Our Investment Philosophy
At RBL Bank, the Investment Services team offers a wide range of products and services to meet your various financial needs. Our approach towards it is multi-dimensional, with focus on risk management by offering best-in-class products within the asset allocation framework.
Knowledge sharing and responsiveness to Market Dynamics by identifying opportunities to offer suitable products / solutions remains “Our Commitment to You”.
As an Insignia Preferred Banking customer, you get exclusive access to specialized Investment Planning Services.
Our Investment Planning Services essentially begins with assessment of risk profile as a starting point and comprises sub-steps such as defining goals, designing an asset allocation plan, investing in appropriate products, and ends with portfolio monitoring process on an ongoing basis.
The process flow is highlighted below:
Portfolio Building Blocks:
Investment solutions that consider
Asset allocation, Profile based on needs and Risk
Suitability and Risk Reward are key facets in designing an Investment Plan for you.
Our Investment Product Universe
We believe a proper asset allocation plan backed by a well-defined investment strategy is critical for realizing one’s financial goals.
To achieve the same, we offer a wide variety of products across various asset classes.
Investment products are offered across 3 key asset classes: Equity, Debt and Alternate Assets.
Equity
- Equity oriented MFs
- Stocks
- Portfolio Management Services
*All Third party products Offered on a distribution/referral basis only.
Debt
- Tax Free/Saving Bonds
- Debentures-Private and Public
- Debt and Hybrid MFs
Alternate
- Structured Products
- Private Equity
- REITs
Mutual Fund Selection Process-Focused Funds
We arrive at the RBL list of focused Mutual Funds, from a universe of funds by evaluating mutual funds on various technical parameters like fund management process, risk parameters etc, besides the market outlook thereby creating the RBL Bank ‘White List' of funds.
Investment Convenience
Mutual Fund Investments Anytime, Anywhere
Manage your Mutual Fund investments in an easier and simpler way with RBL Bank’s online transaction platform. Your RBL Bank Internet Banking Account is now enabled with the add-on facility to manage your banking transactions and mutual fund investments at one place
Enjoy the below features and benefits of this facility
Scheme Analysis
Browse schemes, analyse performance, check factsheet and invest as per your Risk Profile
Portfolio Analysis
Selection of preferable schemes, review and execution of the final order in a single transaction
CAS Upload
Upload consolidated Account Statement (CAS) of investments made through RBL Bank and other distributors
Insurance
Protect yourself and your loved ones-Be safe and secure with our various insurance plans covering your life, your health and your assets.
In addition to Portfolio growth, an integral part of Investments is risk mitigation.
Through our partners, HDFC Life Insurance and Bajaj Allianz General Insurance, we have a variety of solutions designed for
- Long term portfolio growth
- To ensure seamless business continuity
- Estate / legacy planning-passing assets to next generation
- Retirement planning
- Comprehensive health coverage
- Motor and travel risk mitigation
- Fire and Theft Insurance
*For more details Refer Terms and Conditions
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