We provide you a wide spectrum of products across asset classes – each carefully selected after an exhaustive research and due diligence. We partner with industry experts so that you have the best pool of Investment solutions.
At SBM Private Wealth, we follow a balanced approach and a time proven investment strategy towards selection of asset classes. Carefully curated by an experienced in-house research team, our investment avenues focus on capital appreciation, income earning opportunities, and/or tax benefits, depending on your need and preference. Our well-researched, diverse product portfolio provides a wide range of investment options to suit your wealth creation goals, while our research reports and timely insights assist you in taking informed investment decisions. We also partner with industry experts so that you have the best pool of investments at your disposal.
We offer investment options across fund types ranging from equity, debt, hybrid, ELSS and liquid funds, all customised to suit your risk appetite.
These offer the opportunity to invest in non-conventional avenues such as venture capital, private equity, hedge funds, managed futures etc.
A hybrid, sophisticated instrument to help you derive optimal returns from equity or fixed income products, while simultaneously reducing the risk by inclusion of a derivative or insurance cover.
Make the most of the expertise and due diligence of our in-house professional investment managers who draw upon their years of experience in the investment domain to make money work for you.
To help you leverage the lucrative investment opportunities offered by the Indian secondary market. You can buy and sell shares and debentures of Indian companies on a recognized stock exchange on a repatriable basis.
Investment in foreign markets is a great tool for diversification and hedging risk by spreading it across a mix of assets and markets, thus helping you earn smoother and better returns on your portfolio.
We adopt a customer centric approach to insurance and offer life and general insurance products, through our trusted partners.
We provide tax efficient wealth structuring and protection solutions through our partners, who help you in the careful planning of your assets in light of the ever-changing gift, estate and income tax laws.
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