Wealth Management
Every stage of your financial journey holds significance. We strive diligently to enhance your investment portfolio, reassess your risk appetite, and address your liquidity requirements as you progress. Our dedicated team is committed to ensuring that each chapter of your financial story is optimized for success.
Accomplish all the Wealth Management essentials:
- Establish an appropriate risk profile.
- Construct customized investment strategies.
- Implement each investment plan using best-in-class products.
- Monitor and review performance.
- Conduct proactive tax-efficiency measures, including tax-loss harvesting.
- Optimize the blend of active and passive investments.
- Deploy a tactical mix of growth and value.
Mutual Fund
To further our cause of supporting our esteemed clients in their pursuit of financial independence and wealth creation, SNGC Bank has entered into a tie-up agreement with VikasGenie Fintech Pvt. Ltd. The platform, so integrated, provides investors with easy access to Investment Planning, Transactions across 40+ Indian AMCs and a set of predesigned Statements and Reports to track your investment performance.
As an added features, the platform is equipped with in-depth Mutual Fund Research on various schemes on offer, Research and Query tools, various investor-centric goals, and various calculators.
Mutual Fund distribution services are available across all our branches to all our existing as well as walk-in customers. The Bank has adequate number of AMFI certified staff members to provide efficient service to its customers.
Who can choose Mutual funds?
- You are saving regularly, but falling short to match your financial needs…
- You are saving regularly, but falling short to match your financial needs…
- You don’t mind investing in stocks to gain high returns, but you are apprehensive of the stock market’s ups & downs and financial risk…
- Tax saving is your top priority, but you can’t keep your funds locked-in for long periods…
If any of the statements listed above stands true for you, a Fund investment is the best solution to meet your challenge and provide you with the best returns opportunity.
As an investment, we offer complete control over your investment and the freedom to invest as per your cash inflow and for time duration of your choice. Investments in mutual funds offer you to choose across asset classes such as equity, debt, gold or combinations thereof.
We have made it easy for you, as an SNGC Bank customer, to invest in top performing mutual funds across different category of funds, such as tax saving funds, funds for long term wealth creation, and balanced funds for new-to-MFs customers who are not willing to take risk by investing in pure equity funds, liquid & debt funds for short-term requirements.