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Invest in your future self

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Simple Wealth

With Simple Wealth, you can begin investing with a minimum of USD 15,000 and grow your money using Zurich-managed funds. You can also add more money to your investment whenever you need to.

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Wealth Accumulation Plan (WAP)

The Wealth Accumulation Plan (WAP) is a lump sum investment solution. You can begin with a minimum investment of USD 30,000, with the flexibility make additional investments over time. WAP enables you to manage your investment portfolio using a diverse selection of funds from Zurich and other renowned global and local asset managers.

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Vista

Start your investment journey quickly with Vista, a structured regular savings plan that lets you invest your money in funds to achieve your life goals. You can begin with a monthly contribution of USD 300, and as your contributions accumulate over time, the funds you’ve invested in could also grow.

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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 distribution partners have a team of dedicated financial experts to answer any questions you might have and help you find the solution that’s right for you

Get in touch with us

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