare for bad times

Retirement

I want to secure a decent pension.

Retirement

  • Revenue up to 9% per year
  • Reimbursement of up to 50% of current income
  • We will create a plan for you to achieve it

I want to save for a decent pension

I want to save for a decent pension

Saving for children

I want to save for my children's education or start in life.

Saving for children

  • Revenue up to 9% per year
  • Each child can have a separate account
  • Contract in your name or in your child's name

I want to save for my children

I want to save for my children

Wealth building

I want to build financial assets, save up to buy real estate or a more expensive item.

Wealth building

  • Suitable for both short- and long-term goals
  • We tailor the risk
  • We will advise you on how to achieve the investment goal

I want to build financial wealth

I want to build financial wealth

Intelligent regular withdrawal

I want to receive a regular monthly income from the generated wealth.

Intelligent regular withdrawal

  • Payment of regular withdrawal at the end of each month
  • Your assets continue to create revenues
  • Minimum investment 50,000 €

I want a monthly income from my assets

I want a monthly income from my assets
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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.

Pre-trade transparency information of Finax, o.c.p., a.s.

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