Web Portal & Mobile App - Wealth Management

Web Portal & Mobile App

A new-age avenue of managing your finances on-the-go through future-ready Internet & Mobile App that enable Trade transactions, Trending Updates, Market Information, Review of Investments, Portfolio Tracking, etc. – all at your fingertip

Manage your Complete Portfolio from our Web Portal/Mobile App with access to do the following:

• View and select Products/Funds from our SBI Wealth approved list.
• Browse/Evaluate available funds for Purchase/Sale.
• Get access to the details of Portfolio.
• View your Portfolio, Performance, Current Asset Allocation and compare it with the Model Portfolio.
• Get various reports viz. Holdings, Transactions, Indicative Gain/Loss, Corporate Actions, etc.