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
Knowledge sharing and responsiveness to Market Dynamics by identifying opportunities to offer suitable products / solutions remains “Our Commitment to You”
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
Wealth Management Solution that considers
Asset Class 'Characteristics', your 'lifestyle' based needs and Investment 'risk'
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
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.
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
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
*For more details Refer Terms and Conditions