- Online Investment
- Offline Investment
- Partner Solutions
Online Mutual Fund Investing
The SBI Mutual Fund online portal is a quick, convenient and efficient tool that lets you carry out and manage your investments online, by offering a host of services and facilities.
Take a look at the features that make your online investments hassle-free
Get your KYC done
Secure and easy digital KYC simplifies the KYC procedure, making it easy for anyone to begin transacting. No documentation, no paperwork and no fuss! All you need is your PAN number and Aadhaar to register online. Click here to start your KYC Verification.
Plan & Invest
Shape your financial Goals with SBI Mutual Fund’s Investment Tools & Calculators. These tools do not just help in setting up a financial goal, but also offer potential solutions on how to meet your goals – be it making your first crore, saving tax each year, your dream vacation or your child’s education. Click here to get Started.
Get your Statement of Account
Get Details of all your active investments along with ‘Current Unit Balance’, ‘Current Valuation’, ‘Cost Value’. To get your statements, go to the home page, select I am an Existing Investor and click on ‘Get Statements’. Following statements are available – Account Statement, Capital Gains Statement & Smart Statement.
Non Financial Transactions
Update information registered against your folio with our Digital Non Financial Services. Update your phone number & E-mail ID on the go and digitally submit requests and documents to update other crucial information like bank account or nominees linked to a folio.
Your Customized page that gives you updates about your portfolio, your transactions, your watchlist and content curated exclusively for you basis your risk appetite. Login and Invest to View your ‘Personalized Dashboard’.
Instant Access Facility
Access your investments in SBI Liquid Fund within a very short period of time. The Instant Access Facility is exclusively available on the website and app. Investor’s can redeem upto 50,000 or 90% of the total invested amount instantly.
Offline Mutual Fund Investment Process
Get started with these simple steps to begin investing offline with us
Step 1Procure application and KYC form (if KYC procedure not completed) from website or any branch of SBI Mutual Fund or empaneled distributor office.
Step 2Fill the application/KYC (if applicable) form, provide necessary information i.e. name, address, PAN, email address, mobile number, etc. This email address and mobile number will be used for further communication, and can also be used to register for online transaction services.
Step 3Attach copies of relevant documents and submit them along with a cheque or demand draft of the desired investment amount.
Step 4Submit duly signed application/KYC (if applicable) form(s), with the cheque and all relevant documents, to any branch of SBI Mutual Fund or point of acceptance.
Step 5SBI Mutual Fund will then allocate and provide you a folio number for that particular investment. You will also receive an Account Statement, after the transaction is processed.
Step 6Contact a representative of SBI Mutual Fund or an empaneled distributor of SBI Mutual Fund.
M-Easy: A mobile Investment and SMS Alert Service By SBI
M-easy Mobile Investment Facility
Taking care of your investments and achieving your dreams is now easy. SBI Mutual Fund presents ‘m-Easy,’ a mobile investment facility which helps you Invest, Redeem and Switch from one scheme to another, via just an SMS. You can now manage your investments from any place, anytime.
How to Transact with M-Easy?
Registration is required for performing financial transactions. No registration is required to perform non-financial transactions.
Register for ‘m-Easy’ by filling in the Registration cum Debit Mandate Form. You can download the form by clicking on the appropriate link below.
For registration, scan and upload the duly filled and signed form along with a copy of your bank's cheque under the service request "mEasy Registration " in Non-Financial Transaction request page. No postage or physical submission of documents needed.
- Simple and convenient way to invest
- Facility to invest while on the move
- No paper work
- Instant confirmation of the transaction
|Terms and Conditions M-Easy Mandate- Regular Schemes
|Terms and Conditions M-Easy Mandate- Direct Schemes
Partner Portal and Apps
SBI MF Partner - An investment App / Portal 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:
Link to the Online Portal: partners.sbimf.com/