Other Products - Wealth Management

Other Products

• Life Insurance

  Life is full of uncertainties. Some uncertainties are common and occur frequently without much financial impact on your life, but some uncertainties are very rare and can significantly harm your financial capabilities or status. Insurance is used to counter the impact of such uncertainties on your family’s financial status.
  At SBI Wealth, we offer various approved Insurance Products of SBI Life Insurance for our Clients’ financial protection.

• General Insurance

  In case of the unfortunate events which can harm your financial capacity, for example: hospitalization, major treatment/surgery, accident, theft, etc., Insurance provides you an umbrella, under which you can hope to minimize the effect of such events, at least on your financial status and capabilities.
  To safeguard the financial stability of our Clients, we offer approved General Insurance Products through our tie-up with SBI General Insurance.

• Estate Planning

  With consequent accumulation of assets, the need for Succession Planning is of paramount importance now. We facilitate online Will Services to our Clients through SBICAP Trustee Co. Ltd. Platform.

• Credit Card

  SBI Card Elite is offered to Wealth Clients with an Annual Fee waiver for the first year, which brings you a Priority Pass membership, exclusive benefits across various Luxury Hotels worldwide, Concierge Services and much more.
  Card issuance is subject to eligibility criteria and issued by SBI Cards & Payment Services Pvt. Ltd. To know more about the benefits and eligibility, please visit www.sbicard.com.