Individual Clients - Wealth Management
Individual Clients
Individual Clients
Existing to Bank (ETB) Client
|
New to Bank (NTB) Client
|
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Minimum TRV* of INR 50.00 Lacs. | Initial Deposit/Investment of INR 30.00 lakhs (to be increased to minimum INR 50 Lacs within one year from the date of onboarding). |
Net monthly salary credit of INR 2 lakhs & above credited to SBI Account. | Opening a salary account with SBI with net monthly salary credit of INR 2 lakhs and above. |
SBI Home Loan of INR 2.00 Crore & above. | Newly sourced Home Loan of INR 2.00 Cr. |
SBI Auto Loans of INR 30 Lacs & above. | Newly sourced Auto Loan of INR 30 Lacs. |
SBI Education Loan of INR 30 Lacs & above. | Newly sourced Education Loan of INR 30 Lacs. |
*Definition of TOTAL RELATIONSHIP VALUE
Total Relationship Value (TRV) shall include:
- CASA
- TD/ STD
- Mutual Funds acquired through SBI acting as distributor.
- PMS/AIF acquired through SBI acting as distributor.
- Bonds purchased via SBI,
- Demat balance held with SBI Securities Ltd.
- SBI Life Total Premium Paid (for policies sourced through SBI Wealth/Premier)
Last Updated On : Thursday, 05-09-2024

Interest Rates
2.70% p.a.
less than Rs.10 Cr. w.e.f 15.10.22
3.00% p.a.
Rs.10 Cr. and above w.e.f 15.10.22
2.70% p.a.
Balance below Rs. 10 crs
3.00% p.a.
Balance Rs. 10 crores and above
6.50% p.a.
for loan amount up to Rs. 2 lacs
8.65% p.a.
for loan amount > Rs. 2 lacs up to Rs. 6 lacs
SBI Wealth Eligibility
Limited Time Offers - Unlimited Joy

Criteria
- Features
- Eligibility
- Terms and Conditions

Interest Rates
2.70% p.a.
less than Rs.10 Cr. w.e.f 15.10.22
3.00% p.a.
Rs.10 Cr. and above w.e.f 15.10.22
2.70% p.a.
Balance below Rs. 10 crs
3.00% p.a.
Balance Rs. 10 crores and above
6.50% p.a.
for loan amount up to Rs. 2 lacs
8.65% p.a.
for loan amount > Rs. 2 lacs up to Rs. 6 lacs