SBI Wealth 3.2.17.31

SBI Wealth offers an impressive suite of digital tools designed to enhance the investment experience for clients. The features include:

• A comprehensive gateway for investing in a wide range of mutual funds and other investments.
• A 360° view of mutual funds and investment portfolios, providing clarity and oversight of financial assets.
• The ability to create new folios, initiate systematic investment plans (SIPs), purchase, redeem, switch investments, and more.
• Detailed reports on holdings, transactions, gains, and losses to aid in informed decision-making.

Value Proposition

Personalized Banking and Benefits

• Access to a dedicated and experienced Relationship Manager (RM) available through SBI Wealth Hubs and e-Wealth Centres.
• Waiver on numerous service requests to enhance client satisfaction.
• Discounts on locker rentals, offering additional financial advantages.
• No limitations on free transactions at other bank ATMs, promoting convenience in accessing funds.
• Doorstep banking services where Customer Relationship Executives facilitate the pickup and delivery of documents, minimizing inconvenience.

Investment & Other Products

• An unbiased open investment platform catering to diverse client needs.
• A highly skilled research team and investment counsellors to guide clients through their investment journeys.
• Access to best-in-class investment products across various asset classes, ensuring a well-rounded portfolio.
• Direct equity and fixed income services available through strategic partnerships.
• Protection solutions encompassing both life and general insurance options.
• The “SBI Wealth Investment Outlook” – a monthly research report tailored for clients to keep them informed about market trends.

Digital Convenience

• A forward-thinking internet banking client portal designed for ease of use.
• A mobile application that facilitates transactions and allows for portfolio review and tracking from any location.
• The remote Relationship Management Centre (e-Wealth Centre) supports:
• • Extended banking hours from 8:00 am to 10:00 pm.
  • Voice and video calling capabilities with e-Relationship Managers (RMs).
  • Services for wealth clients transitioning from non-SBI Wealth Hub Centres known as “Satellite Wealth Hub Centres” via e-Wealth Centres.

Lifestyle Benefits

• A complimentary Visa Signature Debit Card offering discounts in a variety of categories.
• A Visa Signature Credit Card that provides access to Priority Pass membership, concierge services, and several other perks.
• The SBI Rewardz Loyalty Program which enables clients to earn five times the reward points on eligible transactions.
• Convenient redemption of reward points across a broad spectrum of products and services, both online and in-store.