40%
Stock growth
55+
Adviser
4500+
Satisfied client
Avoid unexpected surprises!
Meet Hungary’s largest Partner Bank dependent agency.
Your financial situation is important, so it matters who you put it in the hands of. It is important to find a partner you can trust.
Learn about
the investments, where…
01.
Your money is in the best place
You can relax now. Professionals take the stress of finances off your shoulders.
Do you want your money to work safely for you?
02.
You can trust in your partner
We will not let you go even after signing the contract. You can change your investment anytime.
Tired of the amateurs, and want to work with professionals?
03.
The control is in your hands
Your investment is guaranteed to be safe. We will make sure that we do not let go of your hand even after the contract has been signed.
Do you want to know how your money will work for you?
04.
Low yield is unkown
Now you don’t need to take unnecessary risks for a good return! Forget unnecessary costs!
Tired of useless investments?
Invest
in electric cars!
Innovation, extreme growth potential, the most innovative managed portfolio of the year!
Here is how our advisors
work with our clients!
1. Our main values
Understanding our core values. We make it a priority that when you contact us, you know our philosophy and worldview.
2. Needs assessment with 21st century methods
When innovation and market needs meet, things always happen that benefit the clients.
3. Processing needs
This is perhaps the most important task for our colleagues. The starting point is to ask 25 questions about the past and present experience.
4. Preparing an offer
Our clients provide us with all the details of the investment parameters they require.
5. Post-investment care
In today’s world, the greatest thing is not to get something, but to keep it. The post-investment care service is for the entire duration of our cooperation with our clients.
They said about us
Frequently Asked
Questions
What exactly does Portfolife Zrt. do?
Our financial services company, which is engaged in financial and investment matters and pursues ethical market conduct, provides advice on the securities market (mainly bonds, fixed income securities). Using our custodian capabilities, we can provide a personalised service, taking into account our clients’ objectives.
Is this an analysis company?
On our site you can read about the market observations and opinions of our professional analysts, as we try to make sure that our clients are aware of all the necessary changes affecting the market, but this is not our profile.
What exactly does a capital markets adviser do?
Describes the details of the product that meets the client’s needs and expectations and provides information and help to prospective clients to choose.
Why do we also prefer bonds?
Because bonds are affordable, generate a fixed income, have predictable and pre-determined interest rates. Unlike stocks, they do not require unnecessary buying and selling.
What is a constructive consultation?
Many people ask us this question. To overcome the drawbacks of traditional consultations, we have developed our unique and exclusive needs assessment concept.
A constructive consultation is entirely client-focused, following the guidelines of the MiFID II regulatory framework. We conduct a thorough needs assessment to provide personalized recommendations and services to our clients.
This is the most modern and effective method, enabling both advisors and clients to make independent and secure decisions using our proprietary Easysales application.
What can our clients expect from us?
We will be reliable, fast, and efficient partners, as this is essential in today’s world. If you choose us, you can be sure that we provide a guarantee with our post-investment care services. We pay attention, educate, and support you with our expertise throughout our partnership.
What is the unique innovation our team works with?
Our uniquely developed EasySales application aligns the needs of buyers and sellers of financial products, strictly adhering to the regulations prescribed by the MiFID II framework. The application features functions that simplify administration, the creation and evaluation of statistics, as well as the process of negotiations.
What is post-investment care service and what exactly do we do within its framework?
Post-investment care service is not mandatory; our clients decide whether they wish to request this service. Our goal is to provide ongoing education and maintain a unique personal relationship that ensures every client receives private banking quality, regardless of the amount they have invested.
We provide continuous updates and information on the products in the portfolios our clients have assembled, keeping data up to date. We review and forward documentation. To enhance our post-investment care service, we offer our custom-made newsletters and technical analyses from our professional team.
Who are we partners with?
We are partners with Partner Bank AG, an independent custodian based in Austria, founded in 1992. Our status at the bank is that of a dependent agent, meaning we do not act as intermediaries for anyone else, only for Partner Bank.
Our Partners,
with whom we work
Have a question?
Write to us, and we will gladly call you back!
Our colleagues are available to assist you at any time during working days.
Download
What you need to know about bonds
Download our eBook and discover the world of bonds!
