Savings and Investment
Our goal: Help you plan your future. We are experts in personal and patrimonial protection.
Advantages of our savings and investment insurance:
We facilitate the analysis of your objectives, identification of your goals in the short, medium and long term, such as: the care of loved ones, the education of your children, planning your retirement, your financial security, your savings and investment, preparing what unexpected… The more we know about you, the better solutions we can offer you.
From here, we will propose an answer to your objectives.
PIAS
Plan for your future well-being and take advantage of significant tax benefits through an adaptable periodic savings plan.
A flexible solution, with guaranteed capital, with an attractive interest rate and which you can use at any time, starting from the first annuity.
ASIGNA
Multiple investment options at your fingertips to enter the financial markets with great profitability.
CUENTA Y AUMENTA
Within our range of Periodic Savings plans, it allows you to save little by little and supplement your future income.
A flexible solution, with guaranteed capital, with an attractive interest rate and which you can use at any time, starting from the first annuity.
PIAS
PIAS PerformanceIt is your individual savings insurance with which you can save in the long term,FROM €50/monthand preparing you for the future and obtaining a high return, in addition to benefiting from the best tax advantages.
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Cost effectiveness:
Possibility of participating in the returns of the financial markets.
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Availability:
After the first annuity you will be able to dispose of your capital totally or partially.
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Flexibility:
Whenever you wish, you can make additional contributions, as well as choose the fractionation and growth of the premiums contributed.
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Maximum Tax Advantages:
After 5 years, the income generated will be exempt from tax, as long as it does not exceed the legal limits and is received as a life annuity. Depending on your age, when constituting the life annuity you will enjoy significant tax reductions.
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Dynamic management of your savings:
AXA puts at your disposal different investment options according to your investor profile. Each one of the options is adjusted to certain Fixed/Variable Income percentages depending on the risk that one wishes to assume. There are four types of predefined strategies made up of investment funds with the aim of providing diversified exposure to financial markets adjusted to the level of risk:Calm, Moderate, Growing and Determined.
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Free strategy:
A universe of investment funds is provided for free selection, giving the possibility of configuring a portfolio, made up of one or more funds, adapted to the needs of each client. Also having Socially Responsible and Thematic funds.
FLEXIPLUS DEPÓSITO FLEXIBLE
ASIGNA
Create with Asigna the investment portfolio that best suits your needs or choose one of our Model Portfolios
Asigna is a life insurance that allows you to build your assets in the medium-long term by participating in the opportunities of the financial markets.
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Open architecture of funds and managers.
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Wide range of Responsible Investment (ESG) funds.
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Full or partial availability at any time.
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Possibility of modifying your portfolio at any time without cost and without having to pay taxes on accumulated returns.
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Protect investment and returns with hedgingiProtect.
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Tax advantages in the SIALP modalityiProtect.
What isiProtect? iProtect is the new way of relating to the markets, an innovative solution that protects 85% of the investment and the benefits that are obtained. An intelligent alternative with which we will be setting our own rules, since it can be activated and deactivated when desired.
NUEVO
RENT@BILIZA
Aprovecha el alza de los tipos de interés y pon tus ahorros a trabajar.
Desde sólo 1.000€, invierte en un plazo fijo anual y obtén la mejor rentabilidad.
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Sin gastos.
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Sin comisiones
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SIN RIESGO.
Infórmate sin compromiso en nuestra agencia y llévate un regalo por la contratación de tu Rent@biliza.
CUENTA Y AUMENTA
Do you want profitability and stability without putting your investment at risk...?...
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Savings and investment insurance modality with a single premium, which you can take out from 3,000 euros.
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With the possibility of making additional contributions, in the periods in which the Insurer has campaigns enabled.
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With a vision that savings remain stable for at least 3/5 years.
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The return on savings is obtained by profit sharing, annually, and is linked to AXA's specialized financial management, aimed at achieving stable and always positive returns.
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It has full guarantee and protection of capital and accumulation of returns.
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Clients see how their savings grow year after year.
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With full liquidity at any time (without penalty for early withdrawal, after 36 months from the date of issuance of the contribution).
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With an additional capital to the account balance of €900, in the event of the death of the Insured.
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