SF expands Sundaram Wealth as specialised service to serve affluent clients
This strategic initiative positions the company to better serve the sophisticated financial needs of
Ultra High Net Worth Individuals, High Net Worth Individuals (HNI) and affluent families across India.
The expanded offering builds upon the company's existing franchise in wealth management and will provide comprehensive financial solutions including strategic financial planning, portfolio allocation and risk management through enhanced capabilities, a company statement said.
Sundaram Wealth will primarily target families and individuals who require sophisticated wealth management solutions beyond traditional investment products. Rooted in Sundaram Finance's enduring customer relationships with self-employed and entrepreneurs, this offering is designed to serve those who have created significant wealth, as well as those who are thoughtfully and steadily building toward it.
"Our expansion of Sundaram Wealth represents the natural evolution of our client relationships and our commitment to providing comprehensive financial solutions," said Harsha Viji, Executive Vice Chairman of Sundaram Finance.
"Over the decades, we have witnessed many clients progress significantly in their financial journey through disciplined investing and financial planning. This expansion allows us to serve our multigenerational relationships in addressing their increasingly complex wealth management needs with the same integrity and personalised service that has defined our customer centricity for over 70 years", he said.
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