ACCOUNT OPENING
It only takes 10 minutes!
01.
We determine your profile based on a few simple questions
02.
We recommend the right portfolio for you
03.
We open your account
04.
We invest your money in the selected portfolio once you fund your account
05.
We manage your investments
06.
We monitor your portfolio and optimize your returns according to the level of risk accepted
What you get by investing with us
Manage your investment accounts from our mobile app or website
Thanks to our technology and automation we efficiently serve market niches.
Portfolios
Portfolios built with and managed by Invex Advisors.
Portfolios for each profile
100% Fixed Income
This portfolio is designed to be low risk to principal. Investors who normally select this portfolio are investors who do not want to have exposure to the equity market and seek capital preservation. They are comfortable with moderate long-term growth and short-term investment horizon.
Conservative
This portfolio is designed to generate modest returns with relatively low risk to principal. Investors who normally select this portfolio are investors that have low risk tolerance and typically have short-term to mid-term time horizon.
Moderate
This portfolio is designed to generate moderate growth of principal. Investors who normally seek this portfolio are investors that seek moderate growth and in return they accept short-term fluctuations and have a mid-to-long-term investment time horizon.
Balanced
This portfolio is designed as a balanced alternative to generate moderate growth within a mid-to-long-term investment horizon.
To learn more about our portfolios, contact us