ocp - In Investments

In Invest, as a purely investment-focused intermediary in the Czech Republic, has obtained a Securities Broker (OCP) license

In Investments a.s., operating on the Czech market for over 10 years, is thus transforming from a standard investment intermediary into a licensed Securities Broker (OCP), as the only entity specializing exclusively in investments. This significant milestone opens up new investment opportunities and brings a revolution to the advisory business. Investment advisors will gain expanded access to investment instruments, commodities, low-cost platforms, and foreign markets. They will now be able to offer clients top-tier, tailored services – from innovative strategies to faster and simpler processes. In Invest is thus significantly strengthening its lead over the competition and confirming its position as the number one and innovator in the investment advisory market.

FULL ARTICLE WITH DETAILS

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ININ References

JAN SUŠÁNKA, EFP Sušánka & partneři,s.r.o.
PRIVATE INVESTMENT ADVISOR

“Sušánka & partneři has been working with In Investments for over two years. I must say that I would not change under any circumstances. Right at the beginning of our cooperation, the company supported me and prepared me for the inspection by the Czech National Bank (CNB). They are constantly trying to develop their services for my consulting company and move them to a higher level. They can help with very high demands from me and our investors. Overall, thanks to In Investments, our company is one of the leading consulting companies in fee-based consulting in the Czech Republic. If you want to offer transparent fee-based investment consulting, In Investments should be the clear choice for you. "

MAREK ODEHNAL, MBA ODEHNAL & PARTNEŘI s.r.o.
ODEHNAL & PARTNEŘI s.r.o.

"If you want to specialize only in investment consulting, you will not find a more suitable partner for your business in the Czech Republic. Comprehensive portfolio modeling tools, advanced computerization of administration, constant innovations, a drive for success and, last but not least, great people in the company's management, all this makes In Invest the clear number one in the field in the Czech Republic."

JIŘÍ CIMPEL, EFP Cimpel &amp; partneři, s.r.o.
CEO | Investment and Property Advisor, Wealth Manager

“I consider Ininvest to be the right choice for advisors who want to engage in fee-based investment advice and are serious about it. Cooperation with In Investments has helped us reach a state where my company is supported by regular fees from our clients and allows us to continue to grow at a high pace. I especially appreciate the human approach to solving our specific needs and the willingness to always accommodate us. Thanks to the wide range of investment platforms, we can truly provide our clients with top-notch advisory services at a level comparable to our colleagues from abroad.”

Ing. LIBOR DIVIŠ

“In Investments is a company that, thanks to the perfect care and support for advisors who build their practice on the basis of paid advice, helps to provide excellent quality care for clients, with an emphasis on long-term care and quality service. The interest in the client and advisor is also visible in the enthusiasm of the entire team. I am happy for the opportunity to belong to the community of these professionals and enthusiasts.”

Ing. MARTIN ČERNÝ

“You have to earn your cooperation with In Investments!”

Ing. VÁCLAV URBAN

“I was one of the first to start with In Investments. Our cooperation is based on unchanging rules. They provide advisors with a completely understandable, broad, yet simple service. They respond very flexibly to our suggestions. I am definitely glad that I chose to cooperate with inin, and I recommend them to all advisors.”

ROMAN SEDLÁČEK, LivingPro s.r.o.
Company executive

"I have been working with In Investments since 2021. I "switched" to InIn with less than 80 million under management. Today, we manage almost 140 million for clients, and ININ also has a huge contribution to this growth thanks to the perfect tools, clear vision and excellent support it provides to its advisors. Among other things, it also makes negotiating a contract and the associated administration very easy. For me, ININ is the clear number one in investment consulting and I greatly appreciate our cooperation. Roman Sedláček - Managing Director of LivingPro s.r.o."

ININ Studies

CLIENT PORTFOLIO CASE STUDY

In our portfolios, especially in equity strategies, we primarily use passive index tracking. We do not rely on an active approach by portfolio managers. We prefer the certainty of an average return reduced by our fee over the uncertainty of an above-average return with the risk of a significant underperformance.

This is confirmed by the portfolio of one of our clients who has been investing through us since early 2018. We can see that the portfolio experienced a drop at the turn of 2018/2019, during the COVID crisis, and the war in Ukraine. Despite three significant downturns, the client is in profit, with an average annual return of 8.26% after all fees and annual charges of 1.25% per year.

Lukáš Paldus
CO-FOUNDER

By filling in the information, you consent to the processing of your personal data by In Investments a.s. for business and marketing purposes.

In Invest, as a purely investment-focused intermediary in the Czech Republic, has obtained a Securities Broker (OCP) license

We are changing the rules of the market

...we are the first choice for fee-based investment advisors

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ININ References

JAN SUŠÁNKA, EFP Sušánka & partneři,s.r.o.
PRIVATE INVESTMENT ADVISOR

MAREK ODEHNAL, MBA ODEHNAL & PARTNEŘI s.r.o.
ODEHNAL & PARTNEŘI s.r.o.

JIŘÍ CIMPEL, EFP Cimpel &amp; partneři, s.r.o.
CEO | Investment and Property Advisor, Wealth Manager

Ing. LIBOR DIVIŠ

Ing. MARTIN ČERNÝ

Ing. VÁCLAV URBAN

ROMAN SEDLÁČEK, LivingPro s.r.o.
Company executive

ININ Studies

CLIENT PORTFOLIO CASE STUDY

In Invest, as a purely investment-focused intermediary in the Czech Republic, has obtained a Securities Broker (OCP) license

We are changing the rules of the market

...we are the first choice for fee-based investment advisors

In Invest, as a purely investment-focused intermediary in the Czech Republic, has obtained a Securities Broker (OCP) license