-
Login
-
Contact
-
Search
Our Philosophy
Our approach to wealth management is multi-dimensional
At RBL Bank, the Investment Services unit offers a wide range of products and services to meet various financial needs of our customers. Our approach to wealth management is multi-dimensional, with focus on risk management by offering best in class products within an asset allocation framework.
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 privilege 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, creating 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 Building Blocks
Wealth Management Solution that considers
Asset Class 'Characteristics', your 'lifestyle' based needs and Investment 'risk'
Suitability and Risk Reward are key facts for designing an Investment Plan for you
Our 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 this effect we offer a wide variety of products across various asset classes and endeavor to provide you a smooth and effortless investment experience. Our structured investment solutions comprise of well researched products with solid track record besides innovative products that offer wealth creation / preservation avenues.
Investment products are offered across 3 basic asset classes: Equity, Debt and Alternate Assets
Equity
- Equity oriented MFs
- Equity Advisory*
- Portfolio Mnagement Service*
Debt
- Tax Free/Saving Bonds
- Debentures-Private and Public
- Debt & Hybrid MF's
Alternate
- Structured Products
- Private Equity
- REITs
Mutual Fund Selection Process-Focused Funds
To arrive at the list of focused Mutual Funds, we evaluate funds on many technical parameters besides the market outlook and the fund management process thereby creating the RBL ‘White List’.
- Sharpe Ratio
- Investment Style Consistency
- Rolling Returns
- Fund Size
- Vintage of Fund
- Market Outlook
- Fund Managment Process
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 - a black swan event in the life of an individual or company.
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
Convenience
Mutual Fund Investments now at your fingertips – RBL Bank’s Online Transaction Platform
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: Purchase, Switch and Redeem Investments
- Easy to Access: Anytime, Anywhere
- Quick Processing: Paperless Transactions
- Secure Experience: Reliable medium for Transactions
Consolidated Statement
Track your balances and mutual fund investments through informative consolidated statements.
