Mon – Fri: 8.30 AM – 4.00 PM
E-mail: nasvet@generali-investments.si
Choose your financial adviser and arrange an appointment
Find your nearest office.
Increase the value of your money in the long term by investing in 3 or 4 funds at the same time. Every month, you can put aside the amount of your choice (starting at EUR 30).
You choose your own amount
The lowest and the highest monthly contributions are EUR 30 and EUR 400, respectively.
The cheapest way of saving by investing in funds
No entry and exit* fees charged.
*You will be charged exit fees of 2.5% on your savings only if you decide to withdraw money from the fund package in less than 5 years from your first contribution.
Lower risk
Through monthly payments, you reduce the risk of entering a capital market at an inappropriate moment.
Temporary freezing
You may decide at any time to temporarily freeze monthly payments, or increase/decrease the amount of contributions.
Several funds at the same time
To diversify your portfolio and increase its long-term stability, your money will be distributed among 3 or 4 funds at every contribution.
Easy payment methods
Payments are carried out automatically through SEPA direct debit so you have nothing to worry about.
Access to your money
You can withdraw your savings (completely or partially) at any time.
Calculate the amount you need to put into savings each month to reach your goal.
| Minimum monthly contribution: | 30 EUR |
|---|---|
| Entry charge: | none |
| Exit charge: | 2.5%; no exit charge after 5 years |
| Minimum monthly contribution: | 30 EUR |
|---|---|
| Entry charge: | none |
| Exit charge: | 2.5%; no exit charge after 5 years |
| Minimum monthly contribution: | 30 EUR |
|---|---|
| Entry charge: | none |
| Exit charge: | 2.5%; no exit charge after 5 years |
Tell us about your wishes, the acceptable risk level, the amount you would like to invest, and the time period of investment. Based on that and together with you, we can compose a portfolio of funds or prepare a savings plan.
Enter your contact details and select a FREE appointment at our office, or provide your personal details and we will contact you to arrange an appointment.
* Fields marked with an asterisk are required.
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