SBI Funds Management Private Ltd. has emerged as one of the largest players in India advising various financial institutions, pension funds, local and international asset management companies. It now brings experience in wealth management to offer exquisite retail services to High Net-worth Investors. Through years of experience, they have excelled by understanding investor’s requirements and terms of risk / return expectations, based on which they design PMS products and even suggest customized asset portfolio recommendations.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
SBI Aeon Alpha PMS 21 Jan 2022650-0.43%19.66%16.14%N.A.%-13.88%
SBI ESG Portfolio 11 Jul 20166579.54%17.48%14.20%27.37%-15.39%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

SBI OPTIMAL EQUITY FUND – Category III AIF
SBI AEON ALPHA PMS
SBI ESG Portfolio

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