Individual Clients

Wealth ManagementIndividual ClientsFamily Clients
Individual Clients
  • Individual Clients

Individual Clients

Existing to Bank (ETB) Client
New to Bank (NTB) Client
Minimum TRV* of INR 50.00 Lacs. Initial Deposit/Investment of INR 30.00 lakhs (to be increased to minimum INR 50 Lacs within one year from the date of onboarding).
Net monthly salary credit of INR 2 lakhs & above credited to SBI Account. Opening a salary account with SBI with net monthly salary credit of INR 2 lakhs and above.
SBI Home Loan of INR 2.00 Crore & above. Newly sourced Home Loan of INR 2.00 Cr.
SBI Auto Loans of INR 30 Lacs & above. Newly sourced Auto Loan of INR 30 Lacs.
SBI Education Loan of INR 30 Lacs & above. Newly sourced Education Loan of INR 30 Lacs.

*Definition of TOTAL RELATIONSHIP VALUE

Total Relationship Value (TRV) shall include:

  • CASA
  • TD/ STD
  • Mutual Funds acquired through SBI acting as distributor.
  • PMS/AIF 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)

Last Updated On : Thursday, 05-09-2024

Interest Rates

8.50%* p.a. onwards

w.e.f. 05.04.2024

*T&C Apply.

 

View All
SEE PRODUCTS APPLY NOW
Quick Links