# SBI MF Mitra

> Financial tool for managing client mutual funds, transactions, and business operations. (iPhone/iPad app by SBI Funds Management Limited.)

- Source: https://appshunter.io/ios/app/sbi-mf-mitra/id1129186942 (this page in markdown: same URL + `.md`)
- Developer: [SBI Funds Management Limited](https://appshunter.io/developer/1076080514)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 92 MB
- Languages: American English
- Released: 2016-07-01
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sbi-mf-mitra/id1129186942/reviews.md

## What is SBI MF Mitra?

The whole new SBI MF Mitra App is designed to provide SBI Mutual Fund, State Bank of India (SBI) and Regional Rural Bank (RRB) stakeholders with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive app that enables our Partners/Relationship Manager to stay connected with their clients seamlessly. With the new SBI MF Mitra App, our Partners/Relationship Manager 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. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips

2. Bulk Transaction - You can now initiate transactions for multiple investors in a single go

3. 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

4. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts

5. 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!

6. Planner - This lets you add your meetings and tasks on the go and set reminders for the same

7. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones

8. 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

9. Business Insights - View all your Business data in single view

10. 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 SBI MF Mitra App is a must-have tool for our Partners/Relationship Manager as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.

 

Download the SBI MF Mitra App today to enjoy its many benefits.

 

Happy Selling!

SBI Mutual Fund

## Key features

- Smart Dashboard with actionable insights
- Bulk transaction initiation
- Edit existing SIPs
- Smart checkout with auto-selected payment
- Transaction history and link sharing
- Meeting and task planner with reminders
- Initiate non-financial transactions
- IPV KYC for client onboarding

## Recent user reviews (10 of 15)

All indexed reviews: https://appshunter.io/ios/app/sbi-mf-mitra/id1129186942/reviews.md

### 1/5 — Worst app

*2025-11-24*

Extremely poor

### 5/5 — Nice

*2025-11-24*

Nice

### 5/5 — Awesome app

*2024-03-07*

Very good app to manage MF transactions

### 1/5 — Not good app

*2022-04-02*

Very poor app not working proper 
Customer detail search very time taking process

### 1/5 — The app is getting blank

*2021-07-18*

White screen is appearing after tapping the app to login. Please do necessary update so that we can normal business as earlier through mitra app. As it is hampering our customer service

### 1/5 — Not Working

*2021-04-09*

Despite so many updates, it never works on iPhone... always the same error: FAIL...
The app is a Failure for iOS devices

### 5/5 — Cant enable face unlock

*2021-04-06*

Unable face unlock, put user name and password every time when try to login when ask for face unlock it shows fail to biometric capture fails

### 1/5 — Unable to login

*2021-03-01*

Whenever i try to login it gives the error incorrect user id .

### 2/5 — bugs in Face ID unlock and Trusted Device issue

*2020-06-09*

Face Unlock showing error and Adding device as trusted device also showing error. Need to login repeatedly which is annoying. Kindly fix bugs in upcoming updates

### 3/5 — Unable to create folio

*2019-01-01*

I cant able to create folio.the message it drop is the investor must be above 18+.it says for every customer above 18 year of age.please resolve this query

## Frequently asked questions about SBI MF Mitra

### What is SBI MF Mitra used for?

SBI 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.

### Can I manage multiple client transactions with SBI MF Mitra?

Yes, SBI MF Mitra allows for bulk transaction initiation, enabling you to process transactions for multiple investors in a single go.

### Does SBI MF Mitra support editing existing SIPs?

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.

### How does SBI MF Mitra help with client onboarding?

SBI MF Mitra includes an IPV KYC process that simplifies client onboarding by allowing proper document uploading, helping to avoid rejections.

### Does SBI MF Mitra have ads?

No, the application does not contain advertisements.

### What devices can I use SBI MF Mitra on?

SBI MF Mitra is available for iPhone, iPad, and iPod devices.

### How often is SBI MF Mitra updated?

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.

### Is SBI MF Mitra secure for financial transactions?

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.

## Version history (last 5 releases)

### 5.8.9 — 2026-08-19

1. Nominee Regulatory Changes
2. Bug Fixes and Performance Improvements: We have resolved issues and improved the app for a faster and smoother experience.
If you are enjoying the Partner App, please consider leaving a rating or review.

### 5.8.8 — 2026-08-08

Bug fixes.

### 5.8.7 — 2026-07-28

We’ve made some exciting updates to enhance your experience on the Mitra App!
 
Bug Fixes and Performance Improvements

Enjoy a faster, more stable, and more reliable app. We’re continuously working to make the Mitra App smarter and more helpful.
If you’re enjoying the app, please consider leaving a rating or review. Your feedback helps us improve!

### 5.8.6 — 2026-07-15

Bug Fixes.

### 5.8.5 — 2026-07-07

We’ve made some exciting updates to improve your experience on the Mitra App!
1. Enhanced SIF Journey 
2. Enhanced Payment options
3. Bug Fixes & Performance Improvements

Enjoy a quicker, more stable, and reliable app. We are constantly working to Mitra App smarter and more helpful.
If you’re enjoying the app, please consider leaving a rating or review your feedback help us improve!

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## More apps by SBI Funds Management Limited

- [SBI Mutual Fund-InvesTap Nxt](https://appshunter.io/ios/app/sbi-mutual-fund-investap-nxt/id1076080515)
- [SBI MF Partner](https://appshunter.io/ios/app/sbi-mf-partner/id1140082754)
- [SBI FUNDS PMS](https://appshunter.io/ios/app/sbi-funds-pms/id1483021254)
- [SBIMF InvestEasy](https://appshunter.io/ios/app/sbimf-investeasy/id1501155625)
- [SBI MF Darpan](https://appshunter.io/ios/app/sbi-mf-darpan/id6504757765)

All apps by SBI Funds Management Limited: https://appshunter.io/developer/1076080514

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-28.*