Investment Products - Wealth Management

Investment Products

• Mutual Funds

  These are one of the most widely accepted means for investments that caters to other distinctive objectives too such as tax-saving, retirement planning and children’s education. We, at SBI Wealth, bring to your access the top-of-the-pyramid mutual fund schemes of more than 20 AMCs which are periodically reviewed and monitored by a team of specialists

  • Our Mutual Fund Research Framework-

• Portfolio Management Services/Alternative Investment Funds

  We have a tie up with reputed Portfolio managers who offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) for our customers.

• 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.

• 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.