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Wealth Management

SBM Private Wealth International

Conquer new frontiers of Wealth

The landscape of wealth is changing. Exploring novel and alternative avenues to growing wealth is no longer restricted by boundaries of any sorts. While the tried-and-tested boulevards continue to have loyal patrons, the new-and-disruptive ones are attracting increasing interests and investments.

Driven by the ambition of the Millenials and the astuteness of the Baby Boomers —the wealth mindset has been progressively shifting from local to global. With multiple opportunities presenting themselves from all quadrants, investors are keen to go beyond the conventional and explore more powerful realms of prosperity.

At SBM Private Wealth International, we understand the enormous opportunities that are available for those wanting to explore and expand. At the same time, we are committed to protect and maximize our esteemed customers’ wealth with the highest care.

We offer state-of-the-art wealth management solutions and services, together with the convenience of a proficient Relationship Manager. Our wealth experts and partners assist you to assess and participate in emerging valuable opportunities, and navigate any complexities to ensure that you proudly own a winning portfolio.

Our solutions

Wealth Creation

With bespoke solutions that are aligned to your preferences —right from Alternative Investment Funds, Structured products, Portfolio Investment Scheme (exclusively for NRIs) and lucrative Global Opportunities— we are committed to help you diversify, expand, and strengthen your portfolio.

Wealth Protection

We draw upon the powerful combination of expertise and distribution to deliver customised insurance solutions to you through our trusted partners. Our range of General and Life Insurance offerings offer valuable comprehensive benefits to help you secure your family’s tomorrow with ease.

Legacy Planning

Passing down wealth as a gift to your loved ones and building a lasting legacy are critical aspects of wealth planning. We work with dedicated estate planning specialists and asset managers to handle complex trusts and estates, and help protect, plan and build your legacy.

Global Insights

Information and insights are key to know how trends around the world can impact one’s wealth and life. Stay ahead in the know with your finger on the pulse of local and global movements, and expert ideas and insights, and stay powerfully global at all times.

Express your interest to know more about
SBM Private Wealth International

contacts
Corporate Office
06 - A, The Capital, G block, Bandra-Kurla
Complex, Bandra East, Mumbai 400051,
Maharashtra
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