Private bankers have to be able to show their clients that they are adding value through superior knowledge and a better identification of needs and consequences.

Private Banking does not just end at Portfolio Advisory, but it consists of a whole gambit of services required to free the client of operational hassles. As a one-stop shop for your financial needs, our Private Banking Team works closely together to ensure smooth functioning for you ,at every step.

Advisory Services

Our Advisory Desk consists of an experienced research team headed by our Head - Advisory Desk. Detailed Research combined with in-depth technical analysis is used for deciding the investment universe, which comprises of Commodities, Derivatives, Direct Equity, Mutual Funds, Bonds, IPO/NFOs, etc.

The process of putting together a portfolio recommendation for the client goes through a 4-stage process of Screening, Fundamental Research, Model Portfolio Construction and Implementation.

Our Advisory Head is also available to meet the clients to discuss their portfolios and investment needs from time to time.

Non-Discretionary Portfolio Management

Here, our investment research team constructs your portfolio after doing a thorough risk-reward analysis of the financial products in the market. This is finally brought to you by your very own 'private banker' who is your one-point contact with the bank for all your financial requirements. You have easy access to your relationship manager whenever needed, wherever you are.

Operational and Regulatory Services

Right from ensuring your PAN availability, procuring legal permissions to enable you to trade in the market to payment of your bills, we take care of your entire financial and regulatory requirements. Our team also assists your accountants to enable simpler and timely return filing.

Transaction Services

Our internal customer support team and the capital market operations team ensure smooth process flow for all your investments and banking transactions. We bring you,your portfolio data regularly on a monthly basis or at the frequency desired by you.

Trust & Estate Planning

This offering is in line with our philosophy of Wealth Generation, Wealth Preservation and Wealth Transmission.

Private Investment Banking

Offers business families, in the SME and mid-corporate segment, advice on their business and solutions to their fund raising and business restructuring requirements.