How We Invest
Our smart investment plans are globally diversified and sophisticated portfolios, investing in fixed income, stocks, real estate, and other securities. At a fraction of the cost of traditional managers, our well diversified portfolios are built to help you achieve your goals sooner offering full transparency and access in your money.
How IT WORKS
By filling our Investor Questionnaire in less than 15 min, our algorithms will understand if your risk profile matches your chosen plan. If not, you will be prompted to choose only from investment plans matching your risk profile. We’ll be there to help you if you have any questions.
What are you looking for? Early retirement? Added income? What is your risk profile? We first let you play around the projections based on several factors like preferred plan, initial investment, future contributions etc. You will then choose a plan after carefully reading all the facts.
Finalise your selection, upload a recent passport and proof of address and fund your account. As soon as your account is approved you can make the initial funding & setup the monthly standing order. Then leave everything to us and just monitor your account whenever you feel like.
Our experts with the help of advanced technology will manage the investment plan using only top ETFs and make any necessary changes based on the mark. Your dividends will be re-invested to boost your longer-term returns. You can top up or withdraw any time you want with no exit or hidden fees.
Are you saving for a house, your kids college, new car or just a rainy day? Let our experts manage your investments while you remain in full control of your assets.
Junior Wealth is the smart, transparent and easy way to invest in your child’s future. At a fraction of the cost of traditional saving plans from banks, insurance companies. Terms apply.
You want to have a say over what goes in your portfolio with our experts and build something bespoke. Reach out and we will explain everything in the free introductory meeting or call.
We are the first digital Wealth Manager in the region. We are fully transparent during the entire process giving you always access at your assets. We give our clients complete clarity over all investment risks and rewards. We do not overcomplicate things when it comes to fees, we simply show you everything. Our Smart Portfolios are globally diversified and sophisticated portfolios, investing in fixed income, stocks, real estate and commodities. At a fraction of the cost of traditional managers, our well diversified portfolios are built to help you achieve your goals sooner.
WHAT WE DON’T DO:
- We don’t believe in individual stock and bond picking waiting to out beat the market, we rather prefer sticking to passive allocation of thousands of securities per plan using advanced technology, to analyse how thousands of securities contribute by risk and reward in every plan
- We use Modern Portfolio Theory (MPT) so even for high risk-averse clients, we can construct plans to maximize the return given a pre-agreed level of market risk
- We don’t lie to our clients that we pick and create ‘unique’ solutions for them charging high fees. We prefer identifying their risk profile and delivering the best results for the lowest amount of applied risk
WHAT WE DO:
- We believe in a different, more democratic way for savings and investments. We treat all our clients equally and fairly as we don’t overcharge, put hidden fees, charge differently based on risk profile or client. We find these tactics of the past non ethical for the clients
- Using advanced technology and the help of experienced wealth managers, we help you choose a savings plan
- We then manage everything around the plan and according to your needs, giving you full power and flexibility to add or withdraw your money without charges, penalties, or minimum lockup periods
- We automatically rebalance in a smart way to always maintain the pre agreed levels of risk with ultra-low costs
- We re-invest your dividends in order to boost your longer-term returns
- We give full transparency so that you check everything happening in your plan