Hello, here I am providing you the details of the Wealth Management service offered in Yes Bank as under:

Wealth management process:
Understand your financial goals and risk appetite
Portfolio Recommendation based on your financial goals and risk appetite
Portfolio Construction through execution of the financial plan with your agreement
Periodic review and rebalancing

Product Suite Spans Across
Mutual Funds
PMS & Structured Products
Alternative Investments including
Private Equity
Real Estate
Venture Capital Funds
Bonds & Debentures
Life & Non Life Insurance products (in alliance with insurance partners, Max Life & Bajaj Allianz)
Depository Services
FIRST Insights – Free monthly economic overview of macro-global developments and domestic markets

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.