# SBNRI: NRI Mutual Fund & Tax — SIP, SWP, NRE/NRO & Tax Filing

> NRI investment platform for Indian mutual funds, real estate, and banking. (iPhone/iPad app by SBNRI TECHNOLOGIES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/sbnri-nri-mutual-fund-and-tax/id1537966413 (this page in markdown: same URL + `.md`)
- Developer: [SBNRI TECHNOLOGIES PRIVATE LIMITED](https://appshunter.io/developer/1517553827)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 4.60/5 from 958 App Store ratings · 48 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 234 MB
- Languages: American English
- Released: 2021-05-13
- Data updated: 2026-08-27
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/sbnri-nri-mutual-fund-and-tax/id1537966413/reviews.md

## What is SBNRI?

#1 NRI Investment App - Mutual Funds, SIP, SWP, Tax Filing, Digital Gold, PMS, AIF, and more. No minimum deposit. Fully digital.
AMFI Registered | Reg. No. 246671

NRI MUTUAL FUND INVESTMENT
* 4,000+ NRI-eligible mutual fund schemes across 30+ AMCs.
* Start SIP from Rs.100. Add SWP to create regular monthly income.
* NRI Mutual Fund KYC fully digital - Aadhaar and non-Aadhaar routes.
* Invest via NRE (repatriable) or NRO (non-repatriable) funds.
* Portfolio Analyzer labels every fund: Best Performing, Consistent or Needs Attention. Know exactly where to act.
* [COMING SOON] Dollar Mutual Funds via GIFT City - invest in India in USD, tax-free.

Fund houses: SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential,
Nippon India, Aditya Birla, UTI, Quant, Mirae Asset and 20+ more.

PMS, AIF & ALTERNATIVE INVESTMENTS
* Digital Gold - buy, invest, and redeem 24K pure gold digitally. Start from ₹1. No storage fees. Track live gold price in ₹ anytime.
* AIF (Alternative Investment Fund) - Category I, II & III, SEBI-regulated, curated for NRIs.
* PMS (Portfolio Management Services) - SEBI-registered, for HNI NRIs.
* [COMING SOON] GIFT City

NRI TAXATION & TAX FILING
* NRI ITR filing - salary, rental income, capital gains, and dividends all covered.
* DTAA advisory to avoid double taxation between India and your resident country - USA, UK, UAE, Canada, Germany, Singapore, and more.
* Capital gain tax on property sale, shares, and mutual funds.
* NRO account tax clarity and optimisation.
* TDS refund and Form 15CA/15CB support.
* US and Canada NRIs: PFIC, FATCA, and 401k India tax advisory.
* NRI PAN card application and correction - fully assisted.
* In-house CA (India) + CPA (USA/Canada). One team. Zero hand-offs.

NET WORTH & GLOBAL PORTFOLIO TRACKER
* Track India & International investments from one app.
* See your full net worth across countries - India mutual funds, US 401k, UAE savings - all in one place.
* Daily NAV, returns vs benchmark, net worth snapshot updated live.

LEARN
* NRI wealth reports: US-India, UK-India, UAE-India.
* 25,000+ expert-verified articles on NRI finance, taxation & repatriation.
* SBNRI Ask - 24x7 human support.

TRUST & SAFETY
* AMFI Registered | Reg. No. 246671
* Your money goes directly to AMC or bank. SBNRI never holds your funds.

100+ countries: USA | UAE | UK | Canada | Singapore | Australia |
Saudi Arabia | Qatar | Kuwait | Oman | Germany | Malaysia | New Zealand

## Key features

- Build Indian portfolio
- Mutual fund investment
- Track existing investments
- NRI account opening
- Taxation and repatriation advisory
- 24/7 NRI support
- Fractional investing

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Capital Gain Tax Planning | $59.99 | one-time |
| Stock advisory | $99.99 | one-time |
| Goal based planning | $189.99 | one-time |
| PAN Card | $38.99 | one-time |
| Existing Portfolio Audit | $69.99 | one-time |
| New Investment Advisory | $69.99 | one-time |
| Audit & Investment Advisory | $99.99 | one-time |
| Annual Investment Advisory | $349.99 | one-time |
| US Tax Advisory & Consulting | $41.99 | one-time |
| US Taxation(Form 1040)Standard | $124.99 | one-time |
| US Taxation(Form 1040)Itemized | $199.99 | one-time |
| NRI Demat Account | $16.99 | one-time |
| NRI Demat Account | $16.99 | one-time |
| Real Estate Advisory | $149.99 | one-time |


## Recent user reviews (10 of 48)

All indexed reviews: https://appshunter.io/ios/app/sbnri-nri-mutual-fund-and-tax/id1537966413/reviews.md

### 3/5 — Goodness

*2026-08-06*

Good

### 5/5 — SBNRi

*2026-05-08*

Good Mutual Fund

**Developer response:** Thank you for your feedback! We’re glad to hear that you found the app useful and that it provides a good summary of your portfolio. We’ll continue working to make the experience even better for our NRI users.

### 1/5 — Scam

*2026-05-06*

Take people information and ignore

**Developer response:** Hi, We’re sorry to hear that you felt something was suspicious. SBNRI is a fully compliant and RBI-regulated NRI investment platform, and your data and documents are handled securely as per industry standards. We would love to understand what made you feel this way so we can resolve it immediately. Please reach out to us at support@sbnri.com, and our team will assist you right away. Your feedback is important to us, and we’re here to help.

### 1/5 — Service sucks!!

*2026-04-24*

Dear SBNRII Support Team,

I am writing to express my dissatisfaction with the PAN card service I recently purchased. I paid a total of $130, along with an additional $57 in charges, under the expectation that your service would significantly simplify and handle the application process.

However, after two weeks, I have been asked to complete additional forms, correctly format and attach photographs, and submit the documents myself for mailing. This appears to be a process I could have managed independently, making the value of the service unclear.

Given that I am now required to handle most of the application steps on my own, I do not see the benefit of continuing with your service. I kindly request a full refund of the amount I paid.

**Developer response:** We’re sorry for any confusion caused and understand your concern. As an NRI-focused platform, our goal is to make financial services simpler and fully compliant for NRIs, and we certainly do not want our users to face any inconvenience during the process. A signature on a blank sheet may be required as part of the KYC verification process to meet regulatory compliance requirements for NRI accounts. These steps are followed only to ensure proper verification and to protect our users. If you have any concerns, please feel free to share your details and our team will be happy to review and assist you.

### 1/5 — Misleading Timeline & Poor Customer Service

*2026-04-19, version 1.162.0*

KYC pending for nearly 2 months despite a promised timeline of 12–15 days. No updates, no communication, and zero response from customer support.

This is extremely unprofessional and misleading. I would never recommend this platform.

### 5/5 — Joining

*2026-02-01, version 1.156.1*

Would like to meet

### 5/5 — My 1000£ transaction got stuck for 2 days not sure when will it gets resolved.

*2026-01-22, version 1.152.2*

So much for faster payments. My 1000£ transaction got stuck for 2 days. I have been trying to contact customer care but not getting proper response with my query. I am told that i will be contacted by the wealth team at earliest bern 2 days but no response. Bad customer support not like it used to before. I don’t usually give negative reviews i will come update the review when resolved with proper explanation.

### 5/5 — Excellent work and great Advice.

*2026-01-05, version 1.150.0*

Thanks

### 5/5 — Great

*2025-12-31*

Great

**Developer response:** Thank you for your positive feedback! We’re glad you’re having a good experience with the SB NRI app. If you have any suggestions or need assistance, please feel free to reach out.

### 1/5 — Doesnt seem a legit app

*2025-12-10*

Suspicious

**Developer response:** Hi,
We’re sorry to hear that you felt something was suspicious. SBNRI is a fully compliant and RBI-regulated NRI investment platform, and your data and documents are handled securely as per industry standards.

We would love to understand what made you feel this way so we can resolve it immediately. Please reach out to us at support@sbnri.com, and our team will assist you right away.

Your feedback is important to us, and we’re here to help.

## Frequently asked questions about SBNRI

### What does the SBNRI app do?

This app is designed for Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) to build and manage their Indian investment portfolios. It facilitates investments in mutual funds, real estate, fixed deposits, and more, while also offering advisory services on taxation and repatriation.

### What are the key features for investing in India?

Key features include the ability to invest digitally in mutual funds, track existing Indian investment portfolios, open NRI bank accounts, and access advisory services. You can also invest in options like GIFT City, Commercial Real Estate, Start-up Funds, and Pre-IPO opportunities.

### Is there a cost to use the SBNRI app?

The app is free to download and use, with no minimum deposit required for investments. While the platform itself is free, specific investment products or advisory services may have associated costs or commissions, indicated by 'Zero commission*' where applicable.

### What types of investments can I make through the app?

You can invest in a wide range of Indian financial products including Mutual Funds (with over 2,000 schemes), Fixed Deposits offering up to 8% interest, Commercial Real Estate for rental income, Micro VC Funds for startups, and Pre-IPO opportunities in companies going public.

### How does the app help with banking and support for NRIs?

The app assists with NRE/NRO account opening and banking query resolution. It also provides specialized 24/7 support for NRIs, with domain experts available to answer questions on investments, taxation, repatriation, and other India-related services.

## Version history (last 5 releases)

### 1.174.0 — 2026-08-19

• Experience improved Basket review screens and more reliable payment navigation.
• Check your Global Compliance Score and view your PAN, tax status, and portfolio compliance in one place.
• Complete KYC and activate your investment account faster with a small initial investment.
• Verify your Savings Bank account using your UPI ID for quicker onboarding.

### 1.173.0 — 2026-08-13

• Check your Global Compliance Score and view your PAN, tax status, and portfolio compliance in one place.
• Complete KYC and activate your investment account faster with a small initial investment.
• Verify your Savings Bank account using your UPI ID for quicker onboarding.

### 1.172.0 — 2026-08-06

• Check your Global Compliance Score and view your PAN, tax status, and portfolio compliance in one place.
• Complete KYC and activate your investment account faster with a small initial investment.
• Verify your Savings Bank account using your UPI ID for quicker onboarding.

### 1.171.0 — 2026-08-02

• Check your Global Compliance Score and view your PAN, tax status, and portfolio compliance in one place.
• Complete KYC and activate your investment account faster with a small initial investment.
• Verify your Savings Bank account using your UPI ID for quicker onboarding.

### 1.170.1 — 2026-07-23

• Check your Global Compliance Score and view your PAN, tax status, and portfolio compliance in one place.
• Complete KYC and activate your investment account faster with a small initial investment.
• Verify your Savings Bank account using your UPI ID for quicker onboarding.

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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 2026-08-27.*