Savings Plan
Save Today to Craft the Dreams of Tomorrow
The path to your dreams starts with the simple act of saving today. At arvy we have designed a simple savingsplan that helps you getting there, free from any hassle.
Savings Plan
CHF 100.- a month can make the difference
Making provisions for the future is easier than you think. Arvy’s savings plan is all about making investing simple and straight to the point, without endless paperwork.
It’s about taking that initial step, no matter how modest, to shape your future.
Our Partners
Custody Bank
Hypothekarbank Lenzburg AG – A bank with principles
Fixed Income Partner
Flossbach von Storch – Robustness in a fragile world
ARVY 3A
What are the arvy benefits?
Automated Savings Plan
We get it — managing finances often takes a backseat to life’s other priorities. That’s why our automated savings plan is designed for one-time setup, allowing you to effortlessly grow your savings and spend your time on what matters most to you.
Active Strategies
We allocate our capital carefully, guided by core principles that have consistently demonstrated their value to us throughout the years: «Good Story & Good Chart». In simple terms, we aim to buy great businesses. Do not overpay. Hold them for a long time by keeping the trend work in our favor.
All-Digital
Our user-friendly online platform streamlines investing, ensuring accessibility, efficiency, and security. Review your portfolio, learn about companies or monitor your progress — all within a few clicks.
OUR INVESTMENT PHILOSOPHY
Our Investment Approach
We believe that investing is more art than science. It requires a certain amount of creativity, intuition and experienced judgment, in addition to certain basic principles and techniques. You need a human touch.
- We aim to hold the most exceptional business models worldwide
- We hold a global, concentrated, active portfolio
Compounding Effect
The impact of capital compounding is often understated, yet it’s a potent tool in wealth accumulation. When you start early, you harness this powerful effect to its fullest. Compounding doesn’t just add to your investments; it multiplies them over time. This exponential growth means that the returns you earn generate their own returns, creating a cascading effect on your wealth.
Beginning this journey sooner rather than later amplifies the compounding effect, allowing more time for your earnings to build upon themselves. It’s a strategy that leverages time as much as it does money, underscoring the truth that in investing, time can be as valuable as capital.
arvy Calculator
Investment Value: CHF0.00
FAQ
What is an automated savings plan?
An automated savings plan is a financial tool that allows you to automatically transfer a predetermined amount of money from your checking account to your investment account at regular intervals. This process is set up once and then operates automatically, simplifying the act of investing.
How does the arvy savings plan work?
To set up an automatic savings plan, you must first open an account with Hypthekarbank Lenzburg and determine your risk appetite. This process usually takes no more than 10 minutes and can be done from the comfort of your sofa at home. You can then deposit the starting amount and choose the amount you want to invest each month. Now all you have to do is set up a standing order with your bank. Once set up, the transfers are made automatically and we take care of the rest.
How secure is the arvy savings plan?
Our savings plan is very secure. Your account is with a Swiss bank and in your name. Deposits up to CHF 100,000 in cash are protected. Your investments are also held in your name and always remain your property, regardless of the future of arvy. arvy is merely your asset manager
Are there fees associated with an automated savings plan?
We recommend using your checking account to avoid any unnecessary fees. Typically, a domestic transfer should be free or not cost more than a few rappen but if you are unsure its best to check with your bank.
Can I cancel my automated savings plan?
Yes, you can usually cancel your automated savings plan at any time. This can typically be done through cancelling the standing order at your bank via e-banking.
How does an automated savings plan help me save more money?
An automated savings plan helps you save money by making the process consistent and effortless. By automatically transferring funds to savings or investment accounts, it encourages a “pay yourself first” approach, reducing the temptation to spend what you might otherwise save.
Disclaimer
This Document is addressed solely to Recipients to whom it has been delivered by arvy AG or its affiliated companies. It may not be shared in whole or in part with any other persons without the prior written consent of arvy AG or its affiliated companies. This Document is not addressed to any person or entity in any jurisdiction where this may be unlawful. All Recipients take full and sole responsibility for compliance with applicable laws and regulations in relation to any use they make of the Document. The Document is an advertising document for general informational purposes only. Nothing contained in this Document constitutes legal, tax or investment advice. The information in this Document does not constitute an offer, solicitation or recommendation to buy or sell any financial instruments, or to engage in any other transaction involving financial instruments. Before making an investment decision, the Recipient should always read all relevant legal documents as well as any other material which might be required under local laws and regulations, especially all relevant risk disclosures contained therein, and seek professional advice. Any investment decision lies in the sole responsibility of the Recipient. Although the Document is based on information that arvy AG considers to be reliable, arvy AG does not guarantee that the content is accurate, up-to-date or complete. arvy AG may amend the Document partly or entirely at any time without prior notice. arvy AG is not obliged to provide the Recipients with an amended version of the Document. In Switzerland, this Document may only be provided to qualified investors within the meaning of article 10 paragraph 3 and 3ter of the Swiss Collective Investment Scheme Act. Past performance is no indication of current and future performance. arvy AG or its affiliated companies provide no guarantee, warranty or any other pledge regarding the future performance. Data from Koyfin.