Screenshots

Description

SBIMF Partner App is an easy to use mobile solution for our empanelled distributors. They can easily handle various mutual fund accounts of their clients by using this mutual fund advisor app. With SBI Mutual Fund Partner App, our distributors (Independent Financial Advisors) can stay connected to their clients without any hassle. SBI MF Partner App will help IFA’s to invest in mutual funds for their clients in the most effective manner. Download this mutual fund distributor app today!

How does SBIMF Partner App work and what are its benefits for mutual fund distributors?

• Online registration - Independent Financial Advisors (IFAs) empanelled with SBIMF need to register on app with just their ARN code, Email Address, and PAN
• They can start using the app for further transactions
• Complete mutual fund transaction journey is digital. Mutual Fund Distributor can initiate the transaction on the app and a link will be sent to investor to complete the transaction
• IFAs get the update once an investor completes a transaction
• There is no hassle of paperwork

Key Features of SBIMF Partner App for Mutual Fund Distributors (Independent Financial Advisors):

1. View Real-Time Dashboard – It provides an option to view real-time and detailed dashboards such as:
Business with SBIMF - Showing gross sale, AUM, Investment Breakup etc.
Market Overview - Benchmark your performance with market performance
Brokerage from SBIMF - Latest paid brokerage & its breakup, brokerage trend etc.

2. Complete Customer On-boarding – Generate zero balance folio for KYC compiled investors. You can generate a folio, without putting—or commit to put—any money at that time. You can then put money in it in the future after a month or two

3. Get a holistic view of Investors – SBIMF Distributor can easily view the PAN level information of the investors along with their complete folio details. You can update the investor information, download account statement, etc. by using this SBIMF distributor app

4. Initiate Mutual Fund Transaction – SBI Mutual Fund Distributor can initiate transactions on the behalf of their investors. This includes performing the mutual fund transactions such as investment in Lump-sum, SIP, Switch, Redeem, STP & SWP

5. Mutual Fund Transaction History – You can check the history of mutual fund transactions done for your clients

6. Sales Support & Collateral – With SBI Mutual Fund Partners App, you can create & download branded brochure with their logo. Download marketing collateral & prefilled forms. You can also generate sales URL

7. Create Profile for each EUIN – SBIMF distributors can create a profile for each EUIN which will be used for initiating mutual fund transactions

8. OTP based EUIN Profile Login – This app provides a facility to login into EUIN profiles created by the ARN using online OTP. This will help in easy access to EUIN profile.

How is it different from other apps?

• The app provides the benchmarking of your performance with Industry performance
• OTP based EUIN profile login – You can easily access EUIN profile by login using online OTP

SBIMF Partner is one of the most comprehensive mutual fund advisor app for distributors. It is an online mutual fund platform for IFA (Independent Financial Advisor). By using this financial advisor app, mutual fund distributors can easily manage the transactions of their investors. Download SBIMF Partner App today!

What’s New

Version 3.6

1. Track Systematic transactions and initiate cancellation request.
2. Share your feedback and comments
3. Set NAV alerts for your favorite schemes

Ratings and Reviews

3.7 out of 5
7 Ratings

7 Ratings

Information

Seller
SBI FUNDS MANAGEMENT PRIVATE LIMITED
Size
39 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2016 SBI MUTUAL FUND
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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