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.

• 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.