Wealth Solutions

Conquer new frontiers of Wealth

At SBM Private, we recognize that wealth management is the essence of every effective wealth management strategy.

We comprehend that your personal affairs evolve over time, which makes our first priority to gain a thorough understanding of your future needs. Concurrently with you, we enhance your wealth prerequisites.

Our team of proficient wealth planners have the provincial know-how and a worldwide community to enhance you with all your domestic as well as international wealth planning and management needs.

Our solutions

WEALTH CREATION

With bespoke solutions that are aligned to your preferences —right from Alternative Investment Funds, Structured Products, Portfolio Investment Scheme (exclusively for NRIs) and lucrative Opportunities— we are committed to helping you diversify, expand, and strengthen your portfolio.

WEALTH PROTECTION

Acquiring wealth isn't enough, you also need to preserve and protect it. Our team of experts help you win for the long haul by giving a smart spin to one of the oldest and most lucrative ways of protecting and growing your wealth with our Fixed and Recurring Deposits. We also aim to deliver customized insurance solutions to you, through our trusted partners with our range of General and Life Insurance offerings that offer valuable comprehensive benefits to help you secure your family’s tomorrow with ease.

LEGACY PLANNING

Passing down wealth as a gift to your loved ones and building a lasting legacy are critical aspects of wealth planning. We work with dedicated estate planning specialists and asset managers to handle complex trusts and estates, and help protect, plan and build your legacy.

GLOBAL INSIGHTS

Information and insights are key to know how trends around the world can impact one’s wealth and life. Stay ahead in the know with your finger on the pulse of local and global movements, and expert ideas and insights, and stay powerfully global at all times.

ESTATE PLANNING & TAXATION

We provide you with tax-efficient wealth structuring and protection solutions through our esteemed partners. We also assist you in meticulous estate planning by taking into account the possibilities of changes in estate and income tax laws of the country or any other contingencies that may arise in the future.

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