Saving Plan

The savings plan is a disciplined way of saving by regularly investing an equal sum into a mutual fund of your choice, to mitigate the ups and downs of the market and reduce the average price per share of your investment. This type of savings investment uses a method called price-averaging. It protects investors from most of the market’s volatility.

How does it work?

Determine the investment amount you can allocate monthly.

Choose a fund that matches your risk profile and investment goals.

Flexible conditions, you choose the amount (minimum 20 BGN) and the date of payment. The process is fully automated.

Regular saving in an investment fund removes the need to seek a suitable market moment.

The return on your investment in a mutual fund in Bulgaria is tax-free for both individuals and legal entities.

It allows you to accumulate a significant sum over a long period of time, through regular investment of a small part of your monthly income.

Let the savings plan work to achieve your investment goals and monitor its performance in our reporting system.

Saving Plan
for the things
that matter
most in life!

Saving Plan
for the things
that matter
most in life!

Our savings plans are designed to help you save for the things that matter most, whether it’s a car, a down payment for a house, or a once-in-a-lifetime vacation.

Choosing a savings plan over a one-time investment allows you to benefit from the stability and predictability of regular contributions, while still enjoying the potential for long-term growth. Plus, you get the convenience of automatic withdrawals from your bank account, which enhances the effectiveness of your investment, because you won’t be tempted to spend those funds when they are available in your bank account. Investing in a mutual fund has never been easier.

If you want to learn more about our savings plan at Thracian Invest, don't hesitate to contact us!

We are here to help you achieve your financial goals!

This is a staging enviroment