SBM Plutus: One view for all your investments

Plutus provides you with a single world view that helps you make the right financial decisions. You can now access a wide spectrum of comprehensive investment solutions via a seamless and intuitive digital wealth platform. Think of this as your own digital family office that provides you with a clear and accurate picture of your family’s wealth, assets and investments. Should you need any assistance, you can always get expert Wealth Management insights from your dedicated Relationship Director.

Features

One View

Plutus is your very own online wealth portal allowing you to create a multi-dimensional portfolio view across products, assets, family and advisors. Get a holistic view of your investment portfolio.

Transparency

Get a transparent view of your advisories. Compare performances of all your advisories to filter out advisories enabling better portfolio performance.

Risk Controls

Set up an Investment Policy Statement (IPS) to efficiently manage your investments. Get a bird’s-eye-view of performance attributions for significant risk controls.

Proactive Investment Management

Your SBM Private Relationship Director works with you to proactively manage your investments. Regular alerts about any deviations in your portfolio allows your Relationship Director to stay on top of your investments.

Interactive Analytics

Our highly advanced analytics help you manage your investment journey digitally and make informed investment decisions. Our interactive, in-depth and real-time analysis is one-click away.

Eligibility

We extend our Wealth Management portal to our SBM Private clients.

Our Team

We are committed to assisting you in your Wealth Management journey. Our Private Relationship Directors with 10+ years of experience in Wealth Management empower you to make informed investment decisions and equip you with the necessary data whenever you need it.

FAQs

SBM Private customers can access SBM Plutus by logging into their Net Banking platform.

With Plutus, you can gain better control of your investment portfolio and manage it proactively. This online investment platform provides comparative performance analysis of your products and advisors, allowing you to make sound financial decisions. Also, you can get expert wealth management advice from your Relationship Director.

An IPS is a financial document used by financial advisors to outline investment guidelines to help manage your investment portfolio. It details how your financial advisor will make investment decisions that will eventually help grow your wealth.

The SBM Plutus investment platform provides you with performance attribution which explains why the performance of your portfolio varies from the benchmark. Additionally, your Relationship Director will receive alerts when there are deviations in your portfolio. This way, you can take appropriate measures to minimise the potential risks. You can also manage your investments from time to time, by setting up an IPS.

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SBM Plutus: One view for all your investments

Features

Eligibility

Our Team

FAQs

1. How can I get access to SBM Plutus?

2. How does SBM Plutus help in generating better performance from my investment portfolio?

3. What is an Investment Policy Statement (IPS)?

4. How can I manage the risk associated with my investments with SBM Plutus?

Let's Connect!