SBNRI: NRI Mutual Fund & Tax

SBNRI: NRI Mutual Fund & Tax

SIP, SWP, NRE/NRO & Tax Filing

1K ratings
67 reviews
Free
In-App Purchases

Details

Released
May 13, 2021
Updated
October 28, 2026

Features

SBNRI: NRI Mutual Fund & Tax screenshot #1 for iPhone
SBNRI: NRI Mutual Fund & Tax screenshot #2 for iPhone
SBNRI: NRI Mutual Fund & Tax screenshot #3 for iPhone
SBNRI: NRI Mutual Fund & Tax screenshot #4 for iPhone
SBNRI: NRI Mutual Fund & Tax screenshot #5 for iPhone
SBNRI: NRI Mutual Fund & Tax screenshot #6 for iPhone
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About

This app is a comprehensive financial platform designed for Non-Resident Indians (NRIs) to manage their investments and tax obligations in India. It offers mutual fund investments, portfolio analysis, and expert tax filing services, including DTAA advisory and TDS support.

✓NRI Mutual Fund Investment
✓SIP and SWP options
✓Portfolio Analyzer
✓PMS and AIF investments
✓NRI Tax Filing
✓Global Portfolio Tracker
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What's New in SBNRI

1.179.0

October 28, 2026

Learn with SBNRI We’re introducing Learn a personalized education hub built right into SBNRI. Get curated articles, guides, and market updates on mutual funds, NRI taxation, and more, tailored to where you are in your investment journey. The more you learn, the better equipped you’ll be to make decisions that are right for your wealth.

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Subscriptions & In-App Purchases

$59.99

Capital Gain Tax Planning

Capital Gain Tax Planning

User reviews

Fake App

Do not invest through this app, you have to beg for your money and they will close their eyes asking too much complecations to NRE‘s while refund.
Reply only through AI and you cannot founf a human in their company.
When we ask NRI relationship manager he is sitting to reply chat in app and oombu

Response from developer

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.

Bad experience with the app

Wanted to start doing mutual fund but from 5-6months it is showing KYC is under process. As usual when I call the bank representative staff in Dubai nil

Late monthly reports

The monthly reports don’t get sent by the wealth manager in time, they take about 3 weeks into the next month, very poor service on that front.

KYC upload documents

The document process is absolutely ridiculous. Almost 2 month going to finish but same documents asking again and again. We are not asking loan. We are going to invest.

Best way to invest

This is one of the easiest and most reliable ways to invest in India. The support is excellent and they resolve issues very fast.

FAQ

What types of mutual funds can I invest in with SBNRI?

SBNRI offers over 1,500 NRI-eligible mutual funds from leading fund houses like SBI, HDFC, and ICICI Prudential. You can start a SIP from ₹1000 and utilize SWP for regular income.

How does SBNRI help with NRI taxation and tax filing?

SBNRI provides comprehensive NRI ITR filing for various income types, DTAA advisory to avoid double taxation, and assistance with capital gains tax, NRO account optimization, and TDS refunds.

Can I track my international investments through SBNRI?

Yes, SBNRI features a Global Portfolio Tracker that allows you to monitor your Indian and international investments, including US 401k and UAE savings, to see your full net worth in one place.

What are PMS and AIF investments offered by SBNRI?

SBNRI provides access to SEBI-regulated Portfolio Management Services (PMS) for HNI NRIs and Alternative Investment Funds (AIF) - Category I, II & III - curated specifically for NRIs.

Does SBNRI have any advertisements?

No, SBNRI does not contain advertisements. The app is free to use and focuses on providing a seamless investment and tax management experience for NRIs.

What is the update frequency for SBNRI?

SBNRI is actively maintained, with the latest version being 1.179.0, last updated on October 28, 2026. This indicates regular updates to enhance features and reliability.

What is the user sentiment for SBNRI based on ratings?

SBNRI has a strong user rating of 4.6 stars from 1,014 ratings, suggesting a generally positive user experience and satisfaction with its services.

Is SBNRI available on multiple devices?

SBNRI is available for iPhone and iPod devices, catering to users within the Apple ecosystem who need to manage their Indian financial interests.