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Wealth Management

Get expert guidance in managing & growing your wealth with our team of wealth management experts

Wealth Management

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YES FIRST is our promise to always keep your needs FIRST & to provide you with superlative financial solutions and exclusive privileges, to assist you in every step of the way. We are committed to providing you with the best-in-class products and services, and tailor-made solutions to meet all your financial needs

key attractions

  FINANCIAL
 EXPERTS

Team of Financial Experts for Guidance

  INSIGHT
 REPORTS

Research Backed Insight Reports

  INVESTMENT
  ACCOUNTS

Complimentary Investments Account: MF-Online

features and benefits

Insurance

Insurance

We, at YES BANK are committed to serve your better. We are pleased to offer you Comprehensive Insurance Solutions to meet your requirements at every step in life.

Dematerialized Shares Mutual Funds (Equity/Debt) Fixed Maturity Plans (FMP) Exchange Traded Funds (ETF)

Insurance

Dematerialized Shares Mutual Funds (Equity/Debt) Fixed Maturity Plans (FMP) Exchange Traded Funds (ETF)

Online Will services

Online Will services

YES BANK is offering online will creation service ‘Ezeewill’ as a value added service through third party service providers NSDL e-Governance Infrastructure Limited (NSDL e-Gov) along with Warmond Trustees and Executors Pvt. Ltd. (Warmond).

  • Convenience of time
  • Will drafted by specialists
  • Assured confidentiality and security of your personal data
  • Special discounted offered to YES BANK customers Use promo code “ YESBANK20084” to avail 10% discount on these services.

To avail the service click here

Online Will services

  • Convenience of time
  • Will drafted by specialists
  • Assured confidentiality and security of your personal data
  • Special discounted offered to YES BANK customers Use promo code “ YESBANK20084” to avail 10% discount on these services.

To avail the service click here

Online Investments

Online Investments

MFONLINE (Mutual Funds Online) is YES BANK's state-of-the-art Mutual Fund investment platform which is a Complimentary Service for All YES BANK Customers.

MFOnline benefits

  • Hassle free paperless investing

  • Transact in Mutual Fund schemes of leading players in the industry

  • Greater convenience, as you can Access, Track and Transact at the click of button!

  • Same Day NAV possible*

  • Mutual Fund Portfolio can be tracked anytime and anywhere

  • Systematic Transaction facility also available**

View Your Updated Portfolio

  • Portfolio Summary across multiple investor combinations

  • Investment & Current Value (Scheme-wise & Portfolio-wise)

  • Realized Gain, Unrealized Gain, IRR (Scheme-wise & Portfolio-wise)

  • Detailed Transaction & Asset Class Report 

Online Transaction Facility

  • Initiate Purchase, Redeem and Switch Transactions of Mutual Fund Units

  • Initiate Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP).

  • Generate a Risk Profile Report instantly. Edit/Modify your Risk Profile Online itself.

Online Investments

MFOnline benefits

  • Hassle free paperless investing

  • Transact in Mutual Fund schemes of leading players in the industry

  • Greater convenience, as you can Access, Track and Transact at the click of button!

  • Same Day NAV possible*

  • Mutual Fund Portfolio can be tracked anytime and anywhere

  • Systematic Transaction facility also available**

View Your Updated Portfolio

  • Portfolio Summary across multiple investor combinations

  • Investment & Current Value (Scheme-wise & Portfolio-wise)

  • Realized Gain, Unrealized Gain, IRR (Scheme-wise & Portfolio-wise)

  • Detailed Transaction & Asset Class Report 

Online Transaction Facility

  • Initiate Purchase, Redeem and Switch Transactions of Mutual Fund Units

  • Initiate Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP).

  • Generate a Risk Profile Report instantly. Edit/Modify your Risk Profile Online itself.

4 step Money Doctor Approach

4 step Money Doctor Approach

Portfolio Construction: Basis the recommended asset allocation, we help you construct a portfolio keeping in mind your risk appetite.

  • The Diagnosis - Understanding You: We assess your investment goals and future requirements and also determine your propensity for risk. That’s how we provide you with options that are best suited for you.

  • The Prescription - Portfolio Recommendation: Keeping your risk profile in mind, we draw up a personalized, practical financial plan. Thereby allocating products based on your needs and expectations.

  • Portfolio Construction: Basis the recommended asset allocation, we help you construct a portfolio keeping in mind your risk appetite.

  • The Assessment - Periodic Review & Rebalancing: With regular and timely updates, we keep you informed on the developments in your portfolio. This regular 'Wealth Check' helps you to assess portfolio performance on an ongoing basis. With the help of the latest market trends and information, our experts help you rebalance your portfolio, ensuring that you maximize returns while minimizing potential risks.

  • 4 step Money Doctor Approach

  • The Diagnosis - Understanding You: We assess your investment goals and future requirements and also determine your propensity for risk. That’s how we provide you with options that are best suited for you.

  • The Prescription - Portfolio Recommendation: Keeping your risk profile in mind, we draw up a personalized, practical financial plan. Thereby allocating products based on your needs and expectations.

  • Portfolio Construction: Basis the recommended asset allocation, we help you construct a portfolio keeping in mind your risk appetite.

  • The Assessment - Periodic Review & Rebalancing: With regular and timely updates, we keep you informed on the developments in your portfolio. This regular 'Wealth Check' helps you to assess portfolio performance on an ongoing basis. With the help of the latest market trends and information, our experts help you rebalance your portfolio, ensuring that you maximize returns while minimizing potential risks.

  • Investment Services

    Investment Services

    Our product suite includes the following

    Reports

    Reports

    FIRST Insights – Monthly Market Presentations

    At YES BANK, we believe that right information is the key to making informed and successful investment decisions.

    FIRST Insights helps you stay updated with the latest news and information of the Indian and Global markets, together with our house views on Equity, Debt and Forex markets.

    Monthly Market Presentation – April 2018

    Monthly Market Presentation – March 2018

    Monthly Market Presentation – February 2018

    Monthly Market Presentation – January 2018

    Monthly Market Presentation – December2017

    Monthly Market Presentation – November 2017

    Monthly Market Presentation – October 2017

    Monthly Market Presentation – September 2017

    Monthly Market Presentation – August 2017

    Monthly Market Presentation – July 2017

    Monthly Market Presentation – June 2017

    Monthly Market Presentation – May 2017

    Monthly Market Presentation – April 2017

    Monthly Market Presentation – March 2017

    Monthly Market Presentation – February 2017

    Monthly Market Presentation – January 2017

    Monthly Market Presentation – December 2016

    Monthly Market Presentation – November 2016

    Monthly Market Presentation – October 2016

    Monthly Market Presentation – September 2016

    Monthly Market Presentation – August 2016

    Union Budget-FY17

    Union Budget FY16

    Monthly Market Presentation - July 2016

    Monthly Market Presentation - June 2016

    Monthly Market Presentation - May 2016

    Monthly Market Presentation - April 2016

    Monthly Market Presentation - March 2016

    Monthly Market Presentation - February 2016

    Monthly Market Presentation - January 2016

    Monthly Market Presentation - December 2015

    Monthly Market Presentation - November 2015

    Monthly Market Presentation - October 2015

    Monthly Market Presentation - September 2015

    Monthly Market Presentation - August 2015

    Monthly Market Presentation - July 2015

    Monthly Market Presentation - June 2015

    Monthly Market Presentation - May 2015

    Monthly Market Presentation - April 2015

    Monthly Market Presentation - March 2015

    Monthly Market Presentation - February 2015

    Monthly Market Presentation - January 2015

    Monthly Market Presentation - December 2014

    Monthly Market Presentation - November 2014

    Monthly Market Presentation - October 2014

    Monthly Market Presentation - September 2014

    Monthly Market Presentation - August 2014

    Monetary & Credit Policy Review

    Reports

    At YES BANK, we believe that right information is the key to making informed and successful investment decisions.

    FIRST Insights helps you stay updated with the latest news and information of the Indian and Global markets, together with our house views on Equity, Debt and Forex markets.

    Monthly Market Presentation – April 2018

    Monthly Market Presentation – March 2018

    Monthly Market Presentation – February 2018

    Monthly Market Presentation – January 2018

    Monthly Market Presentation – December2017

    Monthly Market Presentation – November 2017

    Monthly Market Presentation – October 2017

    Monthly Market Presentation – September 2017

    Monthly Market Presentation – August 2017

    Monthly Market Presentation – July 2017

    Monthly Market Presentation – June 2017

    Monthly Market Presentation – May 2017

    Monthly Market Presentation – April 2017

    Monthly Market Presentation – March 2017

    Monthly Market Presentation – February 2017

    Monthly Market Presentation – January 2017

    Monthly Market Presentation – December 2016

    Monthly Market Presentation – November 2016

    Monthly Market Presentation – October 2016

    Monthly Market Presentation – September 2016

    Monthly Market Presentation – August 2016

    Union Budget-FY17

    Union Budget FY16

    Monthly Market Presentation - July 2016

    Monthly Market Presentation - June 2016

    Monthly Market Presentation - May 2016

    Monthly Market Presentation - April 2016

    Monthly Market Presentation - March 2016

    Monthly Market Presentation - February 2016

    Monthly Market Presentation - January 2016

    Monthly Market Presentation - December 2015

    Monthly Market Presentation - November 2015

    Monthly Market Presentation - October 2015

    Monthly Market Presentation - September 2015

    Monthly Market Presentation - August 2015

    Monthly Market Presentation - July 2015

    Monthly Market Presentation - June 2015

    Monthly Market Presentation - May 2015

    Monthly Market Presentation - April 2015

    Monthly Market Presentation - March 2015

    Monthly Market Presentation - February 2015

    Monthly Market Presentation - January 2015

    Monthly Market Presentation - December 2014

    Monthly Market Presentation - November 2014

    Monthly Market Presentation - October 2014

    Monthly Market Presentation - September 2014

    Monthly Market Presentation - August 2014

    Monetary & Credit Policy Review

    Trust and Estate Planning

    Trust and Estate Planning

    Why Estate Planning is required ?

    • To put in place a structure around the movable & immovable assets to manage them in an effective fashion with a view to

    • Manage tax efficiency.

    • In case where managing of assets post death is required due to special situations like minors or people with special requirements.

    • Asset protection in case of professional liabilities, divorces etc.

    • Protection of minors in case of remarriage of the surviving spouse.

    • Making sure that your estate is managed in case of incapacitation.

    Trust and Estate Planning

    • To put in place a structure around the movable & immovable assets to manage them in an effective fashion with a view to

    • Manage tax efficiency.

    • In case where managing of assets post death is required due to special situations like minors or people with special requirements.

    • Asset protection in case of professional liabilities, divorces etc.

    • Protection of minors in case of remarriage of the surviving spouse.

    • Making sure that your estate is managed in case of incapacitation.

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    Have any other query?

    Q. What is investment?

    A. When capital is deployed with an expectation of earning returns in the form of interest income or capital appreciation, it is called investing. It helps you to secure your future Helps meeting your financial goals Helps maintaining or improving value of money. There could be multiple avenues of investing. Financial securities such as equities, bonds, mutual funds, PMS Structured Products Alternate Investment funds An asset (real estate, gold etc)

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    Q. Is it prudent to take professional advice if I have to invest my money?

    A.It is possible to undertake your investments by yourself, but you have to take care of these: It takes time You need sufficient knowledge You need significant effort to evaluate investment options Selecting the most appropriate option, is a challenge because there are many available Our Financial managers are well-trained and accredited and follow a personalized approach to serve your financial needs. They can help you with: Wealth management Retirement planning Legacy and estate planning Wealth protection and transferring Insurance etc.

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