Invest in your future self
Simple Wealth
With Simple Wealth, you can start with investing a lump sum of at least USD 15,000 and grow your money through Zurich-managed funds. You have the option to add more funds as you go along.
Wealth Accumulation Plan (WAP)
The Wealth Accumulation Plan (WAP) is an investment product that requires a lump sum payment. You can start by investing a minimum of USD 30,000, with the flexibility to increase your investment amount over time. WAP allows you to manage your investment portfolio with a diverse range of funds from Zurich and other renowned global and local asset managers.
Vista
Start your investment journey quickly with Vista, a structured savings plan that allows you invest your money in funds towards your life goals. You can start by contributing USD 300 monthly and as your contributions add up over time, the funds you've invested in could also grow.
You might be wondering…
What’s the best way to save?
The first step is to define your objective, whether it is buying a house, saving for retirement, or saving for your child's higher education. This will help you to remain focused and committed, maintain a long-term view, and ultimately achieve your financial goals.
What should I invest in?
Invest in what you're comfortable with. Risk more if you're okay with ups and downs for potentially bigger gains. Play it safe with bonds for steadier, smaller returns. Choose what works for you.
How long should I save for?
As a general guideline, it's advisable to save for at least five years. However, the duration of your savings plan depends on your specific savings objectives. That's why having a well-crafted investment strategy is critical to achieving your savings goals. One thing to keep in mind is that it's never too early to begin.
What are the advantages of saving with Zurich?
By choosing to save with Zurich, you can benefit from a vast selection of funds, providing you with the opportunity to diversify your portfolio. Furthermore, a team of professionals will manage and invest your assets, helping you to attain the best possible returns.
Whom should I contact if I need help?
Our team of dedicated advisers will take the time to answer any questions you might have in order to help you find the solution that’s just right for you.