Important Alert: Fraudulent emails impersonating Bank employees are in circulation. Do not click links or share information unless the email is from @sbmbank.co.in.
Skip to Main Content

SBM Private
Wealth Solutions

Seamless MF Investments through Netbanking / Mobile Banking

SBM Bank offers state of the art online platform for investment in mutual funds which can be used to build your wealth across asset classes. Platform is an on-prem solution offering coherent investment experience and empowers you with interactive analytics for a comprehensive view and performance of your portfolio.

Key Highlights:

  • A secure, intuitive mutual fund investing experience.
  • Omni Channel: Invest seamlessly via mobile app or Internet banking, with RM assisted journeys at branches.
  • Smart, Insight Driven: Powered by Morningstar ratings and data to compare fund performance and make informed choices.
  • Flexible Options: Invest via Lump Sum or SIPs across Equity, Debt, and New Fund Offers (NFOs)
  • Advanced Portfolio & Analytics: Real time portfolio views, transaction history, detailed analytics, and MIS dashboards for better decision making.
SBM Private Wealth Solutions

Our Approach to Wealth

We assist you in unlocking the full potential of your wealth with a bespoke approach to your financial journey.

Unbiased Insights

Make informed investment decisions with access to integrated Morningstar ratings, helping you compare and evaluate funds with ease.

Wide Investment Choice

Choose from a broad range of options, including Equity, Debt, New Fund Offers (NFOs), and SIPs/lump-sum, aligned to your financial goals and risk appetite.

Seamless Access

Invest in just a few clicks, all by yourself through Mobile/Internet Banking, or with support from your SBM Relationship Manager (via RM assisted journey).

Our Wealth Services

Our suite of Wealth Management services caters to your diverse needs, from exploring promising avenues to managing wealth to optimising its growth.

Holistic Advisory

Holistic Advisory

We ensure that your family’s financial journey remains flourishing by offering holistic advisory services for strategic planning, tax optimisation, and customised financial planning to foster intergeneration prosperity.

Legacy Planning & Management

Legacy Planning & Management

Imprint your family’s values and legacy on future generations through a meticulously drafted wealth plan that ensures your family’s future prosperity.

Family Wealth Education

Family Wealth Education

Impart your values and goals to future generations. We equip your family with the tools required to navigate the intricacies of wealth management, aligned with your legacy.

KNOW MORE

Our Investment Solutions

We offer a range of sophisticated investment options that align with your risk profile and investment goals. Our diverse investment solutions include multiple options that are tailored to suit your individual needs and aspirations and help achieve your goals.

Access to best-in-class money managers

Access to best-in-class money managers

Managing your money effectively is key to growing your wealth, and to your continued faith in us. Our money managers bring decades of experience, skill and tenacity. This coupled with multidimensional investing methodologies allow them to provide you the right support, and insight and strategies to suit your bespoke needs.

KNOW MORE
Access to curated fixed income basket

Access to curated fixed income basket

When you desire it, a curated fixed income basket is made available to you, so that you can easily accrue wealth without worrying about market volatility or fluctuations. Lower-risk asset classes such as cash and fixed interest assets, along with bonds, deposits etc are all carefully curated based on your risk appetite.

KNOW MORE
Participate in India’s startup story

Participate in India’s startup story

As India continues to provide a favourable ecosystem for the rise and growth of new small and large businesses, and as the predicted capital inflow touch unprecedented numbers, we are engaging with some of the leading visionaries across industries to further fuel this growth. Leverage this opportunity with us and embrace an exciting trajectory for your wealth.

KNOW MORE

Choose SBM Bank As Your Preferred Wealth Partner

We offer bespoke financial solutions tailored to your distinct goals and circumstances.

Expert Guidance

Expert Guidance

Benefit from the expertise and experience of seasoned wealth managers who provide insights aligned with your needs.

Holistic Approach

Holistic Approach

We address all aspects of your financial well-being, including tax optimisation, Estate Planning, and multigenerational wealth management.

Digital Innovation

Digital Innovation

Access to tech platforms that help you review your wealth and empowers you with interactive analytics, portfolio consolidation, and performance update.

FAQs

Wealth Planning is crucial as it helps you to effectively manage, grow, and preserve your financial resources. The expert guidance helps you to optimise your returns and make informed financial decisions. At SBM Bank India, we tailor strategies aligned with your goals, manage risks, enhance investments, and ensure a solid financial future for lasting prosperity.

When choosing a wealth planner consider the following factors to ensure a successful and fulfilling financial journey:

  • Prefer a wealth planner with a proven past performance, substantial experience, and enough resources to fulfil your needs.
  • Choose an entity that understands your requirements thoroughly. Identify your risk tolerance, financial goals, personal values, and your vision for the future.
  • Select a wealth planner who is dedicated to cultivating a lasting relationship with you while adapting your strategies as your life circumstances evolve.

Disclaimer:

The purchase of above-mentioned products by SBM Bank India customers is purely voluntary and is not linked to the ailment of any other product, service or facility from the bank.

NEVER SHARE your Card Number, CVV, PIN, OTP, Internet Banking User ID, Password, or URN with anyone, as it can lead to unauthorised access to your account. | DIAL 1930 FOR ONLINE FINANCIAL FRAUD. REPORT ANY CYBERCRIME AT WWW.CYBERCRIME.GOV.IN | Dear Customer, in line with RBI regulation, if there are any changes/updates in the KYC documents you previously submitted with the Bank, please provide the updated documents within 30 days of such changes | Scams and Precautionary Measures.

Let's Connect!

SUBMIT
SBM Private Logo

© SBM Bank All Rights Reserved.
Privacy Policy | Security | Terms & Conditions

DICGC-logo DICGC-QR-code
SBM Bank (India) Ltd is registered with DICGC for the deposit insurance scheme under the DICGC Act 1961. For more information you can visit  https://www.dicgc.org.in/  Or Scan the QR code