Benefits of investing with Patria Finance

 

Background of the ČSOB banking group

Patria Finance belongs to the ČSOB group. You can rely on our credibility and experience for more than 30 years. 

 

Online and personally

We have clear and high-quality trading platforms for your independent investing, on PC and mobile. However, if you prefer personal care, you will find that here too.

 

Education and news

We place great emphasis on the quality of investment news. Whatever happens in the markets, with us you will always have an overview.

2
million investment instruments

31 
years on the market

138
CZK billions in assets

Investing may not be suitable for everyone and there are risks involved.

 

Choose and invest according to your needs

 

Online

Most clients at Patria invest online via the Patria Finance mobile application or the WebTrader web platform. They are not alone in this, as they have at their disposal:

- investment news on the Patria.cz website
- investment tips from our analysts on the Patria Finance mobile application and the WebTrader web portal
- a Client Care department that handles client questions and requests
- a VIP Client Care department that individually takes care of clients with assets over CZK 5 million, ČSOB Premium and ČSOB Private Banking.

 

 

Regularly

At Patria, you can invest regularly in increasingly popular exchange-traded funds (ETFs), specifically in 70 carefully selected ETFs from 2 top investment companies:

- the world's largest asset manager BlackRock (iShares)
- European ETF leader Amundi

Choose an ETF according to your preferences, and it will be automatically purchased regularly every month, starting from 500 CZK. And if you like investing in ETFs but don't want to choose, Patria's indigo is the perfect product for you.

 

 

For your old age with DIP

The long-term investment product is still a fresh novelty among state-supported retirement products since 2024. During that time, our DIP has repeatedly become the winner of independent comparisons. Why?

- you buy the widest possible range of investment instruments
- into it you can invest in it both once and regularly

Deduct up to 48 thousand from your tax base and you can also have your employer contribute to the DIP. Leave the rest to us.

 

With a broker on phone

If you want to deal with your investments on a daily basis with a professional who has access to the Bloomberg terminal and will provide you with transactional investment advice, cooperation with a broker is the most suitable for you. Brokers at Patria:

- care intensively for their clients
- follow a jointly set investment strategy
- make sure that their clients do not miss any opportunity
- place buy and sell orders or currency conversion orders together by phone and also consult on investment portfolios by phone or in person.

The information published on the Patria Finance, a.s. website is not (unless otherwise stated) an analysis of investment opportunities, an investment recommendation or a proposal to conclude a contract within the meaning of Section 1732 of Act No. 89/2012 Coll., the Civil Code. The opinions and recommendations provided here do not take into account the situation and personal circumstances of individual investors, their financial situation, knowledge, experience, goals or needs. Investment instruments that customers can buy/sell through Patria Finance, a.s. may not be suitable for specific customers and investors may not be allowed to trade with them. Trading on the capital market involves the risk of losing an investment, the risks associated with individual investment instruments and other information regarding trading on the capital market and Patria Finance, a.s. are published on finance.patria.cz.