Our private banking services are here to help you plan your long term financial goals without disturbing your everyday business needs. We offer you customised Investment Advisory Service to evaluate and restructure existing portfolios and optimise new market opportunities through a dedicated advisor.

Recognition from Euromoney

We have earned the following rank in a recently conducted Euromoney survey for providing exceptional service to each of our customers:
* Rated as the Best Private Bank in the Super Affluent Category in India.

Advisory Services

• Profiling:
  Based on your appetite for risk, time horizons and need for liquidity, your profile is agreed upon and then documented through a consultative process.
• Allocation:
  To ensure optimum use of your money, your portfolio is allocated across various asset categories - essentially debt, equity and cash.
• Portfolio analysis and financial planning:
  We analyse your existing portfolio allocation and recommend changes in line with current opportunities, your profile and cash flows, risk appetite and financial requirements.
• Portfolio review and tracking:
  Your portfolio is tracked and we advise you on appropriate rebalancing of your portfolio on the basis of performance of each asset category and analysis of future expectations.
• Advice across asset categories:
  We offer research-based advice across asset categories like mutual funds, equity and its derivatives, insurance and more with a consolidated wealth statement.
• Dedicated investment advisor:
  A trained personal advisor is assigned to you as a one-point contact, guiding you and attending to all your investment related needs.
• Value added services:
  We also offer value added services that help your portfolio like transaction audit for transactions done through HDFC Bank, tax guidance and opinions in related areas.

Research reports

• In-house research desk
• Research reports
• AAG - At a glance - An exclusive monthly magazine produced by the Bank's research team is available only to our investment advisory clients
• Research resources
  • Daily AAG email newsletter
  • Daily Market Impact
  • Daily Market Pulse email newsletter
  • Personal Finance Insight
  • Company Recommendations
  • Weekly Debt email newsletter