Why invest in funds
Funds allow even inexperienced investors‘ savings to appreciate more than savings accounts. Depending on experience, knowledge, financial goals, investment duration, and risk tolerance, you can choose from a total of 5 funds in the INVESTIKA family and take a step towards a richer future.
WHY INVEST WITH US?
We are transparent and easy to understand
We believe that investing and financial independence should be for everyone. Not just for the select few expert in the workings of the financial markets. Thus we offer transparent and simple products understandable at a glance to anyone - only when you understand what you are investing in can you make the right decisions.
We don't conceal our funds under complex calculations and trendy or incomprehensible terms. You'll find the strategy, terms and benefits of each fund written in a transparent and straightforward way. In addition, you can use our calculator to model what our funds can do for you.
Buying specific stocks or acquiring investment properties requires knowledge and time. By investing in a fund, you avoid that requirement. Your portfolio is taken care of by fund managers who see to everything on your behalf.
In the future, pensions are set to decline relative to average wages, and it's up to us to start saving enough for our own retirement. Through a long-term investment product, tax-supported by the state, all young and middle-aged people have the chance of a decent and rich retirement.
Prepare for the future
Build a portfolio to suit your needs
Build an investment plan tailored to your needs and goals. For each of our funds, you'll find simple pointers to help you in decision making. Then it's up to you to decide which funds you want to use on your journey to financial independence.
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Hesitating?
Specialists can help you
You don't have to be alone when it comes to investing. If you want a specialist to advise you on your choice and set everything up for you from A to Z, contact your financial advisor or find one from among our investment intermediares. Your advisor will work with you to create a financial plan that takes full account of your situation, goals and risk tolerance.