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Wealth Management Services

Making investing brighter

We provide high class service for wealth management through our highly experienced marketing team. We analyze the investment need and provide tailor made customized wealth management solutions.

  • Assistance to obtain regulatory clearances for Opening of PIS account with RBI for share Trading 
  • Online Share Trading with ultra- superior and user friendly “SELFIE” online platform though the leading broker Geojit Financial Services Ltd. to buy / sell shares, debentures, etc in the Indian stock markets
  • Dematerialization of Physical Shares
  • Tie up with top rated Mutual Funds in India and performance based recommendation to create an effective portfolio
  • Investments in Dollar denominated offshore Funds in Indian and Global market
  • Facilitation of buying/ selling of FCCB, Euro and other Bonds
  • Tie-up with reputed builders for Real Estate Planning
  • Retirement Planning, Child Education Planning
  • Assistance in Income Tax Returns in India
  • Bancassurance with LIC India, Reliance General Insurance and Bajaj Allianz
  • Bancassurance with LIC International For NRI Clients

For more information, please visit BBK India website on

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