Wealth Management

Our remarkably skilled industry experts work actively in line with you to chart out your future growth plan. Fulfil all your financial goals with our diverse investment options especially tailored according to your risk appetite and preferences. Choose from a wide range of Mutual Funds, Portfolio Investment schemes, alternate investment funds, or more. Our investment solutions have it handy for you, all under one roof.

At SBM Bank India, we understand the significance of safeguarding the interests of your family comes first. Hence, we have brought to you an exclusive range of insurance solutions from the industry’s most trusted insurance partners. Experience comprehensive benefits of our General and Life Insurance offerings. Whether it is your family that you want to protect, your assets, or both, we provide insurance solutions that cater to all your needs.

Our dedicated team of business analysts, analyse and leverage the market trends through meticulous, unbiased research and insights. Our flexible investment instruments empower you to monitor and rebalance your portfolio time and again. Our customer-centric approach focuses on offering multiple investment options aligned with your financial goals and risk appetite to help you select the right products at the right time.

Meet SBM weekly- our weekly newsletter that brings to you all the latest market trends and investment- related releases of the week. We value your time, which is why our team of expert analysts and data partners provides you with key insights on the latest issues and market changes. Stay ahead, with the help of our finely curated data and information precision, from time to time!