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Introduction to Indian Bank Wealth Management Services

Indian bank has launched wealth management services in the year 2009,in the city of Chennai and the services are available on a centralised basis to all customers through branches. Wealth management services form part of Treasury operations and personnel involved have expertise in investments, benefitting from the experience and expertise of Bank’s integrated Treasury operations.

KEY FEATURES:
·         Offers independent, unbiased investment advisory service.
·         Qualified and experienced Advisory desk to recommend the products that are best suited for you.
·         Product performance based and not commission driven recommendations.
·         Investor counseling where not to invest your hard earned money.
·         Customer oriented approach. Both holistic financial planning and Goal based financial planning undertaken..
·         Dedicated Wealth Manager to cater to your needs.
·         Market information bulletins in the form of Daily News letters and SMS alerts..

WE WILL HELP YOU:
·         Analyze and evaluate your cash flows and financial status.
·         Define your goals.
·         Determine your risk tolerance level.
·         Ascertain your Tax situation.
·         Determine your Insurance needs.
·         Finalise appropriate asset allocation for you.
·        Prepare a financial plan best suited for your goals, Implement and review the same periodically .

PRODUCTS AND SOLUTIONS

Deposits Products
You can choose from our Bank's wide range of Fixed Deposits, with attractive interest rates. Our Power and Platinum SB accounts offer great value to HNIs.

Mutual Funds
Our team would advise you on the intricacies of Mutual Fund market. Whether Equity funds where you look for investment growth or debt funds where you aim at capital preservation, we can suggest you to the right funds and right mix

Life Insurance
Stop worrying about choosing the right plan to secure your family's future. We can assist you here by selecting those schemes that are most suitable for your profile and goals.

General Insurance
We can also suggest non-life insurance solutions to your everyday concerns on Health, Home, property & Motor insurance.

Retirement Solutions
"Proper planning prevents poor performance". We at Indian Bank, endeavor to provide you with various options to enjoy your retirement life the way you want to be.

Demat Account & Online Stock Trading Platforms
You can now open Demat account with our Bank, to keep your securities in dematerialized form.Through our Subsidiary Ind Bank Merchant Banking Services, we bring you a state of art online trading platform, at competitive terms. With interconnectivity between your Demat and Bank account with Indian bank, a convenient 3 in 1 structure is now available for seamless online trading in BSE and NSE stocks.

Credit Card
Enjoy the power of our Global Visa Card, to meet all your requirements, around the world. Free personal accident cover available for both cardholder and one add-on cardholder

Debit Card
Our Mastreo Debit Card is valid internationally and accepted at all Master card merchant establishments worldwide

Mobile Banking
Banking at your convenience! Make payments and funds transfers through your Mobile phone by registering your hand phone number with us.

Internet Banking
We offer you full suite of Internet banking facilities, from the convenience of your home or office, anytime, anywhere. Do countrywide funds transfers to any Bank any Branch, using NEFT facility. Log on to our website: https://www.indianbank.net.in for further details

Financial Planning Investment Planning Insurance Planning Retirement Planning
© Indian Bank, 2013