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Our Investment Philosophy

Our approach to wealth management is multi-dimensional

At RBL Bank, the Investment Services team offers a wide range of products and services to meet your various financial needs. Our approach to wealth management is multi-dimensional, with focus on risk management by offering best-in-class products within the asset allocation framework

Our Investment Philosophy

Knowledge sharing and responsiveness to Market Dynamics by identifying opportunities to offer suitable products / solutions remains “Our Commitment to You”



As an Insignia Preferred Banking customer, you get exclusive access to specialized Investment Planning Services

Our Investment Planning Services essentially begins with assessment of risk profile as a starting point and comprises sub-steps such as defining goals, designing an asset allocation plan, investing in appropriate products, and ends with portfolio monitoring process on an ongoing basis

The process flow is highlighted below

Our Investment Philosophy Our Investment Philosophy Our Investment Philosophy Our Investment Philosophy Our Investment Philosophy




Wealth Management Building Blocks

Wealth Management Solution that considers

Asset Class 'Characteristics', your 'lifestyle' based needs and Investment 'risk'

Wealth Management Building Blocks
Wealth Management Building Blocks
Wealth Management Building Blocks


Suitability and Risk Reward are key facets in designing an Investment Plan for you

Our Investment Product Universe

We believe a proper asset allocation plan backed by a well-defined investment strategy is critical for realizing one’s financial goals

To achieve the same, we offer a wide variety of products across various asset classes. Our structured investment solutions comprises well researched and innovative products that offer wealth creation / preservation solutions

Investment products are offered across 3 key asset classes: Equity, Debt and Alternate Assets

Equity
Equity
  • Equity oriented MFs
  • Equity Advisory
  • Portfolio Management Services
  • *All Third party products Offered on a distribution/referral basis only.

Debt
Debt
  • Tax Free/Saving Bonds
  • Debentures-Private and Public
  • Debt and Hybrid MFs
Alternate
Alternate
  • Structured Products
  • Private Equity
  • REITs

Mutual Fund Selection Process-Focused Funds

We arrive at the RBL list of focused Mutual Funds, from a universe of funds by evaluating mutual funds on various technical parameters like fund management process, risk parameters etc, besides the market outlook thereby creating the RBL Bank ‘White List' of funds.

Mutual Fund Selection Process-Focused Funds Mutual Fund Selection Process-Focused Funds
  • Sharpe Ratio
  • Investment Style Consistency
  • Rolling Returns
  • Fund Size
  • Vintage of Fund
  • Market Outlook
  • Fund Managment Process

Investment Convenience


Mutual Fund

Mutual Fund Investments Anytime, Anywhere

Manage your Mutual Fund investments in an easier and simpler way with RBL Bank’s online transaction platform. Your RBL Bank Internet Banking Account is now enabled with the add-on facility to manage your banking transactions and mutual fund investments at one place

Enjoy the below features and benefits of this facility

Transact Online

Transact Online

Purchase , Switch and Redeem Mutual Funds Online

Easy to Access

Easy to Access

Anytime, Anywhere access to make

Quick Processing

Quick Processing

Paperless Transactions

Secure Experience

Secure Experience

Reliable medium for Transactions related to your Investment




Insurance

Protect yourself and your loved ones-Be safe and secure with our various insurance plans covering your life, your health and your assets

In addition to wealth creation and growth, an integral part of wealth management is risk mitigation



Through our partners, HDFC Life Insurance, Max Bupa Health Insurance and Bajaj Allianz General Insurance, we have a variety of solutions designed for

  • Long term wealth creation
  • To ensure seamless business continuity
  • Estate / legacy planning-passing assets to next generation
  • Retirement planning
  • Comprehensive health coverage
  • Motor and travel risk mitigation
  • Fire and Theft Insurance

*For more details Refer Terms and Conditions