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Investment counselling

Professional assistance with every investment decision.

This is why you’ll like it


Desired investment is estimated according to your investment profile

It’s important to know where you stand

Check the results of your appropriateness estimation questionnaire

Always up to date

Regular notifications on your questionnaire & portfolio discrepancies

Narrow down your choice of investments in a quick and simple way
Narrow down your choice of investments in a quick and simple way
Narrow down your choice of investments in a quick and simple way
Choose the guide feature in the Discover funds function
Filter out funds according to type, geographic, sectoral and currency exposure, risk level and time period of the investment
You can sort them according to name, fund type, the last known share price, fund currency, yield and risk level
The chart for comparing funds shows share price developments, detailed asset allocation and other chosen fund features
An easier way of browsing the fund catalogue with tags

We advise you

Every investment that you may desire is automatically estimated based on your investment profile and your wishes before you proceed. If our estimation finds a good match between your profile and your requests, you can proceed without worrying. However, if your investment decision doesn’t match your replies in the appropriateness estimation questionnaire, we will advise you not to proceed with that investment. In some cases, you’ll be able to proceed at your own risk, but in others, your transaction will be blocked if it is inappropriate for your portfolio.

Create your Capital Accumulation Plan.

Create your Capital Accumulation Plan.

Saznajte kako ulagati u investicijske fondove Eurizon Asset Management Croatia putem trajnog naloga.

Your personal investment advisor in your pocket

Contract an Investment Counselling Service to ensure that all of your investments are in accordance with your investment profile before carrying them out. Go through the summary of your planned investments and check your decision based on professional assistance.

To contract the service of investment counselling, simply visit any PBZ branch office and fill out a questionnaire for the estimation of the appropriateness.




Investment Counselling Service can be contracted via PBZ Digital Banking mobile app under the menu Investments.


Socially responsible investing and ESG

Respect for the environment and people and the responsible use of natural resources and sustainability in general are increasingly important issues in everyday life.
Even in the world of finance and investment, these concepts have begun to occupy a central role, to such an extent that today we can talk about sustainable finance.

A certain investment is considered sustainable if it`s directed to an economic activity that contributes to the achievement of environmental and social goals, ensuring that other environmental and/or social goals are not significantly harmed and that the companies in which the investment is made are aligned with good management practices.

Privredna banka Zagreb, in its capacity as a provider of investment counseling services, among other things, aims to promote environmentally, socially and managerially acceptable and long-term sustainable investment, in the manner defined by the overall EU regulatory framework, i.e. in accordance with the PBZ Group Guidelines on the management of environmental, social and management risks (ESG) and aligned with the ISP Group Guidelines. 

Knowledge will help you make the right decision

Do terms like VOLATILITY or DIVERSIFICATION sound unfamiliar and investments seem complicated?

In order to make investment decisions more easily, you can find some simple explanations of the terms here.

You can watch a video with a simple explanation of the terms Volatility and Diversification right now and how to achieve your goals with the Investment Plan - a simple and flexible savings plan with periodic payments.


Educational on investments

Improve your investment knowledge

Watch educational videos with a simple explanation of basic investment terms.

Learn more

Eurizon Asset Management Croatia
Investing in investment funds.
Do you need help?

We will answer all your questions