Banking & Wealth Management

Our Private Banking and Wealth Management solution helps the complicated day-to-day, front-office operations a private banker requires for efficient management and the non-stop generation of rapid consequences. The product consists of an integrated suite of modules addressing the entire scope of wealth management.

Our Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The investment solutions at Yodek Services cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Our Private Banking and Wealth Management solution also supports the Family Office business, empowering the private banker with a consolidated view of their clients’ financial and non financial assets held within the bank and at other financial institutions.

The Wealth Management Services Include

Portfolio Management Services

Portfolio advisory

Trading in equity, currency, interest rate futures

Depository services

Structured products

Real estate funds

Private equity funds

Financial planning