SBI Wealth

SBI Wealth brings to you an exclusive Digital Enabler featuring:
* Gateway to invest in a host of Mutual Funds and Investments
* 360° view of MF and Investment Portfolio
* Open New Folio, SIP, Purchase, Redeem, Switch and more
* Get Report on Holdings, Transactions, Gain & Loss
Value Proposition
Personalized Banking and Benefits
* A dedicated and experienced Relationship Manager (RM) through
SBI Wealth Hubs and e-Wealth Centre
* Waiver on a host of Service Requests
* Discount on Locker Rentals
* Unlimited free transactions through other Bank ATMs
* Door-Step Banking – Customer Relationship Executives available for pickup & delivery of documents to save the hassles of travel/visits
Investment & Other Products
* Unbiased Open Investment Platform
* Experienced Research Team and Investment Counsellors
* Best in Class Investment Products across various Asset Classes
* Direct Equity and Fixed Income Services through our partners
* Protection Solutions in the form of Life & General Insurance
* “SBI Wealth Investment Outlook” – Monthly Research report for our Clients
Digital Convenience
* Future-ready Internet Banking Client Portal
* Mobile App which enable Transactions, Portfolio Review & Tracking at your fingertips
* Remote Relationship Management Centre i.e. e-Wealth Centre, providing:
> Extended Banking Hours 8:00 am to 10:00 pm
> Voice and Video Calling with e-RM
> Services to Wealth Clients onboarded from non-SBI Wealth Hub Centres called “Satellite Wealth Hub Centres” through e-Wealth Centres
Lifestyle Benefits
* Complimentary Visa Signature Debit Card that offers discounts across various categories
* Visa Signature Credit Card that brings access to Priority Pass membership, Concierge Services and much more
* SBI Rewardz Loyalty Program with 5x Reward Points
* Reward Points redemption across a large array of Products and Services including Online & In-store shopping