SBI Mutual Fund WhatsApp Assistant -
Add 9833657657 to your WhatsApp contacts

SBI Mutual Fund WhatsApp – now you can invest, switch, start an SIP/STP/SWP, get statements, locate a branch, check NAVs, Factsheets, plan your investments and more using WhatsApp!
Just send ‘Hi’ from your registered mobile number to SBI Mutual Fund WhatsApp Number 9833657657 or click here

 
 
  • Latest Portfolio Valuation
  • Check NAV of schemes
  • Get Account Statement
  • Get Capital Gains/Loss Statement
  • Start a Systematic Investment Plan (SIP)
  • Do a Lumpsum/One-Time Investment
  • Switch, STP & SWP transactions
  • Locate a nearby branch
  • SIP Calculator
  • Save the number 9833657657 on your phone
  • Send a message Hi using WhatsApp to the above number from your phone number registered on SBI Mutual Fund folio
  • Enter your PAN number to do a one-time validation.
  • Select any of the options from the menu such as Purchase or SIP. You can enter menu numbers such as 1,2,3 as mentioned or even type free text e.g. purchase
  • SBI Mutual Fund WhatsApp will guide you through selection of scheme, amount etc.
  • Once you select/enter all the desired information, SBI Mutual Fund WhatsApp will generate a secure link. This link will be displayed on the screen and will also be sent on your registered email ID and mobile (SMS).
  • Click on the link and you will be re-directed to SBI Mutual Fund Website for a secure transaction. The journey henceforth will be on SBI Mutual Fund Website.
  • Check all the details that were entered in the SBI Mutual Fund WhatsApp bot earlier.
  • Accept the T&C and then enter your banking details.
  • Transaction done instantly.

You need to have WhatsApp installed on your phone. The number from which you will chat with us has to be the same one that is registered with us i.e. on your folio.

To update your latest mobile number, click here. Please note that to update your mobile number, your will get an OTP on your registered email ID and vice-versa. If neither mobile or email is updated, submit a written request to your nearest SBI Mutual Fund branch or advisor.

This is a free service from SBI Mutual Fund. Your data charges might apply.

WhatsApp is an end to end encrypted channel. SBI Mutual Fund WhatsApp bot does not ask for any PIN, Password or Banking details. All transactions eventually happen on SBI Mutual Fund website only.

Yes. You can use the bot to locate our branches, Check NAVs, Download Factsheets, plan your investments using the SIP Calculator etc. However, transactions and statements are only for existing SBI Mutual Fund customers.

SBI Mutual Fund WhatsApp is constantly learning to handle various queries. If you find that the bot is not solving your query, please reach out to SBI Mutual Fund customer service through other channels. click here to know more.​