Our Offerings:

As a SBI Wealth Client, a world of benefits awaits you:

Personalized Banking and Lifestyle Benefits

  • A dedicated and experienced Relationship Manager (RM) assigned for all your Banking needs to provide a Personalized Banking Experience.
  • Door-Step Banking – Customer Relationship Executives available for pickup & delivery of documents to save the hassles of travel/visits.
  • Signature Debit and Credit Cards offering Life Style Benefits and Accelerated Reward Points.

Investment and Other Products

  • Best in Class Investment Products across various Asset Classes delivered through an Unbiased and an Open Investment Platform by our experienced Research Team and Investment Counsellors.
  • A wide scope of cutting-edge products designed to maximize your Wealth Creation opportunities along with Direct Equity and Fixed Income Services through our partners.
  • Protection Solutions in the form of Life & General Insurance that not only safeguard your future, but also help you plan for unforeseen circumstances.
  • Facilitation of Online Will Services to our Clients through Platform offered by SBI Cap Trustee Co. Ltd.

Digital Convenience on the Move

  • A first of its kind ‘e-Wealth Centre’ with extended Banking hours which enables Banking & Investment transactions via Voice and Video Call with your Relationship Manager.
  • A new-age avenue of managing your finances on-the-go through future-ready Internet Portal & Mobile App which enable Transactions, Portfolio Review & Tracking at your fingertips.