SBI MF Partner

SBI Funds Management Limited

About this app

The whole new SBIMF Partner App is designed to provide the Mutual Fund Distributors with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive Mutual Fund Distribution app that enables Mutual Fund Distributors (MFDs) to stay connected with their clients seamlessly. With the new SBIMF Partner App, MFDs can not only invest in Mutual Funds for their clients in the most effective manner without any paperwork but also manage their Transactions, Business, Meetings and Teams in a much better way.

The key features of the app include –

1. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds
2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN
3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips
4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go
5. Edit SIP – Now, no need to cancel and re-register the existing SIP separately. Use our Edit SIP functionality to make any modifications in the running SIPs
6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts
7. Transaction History - You can also check the status of all your transactions in one place and to top it off, access and share the initiated links with your investors anytime!
8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same
9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones
10. IPV KYC - Our easy IPV KYC process lets you get an edge in onboarding new clients and staying ahead by uploading documents properly and avoiding rejection
11. Business Insights - View all your Business data in single view
12. Manage Teams - Now you can assign your investors to a particular team member. Make them part of a group for better serviceability

And many more…

To summarize, the new SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.

 

Download the SBIMF Partner App today to enjoy its many benefits.

 

Happy Selling!

SBI Mutual Fund

Ratings and reviews

After otp authentication users are facing issues like that page continuously loading, loading for 1-2 hours investor have no time for 1-2 hours to authorise please do something

I really like the app GUI. it is also easy to use.please add investors recent transactions history of SIP as well as lumpsum.

Not working at all. Today while logging in, it showed new updates are available, kindly update it, after doing the same, this app is not allowing to view any client details, its not opening. Please try to make a good app, from very beginning it is not up to date, after so many years, SBIMF cant even arrange a good and perfect app for distributors. Its really disappointing. Instead of using your AMC app, we are using 3rd party apps, ehich are far better then yours. Do something for your repo.

What’s new

We’ve made some exciting updates to improve your experience on the Partner App!
1. Enhancements to the empanelment journey
2. Same-Day SIP Added : You can now create SIPs and get started the very same day.
3. Bug Fixes & Performance Improvements

Please consider leaving a rating or review your feedback help us improve!