# SBI MF Partner

> Mutual fund distribution management app for financial advisors. (iPhone/iPad app by SBI Funds Management Limited.)

- Source: https://appshunter.io/ios/app/sbi-mf-partner/id1140082754 (this page in markdown: same URL + `.md`)
- Developer: [SBI Funds Management Limited](https://appshunter.io/developer/1076080514)
- Category: Finance
- Price: Free
- Rating: 4.90/5 from 11 App Store ratings · 17 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 105 MB
- Languages: American English
- Released: 2016-09-03
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sbi-mf-partner/id1140082754/reviews.md

## What is SBI MF Partner?

The whole new SBIMF Partner App is designed to provide the Mutual Fund Distributors with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive Mutual Fund Distribution app that enables Mutual Fund Distributors (MFDs) to stay connected with their clients seamlessly. With the new SBIMF Partner App, MFDs 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. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds
2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN
3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips
4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go
5. 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
6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts
7. 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!
8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same
9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones
10. 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
11. Business Insights - View all your Business data in single view
12. 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 SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.

Download the SBIMF Partner App today to enjoy its many benefits.

Happy Selling!
SBI Mutual Fund

## Key features

- 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

## Recent user reviews (10 of 17)

All indexed reviews: https://appshunter.io/ios/app/sbi-mf-partner/id1140082754/reviews.md

### 2/5 — Severe Bug

*2025-10-24*

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.

### 5/5 — Best app in AMC s and improving. Keep it up .

*2024-10-20*

Best of all.

### 5/5 — .

*2024-09-07*

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

### 5/5 — A must have app for MFD/RIA

*2024-08-22*

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

### 1/5 — App not working

*2024-08-04*

Wrost experience ever of SBI DISTRIBUTOR APP

### 1/5 — Account Statement not generating investment and current value

*2024-06-22*

Full statement is not getting generated for investors with investment value and current value . Need a Fix it on priority

### 5/5 — Very handi app. Easy to use. Good

*2024-03-27*

Great

### 5/5 — Transaction

*2023-10-05*

Very very easy to use
Excellent service

### 5/5 — Invest

*2023-10-05*

It is very convenient for all to research and invest

### 5/5 — Work made easy

*2023-04-13*

Easy to use

## Frequently asked questions about SBI MF Partner

### 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.

## Version history (last 5 releases)

### 12.0.6 — 2026-08-27

Bug fixes

### 12.0.5 — 2026-08-19

1. Introducing Prospect Leads: Be among the first distributors in your locality to receive investor leads.
2. Nominee Addition: You can now easily add a nominee through the Partner App.
3. Nominee Regulatory Changes

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.

### 12.0.4 — 2026-08-12

Bug fixes

### 12.0.3 — 2026-07-28

We’ve made some exciting updates to enhance your experience on the Partner App!
 
1. Bug Fixes and Performance Improvements.
2. Enjoy a faster, more stable, and more reliable app. We’re continuously working to make the Partner App smarter and more helpful.
If you’re enjoying the app, please consider leaving a rating or review. Your feedback helps us improve!

### 12.0.2 — 2026-07-15

Bug fixes

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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 Mitra](https://appshunter.io/ios/app/sbi-mf-mitra/id1129186942)
- [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

## Related topics

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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.*