Digital Investment Portfolio

Derech-Invest

Digital Investment 

 

Derech Invest offers you a modern, professional, and fully personalized investment experience. We are committed to providing transparency, responsible management, and tailored client service. Our portfolios are managed by a team of seasoned experts, always available to support you, address your needs, and adjust your investment strategy.

With Derech Invest, you can open a customized digital investment portfolio starting from 30,000 ILS, and invest intelligently and efficiently—with simplicity, flexibility, and security.

 

Let’s get started

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Defining your investment profile

The first step is to complete a short questionnaire designed to assess your financial needs and preferences. It evaluates several factors, such as your investment goals, time horizon, risk tolerance, and the structure of your existing assets.

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Adjustment of the plan and risk level

Based on your responses, our system recommends a portfolio tailored to your profile. Using a smart model, we determine the optimal risk level, ensuring a balance between potential returns and your investment strategy.

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Advanced digital tracking and management

Once your investment plan is confirmed, you’ll gain access to the Fair platform—an advanced digital tool that lets you track the performance of your investments in real time. This platform offers full transparency, simple and secure management, and no additional fees such as purchase or sale commissions, or custody charges.