Investment Services

Equity Solutions (Mutual Funds & Portfolio Management Services)

At Standard Chartered Bank (SCB), we believe in an end to end approach to banking – we believe that our success is directly linked to helping you succeed. We offer you wide range of third party investment products from the simple and classic options to the more evolved and structure ones.

With our ability to provide you an opportunity to invest in a range of products that suit your risk profile, we give you enormous opportunity to meet your financial needs. Standard Chartered Bank acts as a distributor for mutual funds and referrer for various other third party financial products

Mutual Funds

At Standard Chartered we put forward choice of over 300 funds offered by more than 15 fund managers. We help you identify a suitable mix of Mutual Fund schemes spreading across Equity, Balanced, Fixed Income and Liquid Funds.

  • Equity Mutual Funds
    Equity funds

    Equity funds are mutual fund schemes where more than 65% of the investments are done by the fund manager in equity and equity related securities of various companies. However, the returns from these funds are directly linked to the stock market and are more volatile as compared to those from fixed income funds.

  • Balanced Funds
    Balanced funds

    Balanced funds are mutual fund schemes that invest in equity and debt instruments in varying proportions. These funds supplement capital appreciation from equities with a steady return from debt instruments. To a large extent, the returns depend on the performance of the equity portion in the portfolio. Fund Managers have some flexibility in changing the asset composition between equity and debt which they exploit to buy the best asset class at each time.

  • Tax Savings Funds
    Tax savings funds

    Tax savings funds are special products offered by Asset Management Companies. The Equity Linked Savings Schemes (ELSS) as they are popularly known give their investors the option of saving tax while participating in the growth of the capital market. These funds have a lock-in-period of three years.

  • Equity PMS
    Equity PMS

    Standard Chartered Bank will assist you in investing into third party Portfolio Management Services (PMS) by referring you to reputed Asset Management Companies/ Portfolio Managers. These reputed Asset Management Companies/ Portfolio Managers conduct detailed and scientific analysis of various investment avenues to help you invest your money suiting your customised needs

Fixed Income Solutions

We offer a wide range of third party Fixed Income solutions denominated in Indian Rupees such as:

  • Short dated securities like Commercial Paper, Bank Certificates of Deposits and Government of India Treasury Bills (Tenors shorter than 1 year)
  • Long dated securities like Private Sector and Public Sector Corporate Bonds and Government of India securities (Tenors longer than 1 year)
  • Non Discretionary Portfolio Management Service (NDPMS) for Fixed Income by referring to Standard Chartered Securities India.

This enables you to customize your Investments portfolio by leveraging the yield differentials across different tenors as well as different Issuers. In simple terms, through us you can now avail of fixed income products to diversify your portfolio and invest in a wide variety of securities in the Fixed Income space

  • Fixed Income Funds
    Equity funds

    These funds invest primarily in government and corporate debt. While fund holdings may appreciate in value, the primary objective of these funds is to provide a steady cash flow to investors.

Liquidity Solutions

  • Liquid Mutual Funds
    Tax savings funds

    Liquid Funds are mutual fund schemes investing in short-term money market instruments including treasury bills, commercial paper and certificates of deposit.

  • Fixed Deposits with SCB
    Equity funds

    Standard Chartered Bank offers wide variety of deposit options to suit different needs, including Short Term Deposit, Reinvestment Deposit, and Simple Fixed Deposit.

  • Loans Against Securities
    Balanced funds

    The Loan Against Securities is Standard Chartered Bank's immediate overdraft facility against Shares and Mutual Funds. It offers you a convenient and immediate line of credit just when you want it. What's more, you pay for it only when you actually use it.

Alternate Solutions

  • Structured Notes
    Equity funds

    Rather than the traditional buy-and-hold approach, these third party investment products use derivatives and option strategies to provide structured payouts. Certain structured products also offer the benefit of capital protection subject to certain conditions.

  • Private Equity Funds
    Balanced funds

    We help you invest in private equity funds by referring you to reputed third party providers. These products can help you to further diversify your portfolio while gaining from the long term benefits of investing in prudently selected securities.

  • Real Estate Funds
    Tax savings funds

    We work with leading fund managers to help you invest in real estate funds unlike direct purchase of property, these funds can participate in the entire life cycle of real estate projects through dedicated experts. These can either be development or yield based.

Mutual Funds and Investments are subject to market risk. Please read all scheme related documents carefully before investing. Product offering may vary depending on availability and suitabilility. For latest list of available products visit your nearest branch or contact your Relationship Manager

Standard Chartered Bank is not providing any investment advisory services under the Wealth Proposition. Standard Chartered Bank in its capacity of a distributor of mutual funds or while referring any other third party financial products may offer advice which is incidental to its activity of distribution/referral. Standard Chartered Bank will not be charging any fee/ consideration for such advice and such advice should not be construed as 'Investment Advice’ as defined in the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013 or otherwise. You can avail of investment advisory services of Standard Chartered Bank only upon (i) executing separate documents with the Investment Advisory Group of Standard Chartered Bank for availing 'Investment Advice' (as defined in the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013); and (ii) paying specific fees (if applied by Standard Chartered Bank) for such ‘Investment Advice'.

Investments are subject to market risk. Please read Offer documents carefully before investing.

Foreign Exchange

Foreign Exchange solution to cater to your needs :

  • Remittances

    With our remittance solutions you can transfer money to and receive money from anywhere in the world with abundant ease.

  • Travel Solutions
    Travel Solutions

    FX Prepaid Card and currency notes to meet all the foreign exchange needs of SCB customers, when travelling abroad.

  • Foreign Currency Cheques
    Foreign Currency Cheques

    Send money abroad through cheques, payable in foreign currency.

  • Hedging Instruments
    Hedging Instruments

    A range of solutions to hedge the Foreign Exchange exposures on your India onshore investments / flows.

  • Dedicated Treasury Desk
    Treasury Desk

    A team of experienced Foreign Exchange dealers cater to your needs. With substantial experience in areas of Foreign Exchange and other Financial Market products this unit assists you with:

    Know more
    • Assistance on products / services best suited to meet your requirements
    • Easy access to market information on currency movements
    • Transaction execution at competitive prices

  • Dedicated Foreign Exchange Area
    Foreign Exchange

    To enable a Single Window experience and assist you with all your Foreign Exchange queries and execution, we have set up a specialized FX Desk in key India branches along with the services of a dedicated foreign exchange specialist.

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