Investment Avenues - Wealth Management
Alternative Investment Funds
We have a tie up with reputed Portfolio managers who offer Alternative Investment Funds (AIF) for our customers
Fixed Income Investment Options (Bonds)
Through our preferred partners, we bring investment opportunities in various fixed income securities for the customers who are looking for stable returns with regular income flow.
DEMAT Account
The customers who understand direct investment in equities and have appetite for the risk associated with it can enjoy preferred broking services through SBI Wealth’s tie-up with SBI Cap Securities Limited.
Estate Planning
The importance for succession planning keeps growing with consequent accumulation of assets. We facilitate Will Services to our clients through SBICAP Trustee Co. Ltd. Platform & Terentia Consultants Pvt. Ltd.
Life Insurance
Life insurance deals with the most important and irreplaceable asset of your family - You. It provides a financial safety net for your loved ones in times of uncertainity
At SBI Wealth, we offer various approved insurance products of SBI Life Insurance for our clients and their families
General Insurance
General Insurance provides you an umbrella under which you can hope to minimize the financial effect of unfortunate events like hospitalization, major treatment, surgery, accident, theft, etc.
To safeguard the financial stability of our Clients, we offer approved General Insurance Products of SBI General Insurance
Investment Services Account
Investment Services Account (ISA) is offered to Wealth clients to enable a seamless platform for investments in various Mutual Funds and other Financial Instruments. The ISA enables Wealth clients to have access to various reports like asset allocation report, portfolio performance report and realised & unrealised gain/loss reports for the existing investments.
The integration with internet banking (INB) and Mobile application provides ISA holders a hassle free and safe execution interface for doing investment transactions.
Our Mutual Fund Research Framework-
Step 1- AMC Evaluation
Filtering mutual fund houses on the basis of qualitative and quantitative parameters
Step 2- Scheme Performance
Evaluating the performance of mutual fund schemes of the filtered AMCs
Step 3- Approved List
Arriving approved universe of mutual funds schemes with risk rating assigned
Step 4- Periodic Review
Periodic review of performance of approved schemes and their respective risk ratings
Portfolio Management Services
We have a tie up with reputed Portfolio managers who offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) for our customers
Specialised Investment Fund
We are offering our clients the Specialised Investment Fund (SIF), a premium investment product designed to deliver enhanced diversification and strong, risk-adjusted returns. Backed by institutional-quality research, robust governance, and flexible portfolio construction, this product provides access to high-quality opportunities across Indian and global markets - tailored for sophisticated investors seeking long-term value creation.
