Investment services
When we think about investments and investment opportunities, we should consider the following questions.
Duration
For how long can I go without my money?
Goals
What do I want to achieve with my money?
Risk adsorbing capabilities
What is the manageable risk level of mine?
Service provider, security
Which service provider can I trust?
Products
Milyen termékekbe és milyen piacokra szeretnénk befektetni? Csak értékpapírokban és az úgynevezett szabályozott piacokban gondolkodunk, vagy ingatlanokban, befektetési aranyban, esetleg kripto devizákban is?
Currencies
Are we considering our investment to be only in forints, or perhaps also foreign currencies?
Type of selected services
Brokerage services, consulting or asset management?Investment services
Brokerage
services
The service provider does not provide the client investment proposals, it provides only a platform and market information. The client independently decides on his investments based on market information.
Investment advisory
The client's financial status and risk tolerance are taken into consideration for the investment advices. The transaction is based on the investment advice, but it cannot be executed without the recorded consent of the client.