Investment plan - "Legacy"

... build a secure future for the people who matter most today!

Why an investment plan?

Save for what truly matters to you. The “Legacy” investment plan is carefully designed not only to preserve your wealth today but also to ensure its growth in the future and for the next generations. Our strategy focuses on a combination of proven investment approaches that have successfully stood the test of time. Simple, effective, and forward-looking.

With regular contributions to a fund of your choice, you can build a legacy that will continue to grow and provide security for your loved ones.

Here is how to start in 6 easy steps:

Here is how to start in 6 easy steps:

1. REGISTER:

1. REGISTER:

Get in touch with us for personal consultation or begin your registration through our online platform. You will need to provide some basic information and identification documents to complete the registration process.

2. CHOOSE A FUND:

2. CHOOSE A FUND:

Based on your financial goals and risk tolerance, select either the conservative fund or the fund focused on innovation and technology stocks.

3. SET THE CONTRIBUTION AMOUNT AND FREQUENCY:

3. SET THE CONTRIBUTION AMOUNT AND FREQUENCY:

Choose your contribution amount, with a minimum of 25 euros / 50 leva per fund, and decide how often you’d like to contribute. You can start with smaller amounts and gradually increase them over time. Contributions can be made monthly, quarterly, or semi-annually.

4. CHOOSE YOUR START DATE:

4. CHOOSE YOUR START DATE:

Your investment plan will begin on the date you choose. You can select the 5th, 10th, 15th, 20th, or 25th of the month as your starting date.

5. AUTOMATE YOUR CONTRIBUTIONS:

5. AUTOMATE YOUR CONTRIBUTIONS:

Set up automatic transfers from your bank account to your investment plan, ensuring a consistent accumulation of funds without any extra effort.

6. MONITOR AND ADJUST:

6. MONITOR AND ADJUST:

Regularly review your investment plan’s progress and adjust if necessary. You can also seek our professional advice if needed. Thracian Invest provides an online platform that allows you to easily monitor and manage your investments.

The ultimate goal is to accumulate the amount you desire, then use the funds to ensure a more peaceful future for future generations.

Your example,
your investments,
their future!

Your personal example of responsible financial management and strategic investing will inspire future generations to preserve and grow their legacy.

The ultimate goal is to accumulate the amount you desire, then use the funds to ensure a more peaceful future for future generations.

Learn more about our two investment funds:

"DF Thracian Alternative Income"

Moderate-conservative

Learn more

"DF Thracian Innovation and technology"

High-yield stocks

Learn more
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