What is KBL Samriddhi?
KBL Samriddhi is a specialized wealth management and financial planning solution for high net worth individuals to that represents a holistic approach to wealth management, blending expert advice with a range of premium investment opportunities. This exclusive suite of products, developed in collaboration with IIFL Securities Limited, is designed to cater to the sophisticated financial needs of elite customers. From Portfolio Management Services (PMS) by top Asset Management Companies (AMCs) to Alternative Investment Funds (AIF) and Fixed Income Securities, each offering is meticulously curated. With options like Capital Gains Tax Exemption Bonds, it not only addresses diverse investment preferences but also provides efficient tax-saving solutions.Read more
What it includes
A diverse range of securities including mutual funds, shares, stocks, bonds, and debentures. Personalized investment policies are crafted based on your financial profile and risk capacity
An unique investment opportunities across various asset classes. Funds are pooled from sophisticated private investors and invested in line with specific investment objectives and policies
These are financial instruments providing a fixed rate of return over a set period. Issued by government and private entities, they guarantee a steady income stream for you
Why choose KBL Samriddhi
Expert management
Tailored investment strategies from top AMCs
Diverse investment options
Access to mutual funds, shares, stocks, bonds, and debentures
Customized AIF opportunities
Unique alternative investment options for sophisticated investors
Fixed income assurance
Guaranteed returns with fixed income securities
Tax efficiency
Capital gains tax exemption with section 54 EC bonds
Holistic planning
Comprehensive solutions for all your financial needs
Strategic wealth creation
Structured products for optimized asset growth
Personalized
Dedicated attention to individual financial goals
Robust collaboration
Joint venture with IIFL for superior offerings
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Atal Pension Yojana
- Paperless KYC process
- Flexible investment options
- Wide fund selection
Got questions? We’ve got answers.
Yes, you can change your type of savings account. Please visit the branch to change yoursavings account variant.
Yes, you can change your type of savings account. Please visit the branch to change your savings account variant.
Yes, you can change your type of savings account. Please visit the branch to change your savings account variant.
Yes, you can change your type of savings account. Please visit the branch to change yours savings account variant.
Yes, you can change your type of savings account. Please visit the branch to change your savings account variant.
Yes, you can change your type of savings account. Please visit the branch to change your savings account variant.
Wealth management services, including Portfolio Management Services (PMS), Asset Management Companies (AMC), and Alternative Investment Funds (AIF), offer customized investment solutions for high net worth individuals. These services provide access to a wide range of investment options, expert management, and personalized strategies tailored to individual financial goals and risk profiles. They focus on holistic wealth preservation and growth, incorporating elements like tax planning, estate planning, and retirement planning. With KBL Samriddhi, take advantage of our capital gain scheme and capital gain deposit scheme designed to help you invest your capital gains efficiently. Our capital gain bond scheme provides an excellent opportunity for reinvesting and securing your gains with attractive returns.
In wealth management, the focus is on overall portfolio returns rather than individual interest rates. The returns depend on the performance of the underlying assets, which can include equities, fixed income, real estate, or alternative investments. PMS and
When engaging in wealth management services, it's crucial to conduct thorough research to understand their investment strategies, performance history, and fee structures. Always define your financial goals, risk tolerance, and investment horizon to ensure alignment with the service offered. Diversification is key; spread your investments across various asset classes to mitigate risk. Stay actively involved in your investment decisions, regularly review your portfolio's performance, and make adjustments as needed. Avoid chasing short-term gains at the expense of your long-term strategy, and don't neglect the impact of taxes and fees on your returns.
