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SBI MF Partner

SBI MF Partner

by SBI Funds Management Limited

11 ratings
17 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • September 3, 2016
  • July 15, 2026

Features

Developer

SBI Funds Management Limited
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SBI MF Partner screenshot #1 for iPhone
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SBI MF Partner screenshot #6 for iPhone
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About

This application streamlines mutual fund distribution for financial advisors. It allows for client account management, transaction processing, business planning, and team coordination, all without paperwork.

✓Online empanelment
✓Bulk transaction processing
✓Edit SIP functionality
✓Smart dashboard with insights
✓Planner for meetings and tasks
✓Non-financial transaction initiation
✓IPV KYC for client onboarding
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+1

What's New in SBI MF Partner

12.0.2

July 15, 2026

Bug fixes

User reviews

Most RecentHighest RatedLowest Rated

Severe Bug

There’s a severe bug in this app which setting up OTM for a client. That popup window moves out of the screen which keyboard opens up for writing client’s VPA address. Kindly resolve this issue asap. Causing inconvenience while onboarding client.
gopi.r.kgopi.r.k

Best app in AMC s and improving. Keep it up .

Best of all.
Rakesh joshiRakesh joshi

.

One of the best MF App, everything can be managed through this app. And the best part is its getting better day by day.
Victor Biswas11Victor Biswas11

A must have app for MFD/RIA

Everything under 1 roof.

Initiate Transaction, Lumsum, SIP, Pause SIP, Stop SIP, TOP-up SIP, SWP, Edit SIP.

OTM registration with Aadhar/Debit card.

Multiple scheme purchase under 1 go.

Statements - Capital gains, Transaction.

KYC can also be done, if investors Aadhar is linked with Mobile no.

Business- We actually can enhance our business with this app.

NFT- Email id/ Mobile, Bank a/c , Nominee
All can be updated
Show more
RanglarRanglar

App not working

Wrost experience ever of SBI DISTRIBUTOR APP
SharmachemSharmachem
See 12 more reviews

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FAQ

What is SBI MF Partner used for?

SBI MF Partner is a comprehensive application designed for Mutual Fund Distributors (MFDs) to manage their clients' mutual fund accounts, process transactions, and oversee their business operations efficiently.

How does SBI MF Partner help with client onboarding?

SBI MF Partner simplifies client onboarding through an easy IPV KYC process, allowing for proper document uploading to avoid rejections and gain an edge in onboarding new clients.

Can I manage multiple client transactions at once with SBI MF Partner?

Yes, SBI MF Partner supports bulk transaction processing, enabling you to initiate transactions for multiple investors in a single go, saving time and effort.

What kind of business insights does SBI MF Partner offer?

SBI MF Partner provides a Smart Dashboard with actionable insights at your fingertips and allows you to view all your business data in a single view for better decision-making.

Does SBI MF Partner require paperwork for transactions?

No, SBI MF Partner aims to eliminate paperwork. You can invest in Mutual Funds for your clients without any paperwork and initiate most non-financial transactions as easily as financial ones.

How does SBI MF Partner assist with managing meetings and tasks?

The Planner feature in SBI MF Partner lets you add your meetings and tasks on the go and set reminders for them, helping you stay organized and on schedule.

Is SBI MF Partner available on multiple devices?

Yes, SBI MF Partner is available on iPhone and iPad, making it accessible for distributors to manage their business from various Apple devices.

How often is SBI MF Partner updated?

The latest version of SBI MF Partner is 11.9.5, and it was last updated on March 23, 2026, indicating regular updates to enhance functionality and user experience.