SBIMF invesTap – An app for investors

Heralding a new era of mobile-ready investments, SBI MF invesTap is an intuitive, easy to use app that lets you perform all financial transactions on-the-go. You can browse through funds, plan for your financial goals, register, invest, switch, redeem and track performance to speed-up the journey to your dream life.

Family Solution Tool:   With the Family Solution Tool, you can achieve your financial goals by getting the right investment plans, performing a risk appetite check and investing accordingly.

Notifications and Schedule Transactions:   With SBI MF invesTap, you get real-time alerts and notifications to keep track of fund NAVs, and also have the option of scheduling your transactions to get notifications at a later date to complete the transaction.

Receive a Call:   While you invest, switch, redeem, and complete other transactions, you can use the Receive a Call facility to get all the help you need, at just the right time.

Watch and Compare:   SBI MF invesTap lets you create a watch-list of funds and also compare up to 3 funds. These features help you to take sound investment decisions, maximise returns and meet your financial goals.

 

Knowledge Series:   Stay updated and informed with SBI MF invesTap’s robust and comprehensive Knowledge Center that includes categorised insight sections like CIO’s Desk and Market Commentary, in addition to informative videos.

Get invesTap on your phone now. It’s a smart investor’s best friend – anytime, anywhere. ​​​​

SBIMF Partner - An app for Distributors​

SBIMF Partner is an exclusive mobile application for our distributors. The app provides real time dashboard of key information and updates at your fingertips. The key features of the app are :

 

Customer Onboarding:  Generating a folio for your KYC complied investors through the app is now quick and easy.

Dashboard:  View gross sales from the last 4 months to date. View AUM, top 5 schemes sold and investment breakup (SIP vs Lump sum).

Initiate Transaction:  Initiate a purchase, redemption or switch request for your investors. Investors will receive an alert via an email, SMS and a notification on invesTap and web portal.

Alert Engine:  Set NAV alerts to receive NAV alerts for schemes via e-Mail and in app.

Group Management:  Segment your investors based on behaviour, transaction value, net worth and so on to initiate transaction or share content to an entire group in one go.

Notifications:  Receive notifications on research reports, notices, addendums, dividend declaration, NFOs and so on.

Download app now. ​​

SBI Savings Fund – An a​pp to power your savings​

SBI Savings Fund App is a first of a kind app developed only for one fund, SBI Saving Fund. The app allows the investor to invest in the SBI Savings Fund in a quick and hassle-free way. The key features of SBI Savings Fund app are:

Folio Generation:  Investor can generate a folio through the app and start investing on the go.

Transactions:  The apps allows the investor to purchase, redeem or start an SIP in SBI Savings Fund in a very easy and convenient way.

Branch Locator:  Investor can easily locate an SBIMF branch through the app.

Social Login:  Investor can log into the app with their social network sites (Facebook, Twitter, Google+) login credentials.

Receive Assistance:  Investor can request for assistance and will immediately receive a call from customer care.

​Go ahead and pick the smarter option. Download app now. ​​

 
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