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SBM Private Wealth Solutions

In today’s world, financial horizons are boundless and so are wealth aspirations and goals. We extend distinguished services as your premier private banking partner in securing, growing, and transcending your wealth objectives. Our Wealth solutions are tailored to meet your unique needs and crafted to preserve and grow your wealth while ensuring financial security for generations to come. No matter what your requirements are, dedicated experts are committed to providing bespoke solutions to manage your wealth effortlessly and elevate your financial trajectory.

Our Approach to Wealth

We assist you in unlocking the full potential of your wealth with a bespoke approach to your financial journey.

Discovery

Our focus remains on comprehending where you are today, where you want to go, and how you envision your future.

Customised Planning

We work to outline your Wealth Planning necessities and devise a winning strategy to fulfil them.

Implementation

With a well-defined strategy in place, a team of specialists guide you through the execution of your personalised wealth plan.

Continuous Monitoring

We regularly monitor your progress and adjust to ensure it remains aligned with your objectives.

Our Wealth Services

Our suite of Wealth Management services caters to your diverse needs, from exploring promising avenues to managing wealth to optimising its growth.

Family Office

We offer services tailored to your family’s unique needs to provide an integrated and multigenerational approach to wealth management. Family Office is your private wealth management advisory entity to safeguard your family’s financial legacy while nurturing its continuous expansion. A team of specialists become an extension of your family to provide strategic advisory services, succession planning, philanthropy opportunities, and coordination of financial affairs across generations.

Holistic Advisory

We ensure that your family’s financial journey remains flourishing by offering holistic advisory services for strategic planning, tax optimisation, and customised financial planning to foster intergeneration prosperity.

Legacy Planning & Management

Imprint your family’s values and legacy on future generations through a meticulously drafted wealth plan that ensures your family’s future prosperity.

Family Wealth Education

Impart your values and goals to future generations. We equip your family with the tools required to navigate the intricacies of wealth management, aligned with your legacy.

SBM Plutus

SBM Plutus is your personal wealth management portal designed to help you effortlessly manage your wealth that’s spread across assets, families and advisors. It offers a unified view of your family’s wealth or assets, empowering you to make prudent and timely decisions.

Intuitive platform

Within the intuitive platform, you can easily identify investment opportunities or gaps for discussion with your SBM Private Relationship Director.

Empowering Transparency

SBM Plutus helps you review the performance of your advisors across assets to make informed decisions and optimise your portfolio.

Strategic Risk Controls

It covers every aspect of your Wealth Planning and management while ensuring robust risk management through an Investment Policy Statement.

Investment Management

Get guidance from a seasoned SBM Private Relationship Director and avail of important investment insights.

Interactive Insights

Unveil the power of data-driven decision making with the interactive analytics. Engage with advanced graphs and real-time analysis to fine-tune your investment strategy.

Our Investment Solutions

We offer a range of sophisticated investment options that align with your risk profile and investment goals. Our diverse investment solution includes multiple options that suit your individual needs and aspirations.

Access to best-in-class money managers

Managing your money effectively is key to growing your wealth, and to your continued faith in us. Our money managers bring decades of experience, skill and tenacity. This coupled with multidimensional investing methodologies allow them to provide you the right support, and insight and strategies to suit your bespoke needs.

Access to curated fixed income basket

When you desire it, a curated fixed income basket is made available to you, so that you can easily accrue wealth without worrying about market volatility or fluctuations. Lower-risk asset classes such as cash and fixed interest assets, along with bonds, deposits etc are all carefully curated based on your risk appetite.

Participate in India’s startup story

As India continues to provide a favourable ecosystem for the rise and growth of startups, and as the number of emerging unicorns and predicted capital inflow touch unprecedented numbers, we are engaging with some of the leading startups and visionaries across industries to further fuel this growth. Leverage this opportunity with us and embrace an exciting trajectory for your wealth.

Choose SBM Bank As Your Preferred Wealth Partner

We offer bespoke financial solutions tailored to your distinct goals and circumstances.

Expert Guidance

Benefit from the expertise and experience of seasoned wealth advisors who provide insights and recommendations aligned with your needs.

Holistic Approach

We address all aspects of your financial well-being, including tax optimisation, Estate Planning, and multigenerational wealth management.

Digital Innovation

Access to digital platforms enabling enhanced wealth management from the get-go. View, manage and prepare strategies that are designed to adapt to evolving market conditions in a unified view.

Addressing Philanthropic Aspirations

With a focus on realising your long-term philanthropic goals, we collaborate closely to align your values with philanthropic initiatives.

FAQs

1. Why do I need Wealth Planning?

Wealth Planning is crucial as it helps you to effectively manage, grow, and preserve your financial resources. The expert guidance helps you to optimise your returns and make informed financial decisions. At SBM Bank India, we tailor strategies aligned with your goals, manage risks, enhance investments, and ensure a solid financial future for lasting prosperity.

2. What is the advantage of having a family office?

A Family Office offers a multigenerational approach to wealth management, providing strategic advisory services and succession planning to protect your family’s financial legacy. We provide personalised attention, and strategic guidance to simplify complex financial matters for affluent families.

3. How do I choose a wealth planner?

When choosing a wealth planner consider the following factors to ensure a successful and fulfilling financial journey:

Prefer a wealth planner with a proven past performance, substantial experience, and enough resources to fulfil your needs.
Choose an entity that understands your requirements thoroughly. Identify your risk tolerance, financial goals, personal values, and your vision for the future.
Select a wealth planner who is dedicated to cultivating a lasting relationship with you while adapting your strategies as your life circumstances evolve.