Investment Services
Equity Solutions
At Standard Chartered, 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 the full range of investment products from the simple and classic options to the more evolved and structure ones.
With our ability to provide you a range of products that suit your customised needs, we give you enormous opportunity to meet both your current and long term financial needs.
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 are schemes where more than 65% of the investments are done 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 are 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. There is some flexibility in changing the asset composition between equity and debt and fund managers exploit this to buy the best asset class at each time.
Tax Saving Funds
Tax savings funds are special products offered by mutual funds. 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
Standard Chartered Bank will assist you for Portfolio Management Services (PMS) by referring to our partner Asset Management Companies. Our partner Asset Management Companies conducts detailed and scientific analysis of various investment avenues to help you invest your money suiting your customised needs
Fixed Income Solutions
Fixed Income 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.
Bonds
We offer a wide range of 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, you can now invest in a wide variety of securities in the relatively safe Fixed Income space.
Liquidity Solutions
Liquid Funds
Liquid Funds are schemes investing in short-term money market instruments including treasury bills, commercial paper and certificates of deposit. These funds are distributed by Standard Chartered Bank.
Deposits
Standard chartered bank offers wide variety of deposit options to suit different needs, including Short Term Deposit, Reinvestment Deposit, and Simple Fixed Deposit.
Loan Against Securities
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
Rather than the traditional buy-and-hold approach, these products use derivatives and option strategies to provide structured payouts. Certain structured products also offer the benefit of capital protection.
Private Equity Funds
We partner with leading specialists to help you invest in private equity funds. 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
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.
Advisory & Research
Risk Profiling
To start with, we take you through a simple, easy-to-fill questionnaire; we gauge your appetite for risk, for specific investment products and for your entire portfolio. So whether you should be investing heavily into equity or in cash, whether that hot biotech fund is suitable for you, our profiling gives you the right answers.
Asset Allocation Advice
Our well established and robust investment process is specially designed to give you the best possible investment experience. We understand your financial and risk profile through need analysis and then help you select the right asset allocation and products to match your needs followed by regular portfolio review and rebalancing. Our advisors help you create sound portfolios and identify thematic opportunities across varied market cycles.
Market Outlook
To help equip clients with the latest insight, SCB WM team provides outlook on various markets and asset classes to our esteemed clients. Our regular publications include Weekly Market View and Monthly Market View covering global & local markets.
Mutual Fund Star Rating
One of our regular publications available to our valued clients includes our in house SCIS Star Ratings - A Concise, Pertinent Analysis on Mutual Funds. The rating system designed is based on the combination of key performance metrics including Information Ratio, Downside Risk and Jenson's Alpha, providing a bird’s eye view on key mutual funds across common parameters.
Foreign Exchange
A Total 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
FX Prepaid Card and currency notes to meet all your foreign exchange needs, when travelling abroad.
Foreign currency cheques
Send money abroad through cheques, payable in foreign currency.
Hedging Instruments
A range of solutions to hedge the Foreign Exchange exposures on your India onshore investments / flows.
Dedicated 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:
- Consultation 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 in select onshore branches
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.
Investment Services- Products Offered **
Mutual Funds
We make available to you a choice of over 270 mutual funds offered by more than 15 fund managers. Our endeavour is to provide you suitable investment solutions through wide range of investment products of third party product providers.
Mutual Fund - Arbitrage
- HDFC Arbitrage Fund
- ICICI Prudential Equity & Derivatives fund - Income Optimiser Plan
- IDFC Arbitrage Fund-Plan A
- IDFC Arbitrage Fund-Plan B
- IDFC Arbitrage Plus Fund - Plan A
- IDFC Arbitrage Plus Fund - Plan B
Mutual Fund - Cash
- Birla Floating Rate Fund: Long term
- Birla Sun Life Cash Manager
- Birla Floating Rate Fund: Short term
- Birla Sun Life Cash Plus Fund
- DSP Blackrock Floating Rate Fund-Regular
- DSP Blackrock Liquidity Fund-Regular
- DSP Blackrock Money Manager Fund
- BNP Paribas Money Plus Fund-Regular
- BNP Paribas Overnight Fund-Regular
- HDFC Cash Management Fund - Treasury advanatge plan
- HDFC Floating Rate Fund- LTP
- HDFC Floating Rate Fund- STP
- HDFC Liquid Fund
- HDFC Liquid Fund-Premium Plan
- HDFC Liquid Fund-Premium Plus Plan
- ICICI Pru Floating Rate Plan-Plan A
- ICICI Pru Floating Rate Plan-Plan B
- ICICI Pru Floating Rate Plan-Plan C
- ICICI Pru Floating Rate Plan-Plan D
- ICICI Prudential Flexible Income Plan-Regular
- ICICI Prudential Liquid Fund
- IDFC - Liquidity Manager
- IDFC Money Manager Fund Treasury Plan
- IDFC Money Manager Fund Investment Plan
- Kotak Liquid Fund
- Kotak Flexi Debt-Regular
- Kotak Floater Long Term Plan
- Reliance Floating Rate Fund
- Reliance Liquid Fund-Cash Plan
- Reliance Liquid Fund-Institutional-Treasury Plan
- Reliance Liquid Fund-Treasury Plan
- Reliance Money Manager Fund
- Reliance Floating Rate Fund
- Sundaram Money Fund (App)
- Tata Money Market Fund
- Tata Liquid Fund - HIP - Growth
- Tata Liquid Fund - RIP - Growth
- Tata Liquid Fund - SHIP - Growth
- Tata Floater Fund
- Templeton Floating Rate Income Fund: LT
- Templeton Floating Rate Income Fund: ST
- Templeton India Treasury Management Account - Regular plan
- Templeton India Treasury Management Account - Institutional plan
- Templeton India Treasury Management Account - Liquid Plan
- Templeton India Treasury Management Account - Super Institutional plan
- UTI Treasury Advantage Fund
Mutual Fund - Debt
- Birla Sun Life Dynamic Bond Fund
- Birla Sun Life Cash Manager
- BNP Paribas Flexi Debt Fund-Regular Plan
- BNP Paribas Bond Fund
- BNP Paribas Gold & Income Fund
- Canara Robeco Income Fund
- DSP Blackrock Short term fund
- DWS Twin Advantage Fund
- BNP Paribas Money Plus Fund-Regular
- HDFC High Interest Fund - STP
- HDFC Short term Fund
- HDFC Income Fund
- ICICI Prudential Long Term Plan - Premium Plus Option
- ICIC Prudential Medium Term Plan
- ICICI Prudential Long Term Plan - Premium Option
- ICICI Prudential Long Term Plan - Regular Option
- ICICI Prudential Gilt Plan -Investment Plan - Normal Plan
- ICICI Prudential Gilt Plan -Investment Plan- PF Option
- ICICI Prudential Gilt Plan -Treasury Plan
- ICICI Prudential Income Opportunities Fund
- ICICI Prudential Income Plan- Inst Plan
- IDFC - Super Saver Income Fund - Investment Plan - Plan A
- IDFC - Super Saver Income Fund - Investment Plan-Plan B
- IDFC - Super Saver Income Fund - Investment Plan-Plan C
- IDFC - Super Saver Income Fund - Medium Term Plan A
- IDFC - Super Saver Income Fund - Medium Term Plan B
- IDFC - Super Saver Income Fund - Short Term -Plan B
- IDFC - Super Saver Income Fund - Short Term-Plan A
- IDFC - Super Saver Income Fund - Short Term-Plan C
- IDFC - Super Saver Income Fund - Short Term-Plan D
- IDFC Dynamic Bond Fund-Plan A
- IDFC Dynamic Bond Fund-Plan B
- IDFC Ultra Short term fund
- JPMorgan India Active Bond Fund
- JPMorgan India Short term Fund
- Kotak Bond - Deposit
- Kotak Bond - Regular
- Kotak Gilt Regular Investment plan
- Reliance Income Fund
- Reliance MIP
- Tata Short Term Bond Fund
- Templeton India Government Securities Fund (TGSF)
- Templeton India Income Builder Account-Plan A
- Templeton India Income Builder Account-Plan B
- Templeton India Short-Term Income Plan
- Templeton India Low Duration fund
- Templeton India Income Opportunities Fund
- Templeton India Corporate Bond Opportunities fund
- UTI Bond Fund
Mutual Fund - Equity Diversified
- Birla India Gen Next Fund
- Birla Infrastructure Fund
- Birla Mid Cap Fund
- Birla Sun Life Tax Relief 96
- Birla SunLife Equity Fund
- Birla SunLife Frontline Equity Fund
- Birla Sunlife International Equity Fund
- Birla Sunlife New Millennium Fund
- Birla Sunlife India Reforms Fund
- Birla Sunlife Dividend Yield Plus
- Canara Robeco F.O.R.C.E
- Deutsche Alpha Equity Fund - Regular Plan
- Deutsche Alpha Equity Fund - Wealth Plan
- Deutsche Investment Opportunities Fund - Regular Plan
- Deutsche Investment Opportunities Fund - Wealth Plan
- DSP Blackrock Equity Fund-Regular
- DSP Blackrock Focus 25 Fund
- DSP Blackrock India Tiger Fund-Regular
- DSP Blackrock Natural Resources & New Energy Fund
- DSP Blackrock Opportunities Fund-Regular
- DSP Blackrock Small & Midcap Fund-Regular
- DSP Blackrock Micro cap fund
- DSP Blackrock Tax Saver
- DSP Blackrock Top 100 Fund-Regular
- BNP Paribas Dividend Yield Fund
- BNP Paribas Equity Fund
- Franklin Build India Fund
- Franklin India BlueChip
- Franklin India Flexicap Fund
- Franklin India High Growth Companies Fund
- Franklin India Opportunities Fund
- Franklin India Prima
- Franklin India Prima Plus
- Franklin India Tax Shield
- HDFC Capital Builder
- HDFC Core&Satellite Fund
- HDFC Equity Fund
- HDFC Growth Fund
- HDFC Tax Saver
- HDFC Top 200 Fund
- HDFC Multiple Yield Fund - Plan 2005
- HDFC Mid-Cap Opportunities Fund
- HSBC Dynamic Fund
- HSBC Equity Fund
- HSBC India Opportunities Fund
- HSBC Midcap Equity Fund
- HSBC Progressive Theme
- HSBC Tax Saver
- ICIC Prudential Banking and Financial Services Fund
- ICICI Prudential Target Return Fund
- ICICI Prudential Discovery Fund
- ICICI Prudential Dynamic Plan
- ICICI Prudential Mid cap fund
- ICICI Prudential Top 100
- ICICI Prudential Infrastructure Fund
- ICICI Prudential Top 200
- ICICI Prudential RIGHT FUND
- ICICI Prudential Service Industries Fund
- ICICI Prudential Tax Plan
- ICICI Prudential Focused Bluechip Equity Fund
- IDFC Classic Equity Fund
- IDFC Imperial Equity Fund
- IDFC Premier Equity Fund
- IDFC Sterling Equity Fund
- IDFC Strategic Sector (50:50) Equity Fund
- JP Morgan India Equity Fund
- JP Morgan Smaller Companies Fund
- JPMorgan India Tax Advantage Fund
- Kotak 50 Equity Fund
- Kotak Equity FoF
- Kotak Mid Cap Fund
- Kotak Opportunities Fund
- Kotak Select Focus
- Kotak Taxsaver
- Reliance Regular Savings Fund - Equity
- Reliance Banking Sector Fund
- Reliance Diversified Power Sector Fund
- Reliance Top 200 fund
- Reliance Equity Opportunity Fund
- Reliance Growth Fund
- Reliance Infrastructure Fund
- Reliance Natural Resources Fund
- Reliance Small Cap Fund
- Reliance Natural Resources Fund
- Reliance Vision Fund-
- Reliance Pharma Fund
- Religare Tax Plan
- SBI PSU Fund
- SBI Magnum Sector Funds Umbrella - Emerging Businesses fund
- Sundaram Select Thematic Funds PSU Opportunities
- Sundaram CAPEX Opportunities Fund
- Sundaram Global Advantage Fund
- Sundaram Growth Fund
- Sundaram Leadership Fund
- Sundaram Select Focus
- Sundaram Select Mid Cap Fund
- Sundaram SMILE Fund
- Sundaram Equity Plus Fund
- Sundaram Tax Saver
- Tata Dividend Yield Fund
- Tata Equity Opportunity Fund
- Tata Equity PE Fund
- Tata Ethical Fund
- Tata Retirement Fund – Progressive Plan
- TATA Growing economics infrastructure fund
- Tata Infrastructure Fund
- Tata Pure Equity Fund
- Tata Service Industries Fund
- Tata Tax Saving Fund (Compulsory Lock in of 3 years from the DOA)
- Templeton India Equity Income Fund
- Templeton India Growth Fund
- UTI Master Value fund
- UTI Dividend Yield Fund
- UTI Opportunities Fund
- IDFC Infrastructure Equity Fund
Mutual Fund - Hybrid
- Birla Savings MIP II Savings 5 plan
- Birla Sunlife 95 Fund
- Birla Sunlife Monthly Income Plan
- Canara Robeco Indigo Fund
- DSP Blackrock Balanced Fund
- DSP Blackrock MIP Fund
- DWS Money Plus Advantage Fund - Regular Plan
- BNP Paribas Monthly Income Plan
- Franklin Templeton India Dynamic PE Ratio Fund Of Funds.
- Franklin Templeton Monthly Income Plan
- Franklin Templeton India Balanced Fund
- Franklin Templeton India MIP Plan A
- Franklin Templeton India MIP Plan B
- Franklin Templeton Life Stage Fund: 20s Plan
- Franklin Templeton Life Stage Fund: 30s Plan
- Franklin Templeton Life Stage Fund: 40s Plan
- Franklin Templeton Life Stage Fund: 50s Plan
- Franklin Templeton India Life Stage FoF 50s Plus Floating Rate Plan
- HDFC Monthly Income Plan- LT
- HDFC Monthly Income Plan- ST
- HDFC Prudence
- HSBC MIP
- ICICI Prudential Balanced Fund
- ICICI Prudential Blended Plan- B
- ICICI Prudential Income Multiplier Plan
- ICICI Prudential MIP
- ICICI Prudential Equity & Derivatives fund - Volatility Advantage plan
- IDFC Asset Allocation Fund - Aggressive plan
- IDFC Asset Allocation Fund - Conservative plan
- IDFC Asset Allocation Fund - Moderate plan
- Tata Balanced Fund
- Tata MIP Plus
- Tata Retirement Fund – Conservative Plan
- Tata Retirement Fund – Moderate Plan
- Templeton India Pension Plan
- UTI - Wealth Builder Fund - Series II
- Kotak Multi Asset Allocation Fund
- Kotak Gold Fund
Mutual Fund - Index Funds
- Franklin India Index Fund
- ICICI Pru Index Fund
- UTI Master Index Fund
Mutual Fund - Offshore Feeder Funds
- Birla Sun Life Commodity Equities Fund – Global Multi Commodity Plan
- DSP Blackrock World Mining Fund- Regular Plan
- DSP Blackrock World Energy Fund - Regular Plan
- DSP Blackrock World Gold Fund-Regular
- DSP Blackrock World Agriculture Fund-Regular
- DWS Global Agribusiness Fund
- DWS Global Thematic fund
- Franklin Asian Equity Fund
- ICICI Pru Indo Asia Equity Fund
- JP Morgan JF Greater China Equity off shore fund
- JPMorgan Emerging Europe, Middle East and Africa Equity Off-shore Fund
- FT India Feeder - Franklin U. S. Opportunities Fund
- ICICI Prudential US Bluechip Equity Fund
- JP Morgan JF ASEAN Equity Off-shore Fund
Note: There can be additions/deletions in the list of funds. For latest list of available funds visit your nearest branch or contact your Relationship Manager.
Portfolio Management Services - PMS
We bring you a wide choice of the fund managers, who offer customised portfolio management services (PMS). This is accompanied by high levels of interaction with fund managers, just for special customers like you
PMS - Equity
- HSBC PMS - Large Cap Portfolio
- HSBC PMS - Signature Portfolio
- ICICI Prudential PMS India Recovery Portfolio- Plan W
- ICICI Prudential PMS India Recovery Portfolio- Plan X
- ASK Life Portfolio
- ASK Indian Enterpreneur Portfolio
PMS - Alternate
PMS - Structured Notes
Structure Products are available through fund providers. For latest list of available offerings visit your nearest branch or contact your relationship manager.
*Note: There can be additions/deletions in the list of funds. For latest list of available funds visit your nearest branch or contact your Relationship Manager.
Bonds (Secondary Market Bond)
We make available to you secondary market bonds. These represent a good opportunity for low risk, moderate return investments and help in your tax planning. For latest list of available bonds visit your nearest branch or contact your relationship manager.
Important Disclaimer
This document is issued by Standard Chartered Bank. while all reasonable care has been taken inpreparing this document, no responsibility or liability is accepted for errors of fact or for any opinion expressed herein.Opinions, projections and estimates are subject to change without notice. This document is for information purposesonly. It does not constitute any offer, recommendation or solicitation to any person to enter into any transaction oradopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movements inrates of prices or any representation that any such future movements will not exceed those shown in any illustration.The contents of this document are not made with regard to the specific investment objectives, financial situation or theparticular needs of any particular person. Any investments discussed may not be suitable for all investors. Allinformation presented here are based on past performance. Past performance is not necessarily indicative of futureperformance; the value, price or income from investments may fall as well as rise. Standard Chartered Bank, and/or aconnected company, may have a position in any of the instruments or currencies mentioned in this document. You areadvised to make your own independent judgment with respect to any matter contained herein. Other persons should not rely on this document. Mutual Funds investments are subject to market risks. Please read the Scheme Information Document carefully be for investing.