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
VERSION HISTORY
- Version 5.5 posted on 2020-10-27
Minor bug fixes. - Version 5.4 posted on 2020-10-15
We've added a new payment option for lumpsum investments. Your investor can now transfer funds through NEFT and you can initiate transaction for them with just few clicks. - Version 5.2 posted on 2020-09-15
You can now add alternate child details while creating folio for minor investor. - Version 4.8 posted on 2020-07-27
Now initiate transaction for your corporate clients And minor bug fixes. - Version 4.3 posted on 2020-04-23
Worried about liquidity in these testing times? Don't stop your SIP just pause it. Launching the Pause SIP facility and Daily STP. - Version 4.2 posted on 2020-02-28
Regulatory changes - KYC compliance mandatory for all financial and Non-financial transactions - Version 4.1 posted on 2020-01-24
Security enhancement and minor bug fixes. - Version 1.0 posted on 2016-07-15
Program Details
- Category: Business > Accounting & Finance
- Publisher: SBI Funds Management Private Limited
- License: Free
- Price: N/A
- Version: 5.5
- Platform: android