Proactive investment advice

Expertise and diversification

Proactive investment advice

Expertise and diversification

Proaktív befektetési tanácsadás - Előnyök - A portfoliókezelés előnyei

Benefits of portfolio management

Tailored portfolio

Priority focus

Up-to-date information

Egyedi tartalom - Proaktív befektetési tanácsadás - Előnyök - A portfoliókezelés előnyei kiegészítés

We tailor your portfolio to your risk appetite and desired return
We provide complex portfolio management to ensure

 

  • the construction of a diversified portfolio that meets your needs and the acquisition of the securities you want,
  • reinvesting interest and dividends,
  • portfolio monitoring and full implementation of the necessary changes in line with market developments,
  • regular reporting on current situation of the portfolio,
  • the provision of information on the benchmark data necessary for portfolio valuation (target tracking).

 

Long-Term Investment Securities Account


You do not have to pay taxes on your savings if you put your money in a Long-Term Investment Securities Account and do not withdraw your savings until the end of the 5th year after the account is opened.
 

Private offers

More investment offers

Asset Publisher

Egyedi tartalom - Proaktív befektetési tanácsadás - Dokumentumok, linkek

Documents