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Investment advisory
ZABA SMART Invest
ZABA SMART Invest, investment advisory service, will help you with distributing your financial assets into the products which suit your needs. To put it simply, the Bank will give recommendations regarding the composition of a part or all of your financial assets, based on your risk appetite, expected investment period and investment goals, with a customized approach. And that is free of charge!
Using a questionnaire, we want to find out what is important to you, how much you wish to invest, your level of risk appetite, and your ideal investment period in order to provide you with custom investment advice based on your goals/needs, investment period and risk appetite.
Investment advice refers to transactions in HRK and EUR.
Furthermore, if you lack financial knowledge or experience, we can help you with our educational materials.
ZABA SMART Invest is a service which encompasses recommendations regarding term deposit and UCITS funds managed by ZB Invest.
The service is available in all Bank branches from October 2018.
Benefits
- Customized advisory approach – your investment risk appetite is calculated based on your answers in the Appropriateness Questionnaire
- Distribution (diversification) of investment into different financial products to reduce risk
- Support in personal financial assets management