Register Now

How to register



Register Now (For existing investors only)

If you are an existing individual investor (zero balance folios) KYC compliant investor and have an email id registered in your folio please click here to generate a FPIN.

If you have already received the FPIN, please click here to create your user id and password.



Generate a Folio (For new investors-Individual)

We thank you for your interest in SBI Mutual Fund. To start investing in SBI Mutual Fund schemes please follow the following steps:

For KYC complied investors:

  • Download the key information memorandum and common application form:
  • Submit the duly signed application form to our nearest branch, click here for branch locations
  • Submit a cancelled cheque (for zero balance folio) or a cheque with investment amount along with the application form
  • Submit a self-attested copy of your PAN card and KYC complied status from any KRA. click here to check your KYC status
  • If you want to invest through SIP mode please submit SIP/ECS Bank Mandate form along with the application form. Click here to download SIP/ECS Bank Mandate form

For investors who have not completed the KYC process:

  • Download the key information memorandum and common application form:
  • Submit the duly signed application form to our nearest branch, click here for branch locations
  • Submit a cancelled cheque (for zero balance folio) or a cheque with investment amount along with the application form
  • Submit a self-attested copy of your PAN card and duly signed KYC form with mandatory documents and a photograph, click here to download the KYC form
  • If you want to invest through SIP mode please submit SIP/ECS Bank Mandate form along with the application form. Click here to download SIP/ECS Bank Mandate form
  • Submit duly signed KYC form with mandatory documents and a photograph click here to download the KYC form

How to Transact Online

Invest with Login:

You need to register on online investment platform once you receive the folio number and KYC status (in case of new investors who have submitted new KYC form) is verified. To register on this platform, an email id should be registered in the folio. Click here to invest.

Invest without Login:

Investors can also invest without any registration process using our Quick Purchase module which is available for all existing KYC complied investors. To use this module you will need to enter you Folio No and PAN only. Click here to invest.

In case of any assistance please call 1800 425 5425 or write to us at customerservice@sbimf.com