Eligibility - Wealth Management
On the basis of Loans
SBI Home Loan of INR 2.00 Crore & above
Final year students studying at approved 25 premier educational institutes and have availed education loan from us are eligible for onboarding to Wealth platform.
On the basis of SBI Salary Account
Customers having SBI Royale, Rhodium & Platinum Salary Package Variants
On the basis of TRV
Existing to Bank (ETB) Client
Minimum TRV* of INR 50.00 Lacs
New to Bank (NTB) Client
Initial Deposit/Investment of INR 15.00 lakhs (to be increased to minimum INR 50 Lacs within one year from the date of onboarding).
*Definition of TOTAL RELATIONSHIP VALUE
Total Relationship Value (TRV) shall include:
- CASA
- TD/ STD
- Mutual Funds acquired through SBI acting as distributor.
- PMS/AIF/SIF acquired through SBI acting as distributor.
- Bonds purchased via SBI,
- Demat balance held with SBI Securities Ltd.
- SBI Life Total Premium Paid (for policies sourced through SBI Wealth/Premier)
