City Union Bank Wealth Management

City Union Bank Wealth Management


City Union Bank: Wealth Management Services Overview


🏦 1. Wealth Advisory & Portfolio Management

City Union Bank offers a modern wealth management platform designed for retail and MSME customers. Services include:

  • Mutual Funds (equity, fixed income, hybrid, thematic)
  • National Pension Scheme (NPS)
  • Gold Funds and linked products
  • Tax-saving options like ELSS
  • Insurance and bancassurance products

All features are delivered through a smart advisory interface with digital onboarding.


2. ✨ Key Features of the Wealth Platform

  • 100% Paperless Process
  • Smart Fund Advisory tools
  • Instant Portfolio Rebalancing
  • Low Investment Thresholds (SIPs from ₹100/month)
  • Real-Time Performance Tracking

Available on both Net Banking and CUB Mobile App.


📈 3. Investment Options Offered

Investment Type

Description

Equity Mutual Funds

For long-term capital appreciation

Fixed-Income Funds

Stable returns with lower risk

Gold Funds

Hedge against inflation and market volatility

NPS

Retirement-oriented savings scheme

Insurance

Life and general insurance through partner providers




🤝 4. Seamless Integration & Customer Support

  • Direct link to bank accounts for fund transfers
  • Access to Demat services, insurance, and tax tools
  • Auto-updates, alerts, and statements via app and email


📄 Summary Table

Feature

Description

Investment Coverage

MF, NPS, Gold, Insurance, ELSS

Advisory Model

AI-assisted recommendations + real-time dashboards

Onboarding

Fully digital with Aadhaar-based eKYC

Entry Threshold

SIPs from as low as ₹100/month

Platform Access

Net Banking, Mobile App




🚪 Contact & Access

To get started: - Visit: https://www.cityunionbank.com - Navigate to: Wealth Management under Products - Or use the CUB Mobile App to register and invest


City Union Bank’s Wealth Management Services empower customers with smarter, faster, and simpler investing experiences—all seamlessly integrated into your everyday banking.


    • Related Articles

    • City Union Bank MSME Cash Management

      Cash Management Solutions Offered by City Union Bank for MSMEs ? 1. Comprehensive Cash Management & Digital Tools a) MSME Current Accounts Current Account General and Classic Plus designed for MSMEs, HUFs, firms, and institutions. Perks include: ...

    • City Union Bank Education Loan

      City Union Bank: Education Loan (Vidyavani Scheme) Guide ? Key Details ✅ Eligibility & Loan Amount Indian students admitted to recognized institutions in India or abroad Undergraduate, Postgraduate, professional, and research programs Loan Limits: ...

    • City Union Bank Net Banking

      City Union Bank: How to Register for Net Banking ? What Is CUB Net Banking? City Union Bank (CUB) Net Banking is an online platform that allows account holders to manage their finances digitally. It offers 24x7 access to accounts, funds transfer, ...

    • City Union Bank: WhatsApp Banking

      City Union Bank: WhatsApp Banking Overview ? What Is CUB WhatsApp Banking? City Union Bank offers WhatsApp-based banking through its official number +91 44 71225000. Customers can use WhatsApp to perform various banking services 24x7 via chat with ...

    • City Union Bank DEMAT Services

      City Union Bank: DEMAT Services Overview ? What CUB Offers as a Depository Participant City Union Bank is a registered Depository Participant (DP) with NSDL (Registration No. IN-DP-197-2016). Services offered include: Opening Demat accounts ...