SBI Funds Management Private Limited Apps

SBI Savings Fund by SBI Mutual Fund We are all faced with a typicalproblem where we have money which is not required for immediate usebut also we do not want to block in investment having lock in etc.This money is typically held for some future expenditure, or as acontingency fund, or may be held for the purpose of making aninvestment at the right opportunity. This money needs to bedeployed in such a way that it can generate better returns with lowvolatility, but with high liquidity. Funds falling under thedefinition of liquid fund and ultra-short term fund fit into thiscriteria. Such funds endeavor to provide an intermediate cashmanagement solution. Ideal investment horizon is in between 1 monthto 6 months. SBI Savings Fund seeks to generate returns byinvesting in short term floating rate corporate bond securities,debentures etc. with maturities not exceeding 3 years.

An app to track your PMS portfolio’s with SBI FundsManagementPrivate Limited (SBI Funds). Developed for customers andAdvisorsof SBI Funds PMS. The SBI Funds PMS app is a quick,convenient andefficient app that allows existing investors to viewtheir PMSinvestments on the go. With the SBI Funds PMS app you canview thefollowing reports : ■ Portfolio holding reports ■PortfolioPerformance Report ■ Transaction Report Here are a fewreasons asto download the SBI Funds PMS app ■ Quick & Easyaccess to yourinvestments Register for the online portal using yourregisteredemail id. ■ Favourite Reports Quick access to yourfavouritereports in just a few clicks. This is not all! We have alot morefeatures lined up, to help you track your PMS investments.Downloadthe app today !!! (Available only for existing PMSInvestors)

Mitra is a digital relationship manager for State Bank ofIndia(SBI) employees for information on SBI Mutual Funds. Mitraalsohelps SBI employees service customers of SBI with mutualfundinvestments. Sales enablement: - Alerts on home page forSIPrenewals and maturing closed ended funds - Information on onefundevery day on the home page to know your funds - Find the rightfundfeature to help you identify the right fund based on investorsneed- Use tools and calculators to help customers in financialplanningService enablement: - Search for customers who haveinvested in SBImutual fund schemes, get latest NAV, current valueof investmentsetc. Performance tracking: - Find out performance ofall ACEs (AMFIcertified employees of State Bank of India) in SBIbranches,updated on a daily basis!

Uncomplicate your mutual fund investments with invesTap - a mutualfund investment app by SBI Mutual Fund. Heralding a new era ofmobile investments, SBI MF invesTap is a quick, convenient andefficient app that allows investors to manage investments on thego. InvesTap provides daily NAV updates on Mutual Fund NAVs andinvestor's portfolio performance enabling investors to plan andinvest effectively. With invesTap you can now ■ Invest in MutualFunds instantly - All you need is your PAN to start yourinvestments ■ Get a holistic view of your mutual fund investments ■Start your SIP as early as 5 days Here are a few reasons as to whyis invesTap a good choice for your mutual fund investments ■ Quick& Easy access to your investments Set a 6 digit MPIN or simplyrequest for an OTP each time you login and bid adieu to the hassleof maintaining multiple passwords. ■ Favourite Transactions Markyour frequent investments such as your tax saving plans asfavourites and re-invest in them in just a few clicks. ■ MultipleInvestment Options Apart from NetBanking you can also invest in SBImutual fund thorugh UPI accounts and One Time Mandates. ■ OnlineOTM Registration Register a One Time Mandate online and start yourSIP plans as early as 5 days from the current date. ■ InteractiveProduct Page Get access to detailed information about each of ourMutual Fund schemes. The NAV graph helps you track the NAV of eachscheme over the past 5 years and monitor returns of each scheme. ■SIP calculator Estimate your SIP returns through our SystematicInvestment Plan performance calculator, simply select theinvestment duration and the installment amount to get an estimateof what your investments would have amounted to today basis theschemes past performance. This is not all! We have a lot morefeatures lined up, to help ease the mobile investment process.Download the app today and get started with your SystematicInvestment Plans!

SBIMF Partner App is an easy to use mobile solution forourempanelled distributors. They can easily handle various mutualfundaccounts of their clients by using this mutual fund advisorapp.With SBI Mutual Fund Partner App, our distributors(IndependentFinancial Advisors) can stay connected to their clientswithout anyhassle. SBI MF Partner App will help IFA’s to invest inmutualfunds for their clients in the most effective manner.Download thismutual fund distributor app today! How does SBIMFPartner App workand what are its benefits for mutual funddistributors? • Onlineregistration - Independent Financial Advisors(IFAs) empanelledwith SBIMF need to register on app with just theirARN code, EmailAddress, and PAN • They can start using the app forfurthertransactions • Complete mutual fund transaction journey isdigital.Mutual Fund Distributor can initiate the transaction on theapp anda link will be sent to investor to complete the transaction• IFAsget the update once an investor completes a transaction •There isno hassle of paperwork Key Features of SBIMF Partner Appfor MutualFund Distributors (Independent Financial Advisors): 1.ViewReal-Time Dashboard – It provides an option to view real-timeanddetailed dashboards such as: Business with SBIMF - Showinggrosssale, AUM, Investment Breakup etc. Market Overview - Benchmarkyourperformance with market performance Brokerage from SBIMF -Latestpaid brokerage & its breakup, brokerage trend etc. 2.CompleteCustomer On-boarding – Generate zero balance folio for KYCcompiledinvestors. You can generate a folio, without putting—orcommit toput—any money at that time. You can then put money in itin thefuture after a month or two 3. Get a holistic view ofInvestors –SBIMF Distributor can easily view the PAN levelinformation of theinvestors along with their complete foliodetails. You can updatethe investor information, download accountstatement, etc. by usingthis SBIMF distributor app 4. InitiateMutual Fund Transaction –SBI Mutual Fund Distributor can initiatetransactions on the behalfof their investors. This includesperforming the mutual fundtransactions such as investment inLump-sum, SIP, Switch, Redeem,STP & SWP 5. Mutual FundTransaction History – You can checkthe history of mutual fundtransactions done for your clients 6.Sales Support & Collateral– With SBI Mutual Fund Partners App,you can create & downloadbranded brochure with their logo.Download marketing collateral& prefilled forms. You can alsogenerate sales URL 7. CreateProfile for each EUIN – SBIMFdistributors can create a profile foreach EUIN which will be usedfor initiating mutual fund transactions8. OTP based EUIN ProfileLogin – This app provides a facility tologin into EUIN profilescreated by the ARN using online OTP. Thiswill help in easy accessto EUIN profile. How is it different fromother apps? • The appprovides the benchmarking of your performancewith Industryperformance • OTP based EUIN profile login – You caneasily accessEUIN profile by login using online OTP SBIMF Partneris one of themost comprehensive mutual fund advisor app fordistributors. It isan online mutual fund platform for IFA(Independent FinancialAdvisor). By using this financial advisorapp, mutual funddistributors can easily manage the transactions oftheir investors.Download SBIMF Partner App today!

We all have excess cash at some point of time in our bankaccountswhich we don’t need in near future. Keeping this excesscash idleis not a wise thing. This excess cash needs to be deployedin sucha way that it can earn decent returns with very lowvolatility butwith high liquidity. Liquid fund fits into thiscriterion. Liquidfund endeavors to provide short term cashmanagement solution.Investors having short term excess cash caninvest the monies inliquid fund. Liquid fund invests in securitieswith residualmaturity less than 91 days. Liquid fund endeavors toprovidereturns in line with short term money market securities withlowvolatility & high liquidity. Ideal investment horizon inliquidfund is between 1 day to 1 month.

Mutual Fund Investment App for partners