Investments

Make your financial goals happen

Full scope, 360° financial planning tailored to your needs
Investments

Make your financial goals happen

Full scope, 360° financial planning tailored to your needs

Pénzügyi tervezés - Termékelőnyök

Why use 360° financial planning

Personalised counselling

Wealth building and security

Taking care of the future

Tab - Pénzügyi tervezés - Kockázati profil felmérés

Assessment (completion of MIFID Investor Questionnaire) and determination of the risk profile

  • Financial situation and loss-absorbing capacity
  • Investment goal
  • Investment period
  • Risk appetite
  • Sustainability preferences

Tab - Pénzügyi tervezés - Tájékoztatás

Detailed information

  • Our investment counselling service 
  • Presentation of our investment portfolio
  • Presentation of a model portfolio for the risk profile
  • Overview of existing portfolio

Tab - Pénzügyi tervezés - Döntés a portfólió megosztásáról

  • Decision on the allocation and management of assets between portfolios
  • Portfolio management: our experts manage your assets
  • Consulting: portfolios developed together with our experts
  • Placing orders: our experts help you place the orders that match your specific requirements

Tab - Pénzügyi tervezés - Termékjavaslatok

Product proposals within the portfolio

  • Defining the optimal asset mix based on your risk profile, return expectations and sustainability preferences
  • Buy or sell proposals according to the optimal asset mix
  • Compiling a detailed written analysis of the results of your investment activity

Tab - Pénzügyi tervezés - Döntés és végrehajtás

Decision and implementation

  • Decision on buy and sell proposals
  • Execution of orders
  • Confirmation of transactions executed

Tab - Pénzügyi tervezés - Utánkövetés

After the consultation

  • We keep you informed about the developments in your portfolio
  • Following the meeting, we will initiate a new consultation every year

MyRaiffeisen mobile app

Consultation also via RaiConnect available from our mobile app

Lenyíló - Pénzügyi tervezés - Hasznos tudnivalók

Useful information

What does 360° financial counselling cover?

It is important for us that you can keep your money safe and make the most of your existing assets. Whether it is about planning for the future, the mix of your investments, building your overall financial security or insurance needs, or applying for a loan. Our expert team is at your service.

What technical tools do we use to support financial counselling?

We provide professional financial planning to help you achieve your financial goals. When providing consultancy we take into account your investment habits, risk appetite and sustainability preferences in order to work with you to build the best possible investment portfolio for you. 

When is the RaiConnect video counselling service available?

The RaiConnect service is available for Premium Banking clients from 8:00 to 16:00 on working days, and for Premium Banking Plus clients during branch opening hours. Click here for branch opening hours. 

Where can you book a financial planning appointment in a branch office?

Are you interested in Financial Planning? Do not hesitate to contact us online, via telephone or book an appointment in any of our branch offices

Related offers

Asset Publisher

Daily finances Premium Banking Plus account

Special attention, investment counselling with the support of a dedicated premium banker, also via the RaiConnect video channel
Investments Recurring Investment

Go big with small investments, start saving today
Digital solutions Raiffeisen Online Broker

Trade with stocks comfortably and follow the prices

Befektetések - Bankelőnyök

Why choose Raiffeisen Bank

130 years of international
banking

As a member of Raiffeisen Bank International, we represent the values of a 130-year-old parent company, creating security and stability

Professionalism

"Best Bank in Hungary" award at the EMEA Finance "Europe Banking Awards 2023" international competition.

Innovation and support

We deliver our financial services to our customers through continuous innovation and our highly qualified staff