SBI MF Partner vs Aarth Fin

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

Aarth Fin is exclusively for investors registered with Aarth Fin. Access is restricted to Aarth Fin clients; users associated with another distributor cannot sign in or use this app. The app helps Aarth Fin clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why Aarth Fin? Aarth Fin helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. Aarth Fin helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for Aarth Fin clients. Only mobile numbers registered with Aarth Fin can sign in via OTP. Users of other distributors cannot access the app. Service operated by Aarth Fin under AMFI Registered Mutual Fund Distributor | ARN-107273.