Intelligent investing is understandable for everyone.
Invest in the whole world with many benefits, without
wasting time, tracking your accounts easily. And what can you get with us?
Investing involves risk. Past returns are no guarantee of future returns.
Passive investing via ETFs - investing in the entire market - earns more than selected popular mutual funds in the long run. It's cheap and eliminates risks due to human emotions and mistakes.
Returns are tax-free after one year. Finax's unique way of managing portfolios further enhances their performance.
We will tailor the risk to your profile and goal. The right asset mix and sufficient time are key to erasing risk. With ETFs, investments can be spread across up to 7,400 stocks and 6,000 bonds, and we rebalance portfolios regularly.
Fees determine final returns. Finax has two low fees for portfolio management and processing payments under 1000 euros. Distributors may charge an investment advisory fee. Finax charges no other fees, also providing various discounts to reduce the existing ones. Please find the price list of our services. here.
For managing your assets
For processing payments under 1000 €
For processing payments above 1000 €
For managing your assets
For processing payments under 1000 €
For processing payments above 1000 €
Intelligent investing utilizes multiple tax exemptions to help you earn more. Portfolios are composed of ETFs - traded on stock exchanges. Returns from these are tax-free for Slovak tax residents after one year of holding. A 500-euro exemption can also be applied to this income.
We recommend you start with the goals of Emergency Fund and Retirement.
We will set up your investing based on your answers to simple questions.
Complete your identity verification and send the first deposit.
The amount of deposits and their regularity is up to you. The easiest way is to set up a standing order.
You can open an account in Finax simply and conveniently online. Click on Let’s start on the top menu bar. You will get to the registration, in which you can select the goal of the investing (product) and answer a few questions about the intended investment and your profile, based on which we will choose a suitable investment strategy for you. You will then create online access, biometrically verify your identity, provide personal information, verify contact details, and sign a portfolio management agreement online. Afterward, nothing will be stopping you from building your wealth effectively. More information.
Finax was founded by Juraj Hrbatý, a seasoned financier with 16 years of experience, together with Radoslav Kasík, who previously worked as a portfolio manager for 9 years. The company's management is completed with Ján Jursa, Ján Tonka, Zoltán Csiba, and Michal Vaculik with extensive experience from various departments of banks, securities traders, and asset management companies. More information about the Finax team.
Finax charges a portfolio management fee of 1% p.a. + VAT on the average value of the account during the year, deducted on a monthly basis. In case the volume of a client’s wealth managed by Finax is at least 100 thousand euros, this fee is reduced to 0.85% p.a. + VAT. In addition, clients may be charged a payment processing fee on deposits of up to 1000 euros 1% + VAT. Price list of services.
Check the ongoing promotions to obtain an even higher discount.
Finax offers several discounts, thanks to which you can make your investment with us even more profitable. We regularly bring clients various special offers, but we also provide several permanent discounts, thanks to which you can exempt part of your assets from the portfolio management fee: discount for inviting a friend or discount for transferring investment to Finax from the competition.