SBIMF Partner
SBI Funds Management Private Limited - Nov 17, 2017

Description

SBIMF Partner by SBI Mutual Fund

SBIMF Partner is a dedicated mobile solution for our partners enabling them to stay connected with their clients throughout.

The app allows our partners to:

View complete MIS
A dashboard showing gross sale, AUM, Investment Breakup etc.

Onboard Customer
Generate a zero balance folio for KYC complied investors.

Initiate Transaction
Initiate transactions on behalf of investors.

Create profile for each EUIN
SBIMF partners can create a profile for each EUIN that will be used while initiating transactions.

Group management
Create groups based on investor behaviour/type and use these groups while initiating transactions, sharing articles, videos etc to multiple investors.

NAV Alerts
Receive email and in app notifications for NAV alerts set by you.

Fund Finder
Browse through SBIMF funds using filters.

Learn More

Additional information

Updated
Size
Downloads
Current Version
Requires Android
Nov 17, 2017
7.7MB
0
2.0
Android 4.1.2 or higher

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