Wealth creation is something humans learn from a young age. Before taking up a career or following your passion, maximum people are confident about making enormous money. It takes a lot of smart work and precious possessions like time for multiplication. Maintaining important income objectives helps accomplish a degree of satisfaction with your capital.
A Wealth Account opening allows you to access a wide range of privileges and specialised wealth solutions to meet your financial goals and aspirations. You get guidance from experienced wealth managers having exclusive market insights. Besides, the competitive rates on remittances and global travel assistance is a boon, especially for Indians having relatives residing abroad. Here are the other perks:
Family privileges
Get exclusive access to lifestyle privileges. Take care of your family with global education and medical concierge. Travel with complimentary airport privileges like pick-up and drop-off, lounge access, meet-greets, and international travel assistance. Benefit from property management services, legal services, tax and trust planning, golf green fees waivers, and more.
Wealth solutions and market insights
Be among the first customers to get the latest market insights and highlights from Indian and International markets with group research. You can invest in sophisticated wealth solutions like Bonds, PMS, AIF, structured products, etc. Invest in online Mutual Funds from the comfort of your home using the Wealth Management Account.
Digital banking experience
Manage your portfolio anytime, anywhere with your digital banking partner. Experience the power to manage your life however you desire. Get access to secure login, super-fast remittances, smooth navigation, and swift payments.
Experienced specialists
Get support from a dedicated Relationship Manager for all your banking and Wealth Account opening needs. As your trusted wealth partner, your Relationship Manager co-ordinates with a team of experienced specialists to provide you solutions in line with your financial objectives.
Premium Banking benefits
Enjoy Premium Banking solutions like remote account opening worldwide, preferential rates on remittances, free unlimited ATM withdrawals, exclusive offers on Infinite Debit Cards, and much more.
Other conditions
It is mandatory to follow the Premium Banking proposition of maintaining a minimum relationship value of up to Rs. 30 lakh over six months of Wealth Account opening. The TRV is across all accounts in a family and calculated by aggregating average quarterly Savings Account balances and end-of-period Term Deposits, Insurance, investments, and Mortgage Loan outstanding. 40% of the net balance of the Home Loan or Loan Against Property will be considered for TRV computation.
Conclusion
Wealth Management services are appropriate for wealthy individuals with broad needs. The advisors are high-level professionals and experts who work individually as a single person or as part of a small-scale business. A client receives services from a single designated wealth manager or has access to a team of specified wealth members.
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