Manage client mutual fund accounts, initiate transactions, and track business performance. This app streamlines client onboarding, meeting scheduling, and team management for financial professionals.
5.9.1
October 7, 2026
1. Enhancements to the Same-Day SIP journey 2. Improved cart experience for saved transactions 3. Bug fixes and performance improvements
MoreSBI MF Mitra is a comprehensive app for SBI Mutual Fund, State Bank of India, and Regional Rural Bank stakeholders to manage client mutual fund accounts, initiate transactions, and track business performance.
Yes, SBI MF Mitra allows for bulk transaction initiation, enabling you to process transactions for multiple investors in a single go.
Yes, the app features an 'Edit SIP' functionality that allows you to make modifications to running SIPs without needing to cancel and re-register them.
SBI MF Mitra includes an IPV KYC process that simplifies client onboarding by allowing proper document uploading, helping to avoid rejections.
No, the application does not contain advertisements.
SBI MF Mitra is available for iPhone, iPad, and iPod devices.
The latest version of SBI MF Mitra is 5.8.9, which was last updated on August 19, 2026. This indicates a history of regular updates.
While specific security protocols are not detailed, the app is designed for financial management by a reputable institution, suggesting security measures are in place for transactions and client data.
