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.
The amount of the fees determines the revenues. Finax charges a single low fee for portfolio management. Distributors may charge a fee for investment advice. You don't pay other fees at Finax, so you earn more. What's more, you can reduce the fee with various discounts. You can find the complete price list of our services here.
For asset management
For deposit and withdrawal
From profit
For asset management
For deposit and withdrawal
From profit
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.
Opening an account with Finax is simple and fully online. Just click on "Let's start" in the top menu bar. From there, you will be taken to the registration page where you can choose your investment goal and answer a few questions about your investment preferences and risk profile. Based on your answers, we'll select a suitable investment strategy for you. Next, you'll create your online access, verify your identity using biometrics, provide personal information, confirm your contact details, and sign the portfolio management agreement online. Once you've completed these steps, nothing will hold you back from effectively growing your wealth. More information.
Finax was established by Juraj Hrbatý, a seasoned financier with 16 years of experience, and Radoslav Kasík, who brings 9 years of experience as a portfolio manager. The company's management team also includes Ján Jursa, Ján Tonka, Michal Vaculik, and Juraj Šnirc, each with extensive backgrounds in various departments of banks, securities traders, and asset management companies. More information about the Finax team.
Finax charges a portfolio management fee of 1% per annum plus VAT, calculated based on the average account value throughout the year and deducted monthly. If the volume of the client's assets managed by Finax reaches at least 100,000 euros, this fee will be reduced to 0.85% per annum plus VAT. For further details on Finax service fees, please refer to our Price List.
Check the ongoing promotions to obtain an even higher discount.
At Finax, we provide various discounts to make your investments with us even more profitable. Alongside regular special offers, we offer several permanent discounts that allow you to exempt a part of your assets from the portfolio management fee: discount for inviting a friend and for transferring investments to Finax from competitors.