A holistic approach to growing and preserving your wealth
We share your vision to excel in everything you do. We work with you to help you grow your wealth with our holistic range of Wealth Management solutions. Connect with our wealth management experts to make investments, plan taxes and ascertain the terms for your wealth distribution.
We understand that your personal preferences, environment and aspirations will continuously evolve with time. Our first priority is to get a thorough understanding of your wealth creation aspirations, goals and preferences. Together, we then define an investment strategy based on these requirements and identify next steps. Our team will then help execute this strategy in the most efficient way, drawing on the experience of our in-house specialists and empanelled partners. Our suite of comprehensive investment solutions is tailored to your unique goals in order to deliver superior returns.
We work with seasoned investment specialists to build the right investment plan for you.
We help you build a personalised plan and invest in Mutual Funds online, choosing from over 40 different asset managers. You can diversify your investments across asset classes, including equities, debt, gold, etc. using a variety of Mutual Fund products. We can also help you take international exposure using Mutual Funds in India.
When investments are well-planned, you are more likely to yield beneficial results. You can opt for structured investment instruments which comprise a mix of equity and fixed income products to provide optimal returns. The risk associated with high-return investments can be reduced with derivatives and insurance covers.
When you do not have the time to spare to build and manage an investment portfolio, you can turn to PMS. The SBM team can help build a personalized investment plan using a wide array of PMS solutions. Our team can help build a portfolio tailored to specifically match your goals, liquidity needs and risk tolerance. PMS investments require a minimum investment of INR 50 lakh.
For more evolved needs, we can leverage on AIFs as an investment option. AIFs can be used in combination with Mutual Funds or PMS or both. Our investment experts can help you choose from a wide array of AIFs like venture capital funds, private equity, angel funds, start-up funds and hedge funds. AIFs require a minimum investment of INR 1 crore.
Safeguard your assets and the security of your loved ones from unwarranted circumstances with our range of insurance offerings. The absence of insurance can potentially disrupt your financial goals. Insurance can help protect your assets, material or otherwise.
Managing the paperwork of your new and existing properties can be cumbersome. Through our Property Management Services, we make the process of buying, selling and managing a property as stress-free as possible.
We understand that tracking your income and expenses can be overwhelming. We extend services of our expert tax partners that can help you with efficient tax planning. We aid you in filing your income tax returns and refunds. We simplify laws pertaining to the Foreign Exchange Management Act (FEMA) and guide you with repatriation and taxation for cross-border transactions.
We help you connect with top estate planning experts who work with you to ensure seamless transfer of assets to the intended beneficiaries in the event of death or decapacitation. Our financial experts chart out an estate plan keeping in mind applicable tax laws.
In banking, Wealth Management is a service typically extended to affluent customers with diverse and elaborate investment needs. This service involves investing in various avenues to create wealth and to preserve it. A wealth specialist evaluates the current finances of the customer and tailors a strategy that can help fulfil their financial objective, while also being tax efficient.
You can begin by exploring the wide range of Wealth Management Solutions available from SBM Bank to familiarize yourself with our offerings. To receive a call back, kindly share your details here. Alternatively, you can visit the nearest SBM Bank branch for an in-person discussion. Locate nearest branch.
Disclaimer:
The purchase of Insurance products by SBM Bank India customers is purely voluntary and is not linked to the availment of any other product, service or facility from the bank.
