Wealth Management


Wealth Management Wealth management is more than just investment advice, as it encompass all parts of a person’s financial life. The idea is to provide holistic solution rather than just offering one Product. In this a single manager coordinates all the services needed to manage client’s money and plan for family's current and future needs. The wealth manager starts by developing a plan that will maintain and increase the client's wealth based on individual's financial situation, goals and risk appetite.

The market offers a variety of financial and investment products in different asset classes and a plethora of options in each of them. With the growth in income of Indian households, there is increasing demand for single window service with multiple products. In such a scenario there was a dire need of a new age Wealth managements Solutions.

Driven by the vision of ‘Improving Lives by providing innovative financial solutions for Protection and Prosperity, SFSL offers the opportunity to create wealth for customers through an empowered network of Branches and multiple Financial Products. SFSL provides easy access to a rich basket of financial products and services to the client through one stop solutions for all your needs. With its compelling set of offerings covering every area of Investment we offer comprehensive Wealth Management Solutions. Unlike the market, SFSL offers unique opportunity for our HNI and Mass affluent Segment. You can count on SFSL for one stop solution provided for all your Financial Needs.