Our Services

Our aim is to give you all the tools, information and support you need to venture into the world of investing.

Important information – please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances. Hence Financial Planning is to be made along with tax planning, based on the then income tax structure that exists at the time of investment.

We Provide

Mutual Funds

S B Financial Solutions is is one of the best & registered distributors of Various Mutual fund products in Bangalore. WE OFFER Lump sum & SIP mode of Equity, Debt, Hybrid etc kind of mutual funds by keeping the future goals of the client.

  • Review of Existing Mutual Funds
  • Investment in New Mutual Funds
  • Clarification / Consultation / Classes in Mutual Funds

We Provide

Financial Planning

WE OFFER this service to individuals and families. It’s a long-term holistic approach of managing money in flows and out flows and achieving the life goals. We take into picture the entire family’s demography while making financial planning for our clients.

  • Financial goal setting for Individuals Viz Child Education / Retirement Planning etc.,
  • Estate Planning for wealth distribution to new future generation viz Tieup with lawyers for writing will etc.

We Provide

Health Care

WE PROVIDE  the facility of need-based Life Insurance, General Insurance including health Insurance, Car insurance etc to protect you from any unfortunate events

We Provide

Fixed Deposit

Currently, We are having Tie-Up with Shriram Finance and Bajaj Finance for Fixed Deposits – which are offering attractive interest rates varying for various tenure.

 

We Provide

NRI Investment

Normally it is a combination of Equity, Debt, Real state etc. This products are offered to an individual or families as a whole. It is a long-term approach of Wealth creation and preservation.

  • PMS – (Portfolio Management system)- Minimum Investment Rs 50 Lakhs.
  • Filing of Income Tax Returns for NRI’s.
  • Any of the services like Property Maintainance / Property Tax Payment / Rent Collection Etc.,Partaining to NRI’s

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