Wealth Management Solutions
Federal Bank provides a wide range of best-in- class wealth solutions. The tailor-made wealth service is designed to provide financial strategies and investment solutions that align with your individual goals and risk tolerance, ensuring optimal portfolio performance and long-term financial success.
Grounded in expertise, ethics, and customer service. Clients can trust the bank to help them navigate the complex financial landscape and achieve their long-term financial goals.
Our webinars with wealth and investment experts will help you achieve your vision of financial freedom, security, and safety.
Federal Bank Wealth Management
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AMFI-registered Mutual Fund Distributor – ARN 22193 | Date of Initial Registration: 31st August 2004 | Validity of ARN: 26th January 2027
The Federal Bank is offered commissions for investments made under broker code ARN-22193. Any commission receivable is also subject to monthly / quarterly revisions and/or claw back as per the guidelines set by regulator, interpreted and laid down by AMCs.
As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission earned by The Federal Bank (AMFI Registered Mutual Fund Distributor) from various fund-houses, whose products are being distributed: Click here.
For Scheme related documents and Common Application forms of empanelled AMCs: Click here
For Term and Conditions and Disclaimer of Federal Bank Wealth Management Services: Click here
APMI-registered Portfolio Management Services Distributor- APRN06579 | Date of Initial Registration: 25th July 2025 | Validity of APRN: 01st April 2028
Disclaimer: The Federal Bank India Ltd. (hereinafter ‘the Bank’) is a distributor / referrer of third‑party investment products and services. The Bank is registered with Association of Mutual Funds in India (AMFI) as a distributor of Mutual Funds, bearing AMFI Registration No. (ARN) 22193. The Bank is also registered with Association of Portfolio Managers in India (APMI) as a distributor of Portfolio Management Services (PMS), bearing APMI Registration No. (APRN Code) APRN06579. The Bank provides wealth management services to the customers by distributing / referring third-party investment products under regular plans only, which is carried out strictly on a non-risk participation basis. The Bank is not a SEBI-registered Investment Advisor and does not claim or purport to offer any investment advice or financial planning. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Investment Products are subject to market/ currency / investment / geo political risks, including the possible loss of the principal. Past performance is not indicative of future results.. The ownership of any investment decision shall solely vest with the investor, who shall make such decisions after analyzing all possible risk factors and by exercise of his / her / its independent discretion. The Bank shall not be liable or held liable for any consequences thereof. The Investor investing in investment products acknowledges that: (i) the third-party product provider may invest in products denominated in non-local currency; (ii) there could be risk of exchange rate fluctuations. The details shared does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. The investor shall exercise diligence by reading and understanding the Key Information Memorandum / Scheme Investment Document & Statement of Additional Information / Term Sheet / Prospectus carefully before investing and no claim whatsoever shall be made against the Bank or any of its affiliates and / or employees claiming any influence / recommendation / advice / responsibility / liability regarding the investor’s decision to invest in any investment product. Investor should ensure to understand, accept the identities of different parties and the roles that they play in relation to the various investment products.
Disclaimer: The Federal Bank Ltd. is having a referral arrangement with Equirus Wealth Private Limited (“EWPL”) for providing wealth management services to the customers. The referral service provided by The Federal Bank Limited under the arrangement is carried out strictly on a non-risk participation basis. EWPL is a distributor of third-party Investment products and has AMFI Registration No ARN-148616. Investment Products are subject to market/investment risks, including the possible loss of the principal amount invested. Past performance is not indicative of future results. Prices/invested sum is subject to market risks which may result in appreciation or depreciation. The ownership of any investment decision shall solely vest with the investor, who shall make such decisions after analyzing all possible risk factors and by exercise of his / her / its independent discretion and Federal Bank Ltd shall not be liable or held liable for any consequences thereof. The Investor investing in investment products acknowledges that: (i) the third-party product provider may invest in products denominated in non-local currency; (ii) there could be risk of exchange rate fluctuations, which may result in loss of principal or erosion of value of investment. The details shared does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. Please exercise diligence by reading and understanding the Key Information Memorandum / Scheme Investment Document & Statement of Additional Information / Term Sheet / Prospectus carefully before investing and no claim whatsoever shall be made against The Federal Bank Ltd. or any of its affiliates and / or employees claiming any influence / recommendation / advice / responsibility / liability regarding your decision to invest in any investment product. Investor should ensure to understand, accept the identities of different parties and the roles that they play in relation to the various Investment Products. The sole purpose of this communication is to inform, and it is in no way intended to be a recommendation, offer or solicitation to purchase or sell any security or other investment product or service, or to attract any funds or deposits. Although information in this communication has been obtained from sources believed to be reliable, Federal Bank and its affiliates do not guarantee its accuracy or completeness and accept no liability for any direct or consequential losses arising from its use. Any person considering an investment should seek professional advice on the suitability or otherwise of the investment.