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SBI MF Partner

Name: SBI MF Partner
Availability: InStock
Rating: 4.78 (1 reviews)

Empower your advisory business with paperless empanelment, smart business insights, and seamless client onboarding. Manage your Indian Mutual Fund portfolios from the USA with the efficiency and trust of India's leading fund house.

Key Figures

Downloads

User Rating

4.8/5

Total Ratings

Publisher

SBI Funds Management Limited

Empower Your Global Advisory

Scale your business and manage Indian Mutual Fund portfolios from anywhere in the world with a comprehensive, paperless digital suite designed for professional excellence.

Seamless Digital Onboarding

Onboard clients and complete IPV KYC instantly from the USA without a single piece of physical paperwork or geographic friction.

Actionable Business Insights

Monitor your growth and track AUM through a sophisticated, data-driven dashboard built for the high-end expectations of professional advisors.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

SBI MF Partner - SBI MF Partner app interface for generating custom investor links — SBI MF Partner app interface for generating custom investor links

SBI MF Partner - A screenshot of the SBI MF Partner app dashboard featuring client-centric business insights and quick action widgets. — A screenshot of the SBI MF Partner app dashboard featuring client-centric business insights and quick action widgets.

SBI MF Partner - SBI MF Partner mobile app interface showing various features like Business, Statements, and Transaction History — SBI MF Partner mobile app interface showing various features like Business, Statements, and Transaction History

SBI MF Partner - SBI MF Partner app business dashboard displaying sales insights and performance trends — SBI MF Partner app business dashboard displaying sales insights and performance trends

SBI MF Partner - A mobile interface for the SBI MF Partner app showing auto payment mode selection and a swipe to initiate transaction button for faster checkout — A mobile interface for the SBI MF Partner app showing auto payment mode selection and a swipe to initiate transaction button for faster checkout

SBI MF Partner - Mobile interface of the SBI MF Partner app displaying bulk transaction features for mutual fund distributors — Mobile interface of the SBI MF Partner app displaying bulk transaction features for mutual fund distributors

Description

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