Akbank Wealth Management

Everything That You Have To Know About Investments Is At A Single Place!

To reach our goal of becoming a specialist in financial markets and the preceding bank of our customers, we are joining our forces with Ak Asset Management Inc. and Ak Investment Inc., and presenting you the “Akbank Wealth Management”.
You will find the answers for the questions that you encounter while managing your investments with Akbank Wealth Management.

If you are saying;

  • I don’t know the investment tools very well, I can’t decide on which tools to invest in.
  • Which risks am I taking while giving an investment decision?
  • What are the opportunities that fit me, am I missing those opportunities?
  • Markets are changing very fast, I’m finding it hard to track my position.
  • I need a financial service that I can access quickly and from a single place, that I can use confidently without any confusion and that can easily help me keep up with the results of my investments,

you will find the unique customer experience created by the confidence of working with the leading enterprises of their sectors while finding financial solutions for your needs at Akbank Wealth Management.

With Akbank Wealth Management;

  • We are analyzing your personal investment trends and assessing your risk profile.
  • We are offering “Strategic Asset Distribution” advice that is suitable for your risk profile which we developed with Turkey’s prominent enterprise in its subject, Ak Asset Management.
  • If you want to manage your investments according to these advices;
    • We are enabling you to shape your investments by a single transaction with “Portfolio Ideas” where the allocated asset distribution gets updated parallel to market conditions, which eliminates the burden to continuously track your investments.
    • With our other offering, “Fund Baskets”, we are helping you to hedge your risk and increase your return potential by easily buying the advised asset distribution for your risk profile.
    • We are finding intelligent solutions for your investment needs with Ak Asset Management’s large mutual fund universe.
    • If you prefer to create an asset distribution plan with your own pick of products; we are offering general investment advices that are created with the partnership of Ak Invesment.
  • If you are closely following the markets, making buy-sell transactions with various financial instruments, and need private investment advices in addition to general investment advices;
    • We are enabling you to have video conversation with Ak Investment’s versed and expert Investment Advisors through your Relationship Manager.

We are making it possible for you to track the results of these investment services quickly and from a single place.
If you want to start shaping your investments with Akbank Wealth Management, Akbank Direkt Internet is with you. Besides that, you can track your investments from wherever you are through your tablet or mobile phone with the divergence of Akbank Direkt.

Investor Profiles

Conservative:

Investors who occasionally follow-up markets and instruments that he/she is interested in.

  • Utilizes 80-90% of his/her investment in short-term deposit
  • Focuses on longer (1 year or more) term returns with 10-20% of his/her investment and not on fluctuations that can happen in short-term. Utilizes his/her investment in instruments like TEFAS mutual funds, which consists limited stocks, gold and, securities.

Balanced:

Investors who try to follow-up markets, even if not every day, and monitor the general trends.

  • Utilizes 70-80% of his/her savings in fixed return instruments like deposit with various terms.
  • Focuses on longer (1 year or more) term returns with 20-30% of his/her investment and not on fluctuations that can happen in short-term. Utilizes his/her investment in instruments like commodities, government and private bonds, gold, capital-protected funds and TEFAS mutual funds, which consists partially or mainly of stocks.

Courageous:

Investors who can occasionally make short-term buy and sell operations and who try to monitor the general trends and follow the markets closely.

  • Utilizes 60-70% of his/her savings in fixed return instruments like deposit with various terms,
  • Focuses on longer (1 year or longer) term returns with 30-40% of his/her investment and not on fluctuations that can happen in short-term. Utilizes his/her investment in instruments like government and private bonds, stocks, commodities, and TEFAS mutual funds which consists stocks, commodities, and gold.

Aggressive:

Investors who follow markets very closely, sometimes instantly and who generally likes taking risks.

  • Can invest at least half of their portfolio in instruments with high return potential such as government bonds, treasury bills, gold, commodities, currencies, stocks, and TEFAS mutual funds which contain these instruments.
  • Executes buy and sell transactions with speculative manner within very short-term, sometimes on a daily basis,
  • If he/she thinks that market conditions and investment environment are not suitable for making investment decisions, he/she can invest in fixed return instruments like time deposits.
Who Can Use It?
  • Minimum amount for buying Portfolio Ideas product is 100 000 (hundred thousand) TL.
  • Minimum amount for buying Fund Baskets is 1000 (one thousand) TL​
  • Every Akbank customer who wants to shape their investments parallel to their risk and earnings expectation, can use Akbank Wealth Management
  • While there is no lower limit to use Akbank Wealth Management, to be able to use the Investment Advisory service, you must have at least 200.000 TL or equal money amount of (TL/Foreign Currency Time – Current Deposit, Mutual Fund, TL/Foreign Currency Treasury Bill/Government Bond/Eurobond or Equity) asset and have taken the "Suitability Test". Akbank and Ak Investment Inc. keeps the right to change the minimum asset balance to benefit the Investment Advisory service.
  • Akbank Private Banking customers can get Investment Advisory service from the Ak Investment Advisor who is appointed to them.

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Portfolio Ideas