Wealth management is an investment advisory discipline that incorporates Financial Planning, Investment Portfolio Management and a number of aggregated financial services & products. High net worth individuals, business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers’ services.
At Summit Bank, we aim to provide even the most discerning customers with quality wealth management services, and to facilitate them in their financial planning and investment endeavours. To this end, we offer several products to customers for their wealth management needs.
Summit Daily Stock Account offers:
- Buy & Sell Securities
- Safe Custody of Shares
- Daily Profit on Your Cash
- Automated Settlement of Trades
- Account & Trade Transaction Alerts through SMS
- Free Starter Cheque Book & Debit Card
- Free Research on Blue Chip Stocks through Summit Capital.
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