Online Empanellment

You can find your ARN code on the AMFI registered mutual fund distributor card issued by AMFI.
To empanel online, visit https://partners.sbimf.com/Account/Empanelment or Download the SBI MF Partner App. Enter your ARN, Nominee and Bank details. Note that your contact details should match as per AMFI records. Our empanelment process is fully online with zero paperwork. Once verified you will receive a confirmation on the same. You can then proceed to register on SBI MF Partner and source business digitally.
No, In case the empanelment is online, no documents are required to be sent
You can connect to the customer support number 1800 209 3333/1800 425 5425 of SBI Mutual Funds to know the status of Empanelment.
Yes, you can register multiple EUINs on SBI MF Partner portal. Visit the My Profile section and create as many EUIN profiles as needed.
EUIN holder of the ARN can login using EUIN profile login. To login EUIN holder needs to enter ARN and mobile number associated with their EUIN profile. An OTP is sent to EUIN holder on his registered email ID and mobile number. Once the OTP is verified is logged in.
ARN or AMFI Registration Number is a unique number allotted by AMFI to deal with the Intermediaries engaged in the marketing and selling of the Mutual Funds
Minimum age for obtaining ARN is 18 years
To register yourself for using our digital assets download the SBI MF Partner app or visit https://partners.sbimf.com/Account/Register. Enter the same details as per your empanelment. Registration is instant and you can proceed with using our digital assets.

Investor KYC

As of now eKYC has been enabled only for Individuals. For NRI and HUF only offline is available.
The In-Person Verification eKYC where you upload the documents from SBI MF Partner on customer’s behalf in an instant eKYC.
Yes. We have enabled an Aadhaar OTP eKYC as well as a Video eKYC process. Customer needs to have a copy of PAN, mobile linked to Aadhaar and a cancelled cheque ready. Aadhaar OTP is an instant eKYC with no upper limit for investment. Details here https://www.sbimf.com/en-us/e-kyc/faqs. You can either trigger a link for eKYC from SBI MF Partner or share this link with your customer. https://www.sbimf.com/en-us/quick-invest?action=panVerification. Note that Video KYC is approved after 1 working day post verification by CAMS.
Customer needs to have a copy of PAN, Aadhaar and a cancelled cheque.

Create folio

You can create folios for Individual, HUF, NRI (Except US/Canada and Blacklisted countries), Sole Proprietor and Minor under Guardianship.
Yes. You can create a folio for any customer coming under eligible categories through a 100% digital process.
Individual folios are activated instantly. HUF, Minor under Guardianship and Sole Proprietor are activated post document verification of documents submitted online during folio creation process. This normally takes 1 working day.
An investor can make multiple purchases by using the same folio number. Hence it is not required to make a folio everytime a new investment is made for that investor.
Minors cannot maintain or operate accounts on their own. In case of Minor investor, Details of a Guardian is mandatory. Minors can operate an account by themselves only after becoming a major.

Transactions

You can initiate transactions for Individual, HUF, NRI (Except US/Canada and Blacklisted countries), Sole Proprietor, Minor under Guardianship and Corporate/Institutional customers. The customer will receive a link with the transaction details. Customer has to authorize the transaction/do the payment digitally.
For Individual, HUF, NRI (Except US/Canada and Blacklisted countries), Sole Proprietor, Minor under Guardianship you can initiate Lumpsum, SIP, STP, SWP, Switch, Redemption, Pause/Stop SIP. For Corporate/Institutional you can initiate Purchase, Switch and Redemption.
Yes, you can either share InvestEasy or EasyLink. Or if you want more control over the transaction, initiate the same from WhatsApp. In WhatsApp you can initiate a Purchase or SIP transaction for any customer having a folio with SBI Mutual Fund. For any other transaction, the folio and investment must be mapped to your broker code.
Yes. If your customer has a basic feature phone with basic SMS facility, he/she can register for our m-Easy service. Transactions through SMS from the mobile number registered on the folio. For one-time registration process, features & FAQs. visit https://www.sbimf.com/en-us/ways-to-invest/m-easy
You can download by going to My Investors > Select an Investor > Select a Folio > Account Statement. You can download statement for a custom period or Choose a Period for downloading the statement.
You can download by going to My Investors > Select an Investor > Select a Folio > Account Statement. You can click on send statement for a custom period or Choose a Period for sending the statement.

Payment

Customers can pay through Internet Banking, UPI, RTGS, NEFT, IMPS and eNACH (One Time Mandate). Available modes also depend on the scheme being invested in. For detailed list please refer https://www.sbimf.com/en-us/banks-for-online-transactions
Yes. Customers who have debit card can register for e-mandate. One-time online registration process using debit card details and after that customer can transact upto Rs. 10 lakhs at one time. For registration + FAQs related to e-mandate please visit https://www.sbimf.com/en-us/emandate-registration
e-OTM and/or e-NACH is a payment facility akin to a standing instruction given to a bank for honouring payment upon request. This is very useful for setting up SIPs and making lumpsum payments without the hassle of Internet Banking etc. The transaction will only be submitted for further processing post verification through OTP by you.
As of now only Resident Individuals can register for e-OTM through e-NACH. Corporates, NRIs, HUFs, Minors are not allowed.
Please click here to view the list of banks available for online transactions for different payment modes. You can also find the latest list of e-NACH enabled banks on the NPCI website by clicking here.
Navigate to sales support and collateral from the side menu of portal/app.Go to pre-filled forms section and select a EUIN profile. Then look for one time mandate form in the list and share with the Investor.
The minimum e-OTM registration allowed through e-NACH is Rs. 5,000 and maximum is Rs 10,00,000.
Yes, it is highly recommended to first register an e-OTM for a high amount and then register as many SIPs as desired. Each SIP must individually be within the e-OTM limit. E.g. If you create an e-OTM for Rs. 10,000 you can still create as many SIPs as you want, with the same debit date, each for Rs. 10,000 or less, using the same e-OTM
SIP can be registered immediately with first debit as early as 7 days from today. However, the e-OTM will be available for lumpsum transactions only after 2 days from date of registration. So, it is best that you register e-OTM in advance to facilitate lumpsum purchase at later date

Investeasy

It is a co-branded mobile application for your investors to manage their investments in SBI Mutual Fund
All the investments done by a Investor will happen through your ARN and EUIN
Yes, you can get your customer to download and register on InvestEasy app. Available on Android and iOS. Login to SBI MF Partner and generate a link for InvestEasy. This link will be hardcoded with your ARN code. Anyone who downloads the app using your link, all future transactions will be in regular mode and linked to your ARN. Common single link for all customers. If you don't have access to your link, ask customer to download the app directly from playstore and enter your ARN and EUIN manually. But we recommend using a link to avoid any mistake at customer end.
You can share InvestEasy link with your customers, prospective customers and even new to industry customers. The app has inbuilt eKYC, folio creation and transaction capability.

EasyLink

MFD, ND, OD, RIA and SBG can create Easy link and share with Investors
No, Login is not required to create Easy Link
Yes. You can generate an EasyLink by visiting https://partners.sbimf.com/easylink/index.html. Your ARN & EUIN will be hardcoded in the generated link. You can generate a general link or a fund specific link. Just like InvestEasy, you can share EasyLink with your customers, prospective customers and even new to industry customers. The link will guide the customer through eKYC, folio creation and transaction.

Bandhan SWP

SBI Mutual Fund - Bandhan SWP is a facility that helps you provide regular pay-outs to your eligible family members from the growth option of your investment in eligible open-ended schemes of SBI Mutual Fund.
The beneficiary should be your family member. Eligible beneficiaries include child / sibling aged 15 years and above, spouse and parents of the investor. The beneficiary availing the facility should be a resident individual.
If beneficiary is KRA complaint, acknowledgement copy is required. Else investor should submit relevant verifiable documents evidencing proof of identity and proof of address.
Proof of relationship such as Passport, PAN card, Birth Certificate, SSC / Degree certificate, Marriage Certificate, etc., wherein the name of the specified beneficiary family member is mentioned.
Cancelled cheque leaf of the Bank account or Copy of Bank Statement/Passbook of the beneficiary family member.
The unitholders opting for the facility shall take the prior written consent from the beneficiary family member for sharing the pay-out through SWP and it shall be deemed that the unitholders have obtained such consent. In case of any objection received by us from the beneficiary family member on the SWP mandate being credited to his / her Bank account under the facility, the unitholder will have to produce the written consent from the beneficiary family member within 30 days, failing which the facility shall be discontinued with immediate effect.
The unitholder has the option to discontinue the facility anytime by submitting cancellation request to SBI Mutual Fund / SBI Funds Management Private Limited or CAMS (R&T) office at least 7 days prior to the next SWP date.
If you are withdrawing from an equity oriented scheme:
If the withdrawals are within first year of investment - Short term capital gain will be applicable only on the gain/appreciation portion of the withdrawal amount
If the withdrawals are after one year of investment – As per the prevailing tax rates, long-term capital gains on equity oriented funds are exempted from tax
However, please note that in the Union Budget 2018, it has been proposed to introduce Long Term Capital Gains (LTCG) on equity oriented mutual fund schemes. LTCG from sale of equity shares and equity mutual fund schemes are proposed to be taxed at 10%, if an individual’s total capital gains cross Rs1 lakh. Currently, there is no LTCG tax if one holds the equity mutual fund units for more than a year. The Union Budget 2018 has proposed that all gains up to January 31, 2018 will be grandfathered. Only the Gains that would arise after January 31, 2018 would be considered. Education Cess is also proposed to change to 4%.
Please consult your financial advisor/ tax advisor before taking any decision of investment.
If you are withdrawing from a debt oriented scheme:
Withdrawals within three years of investment – Short term capital gain will be applicable only on the gain/appreciation portion of the withdrawal amount
Withdrawals after three years of investment - long-term capital gain tax will be applicable only on the gain/appreciation portion of the withdrawal amount
This is basis the current tax laws. If there is any change, the same will be applicable to Bandhan SWP facility.
Please consult your financial advisor/ tax advisor before taking any decision of investment.
There is no Gift tax as per the prevalent tax laws. However, tax on any (interest) income generated on the Bandhan – SWP amount will be borne by the beneficiary depending on his tax liability.
The amount of pay-out will be minimum Rs.5000/- and in multiples of Rs.1/- thereof. Minimum number of monthly instalments would be 12.
You can select any one of the given dates: 1st/5th/10th/15th/20th/25th/30th (last working day in case of February). Only monthly option is available as the Bandhan SWP.
If you redeem or switch all the units of the scheme in which have initiated Bandhan SWP, then the facility will be discontinued. If you plan to continue SWP in the new scheme, you need to submit a new application for starting Bandhan SWP in the name of the beneficiary from the new scheme.

Miscellaneous

To reset the Login Password, click on forgot password and Enter the ARN Code and PAN and follow the process. If the entered ARN and PAN match with SBIMF records, then an OTP is sent to the user on his registered email ID and mobile number. Once the user verifies the OTP he can go ahead and set the new password.
Different Calculators available are SIP Calculator, Children’s Plan Calculator, Retirement Calculator and Retirement Calculator for MFD’s.
Yes, once you are empaneled, all customers linked to your broker code will show up in your SBI MF Partner dashboard, except for Demat & exchange folios.
  1. SBI MF Partner App is for you to track, service and initiate transactions for linked clients. Available for both Android and iOS. To download click: http://onelink.to/2sk8y7
  2. SBI MF Partner Portal is the website for you to track, service and initiate transactions for linked clients. Visit https://partners.sbimf.com/
  3. EasyLink is a ARN + EUIN hardcoded link generation facility that can be leveraged by for mass communication, customer acquisition, social media etc. For details visit https://partners.sbimf.com/easylink/index.html
  4. WhatsApp Bot has both servicing and transactional capabilities built into it. For details & FAQs visit https://partners.sbimf.com/account/whatsapp.
  5. Invest Easy is a co-branded app that you can share with existing as well as prospective customers. Available on Android and iOS. Login to SBI MF Partner app or portal and generate a link for InvestEasy. Common single link for all customers. This link will be hardcoded with your ARN code. Anyone who downloads the app using your link, all future transactions will be in regular mode and linked to your ARN + EUIN.
  • View Real-Time Dashboard – It provides an option to view real-time and detailed dashboards such as:
    • Business with SBIMF - Showing gross sale, AUM, Investment Breakup etc
    • Market Overview - Benchmark your performance with market performance
    • Brokerage from SBIMF - Latest paid brokerage & its breakup, brokerage trend etc.
  • Complete Customer On-boarding – Get the investor’s e-KYC done and Generate zero balance folio for KYC compiled investors. You can generate a folio, without putting—or commit to put—any money at that time. You can then put money in it in the future.
  • Get a holistic view of Investors – SBIMF Distributor can easily view the PAN level information of the investors along with their complete folio details. You can update the investor information, download account statement, etc. by using this SBIMF Partner Portal / app.
  • Initiate Mutual Fund Transaction – SBI Mutual Fund Distributor can initiate transactions on the behalf of their investors. This includes performing the mutual fund transactions such as investment in Lump-sum, SIP, Switch, Redeem, STP & SWP
  • Mutual Fund Transaction History – You can check the history of mutual fund transactions done for your clients
  • Sales Support & Collateral – With SBI Mutual Fund Partners Portal / App, you can create & download branded brochure with their logo. Download marketing collateral & prefilled forms. You can also generate sales URL
  • Create Profile for each EUIN – SBIMF distributors can create a profile for each EUIN which will be used for initiating mutual fund transactions
  • OTP based EUIN Profile Login – This app provides a facility to login into EUIN profiles created by the ARN using online OTP. This will help in easy access to EUIN profile
A partner can check the fund details in Tools and calculators section in Know Your funds section on Partner Portal.
SBI Multiselect is the solution provided to investors to build diversified portfolio by investing in predefined plans based on investor’s risk appetite and investment horizon. Distributor initiates the transaction in a plan for his investor. Once transaction is authenticated and completed successfully by the investor it is processed.
Partners can send greetings to investors and groups on special occasions.
Select Sales Support and Collateral from the Side Menu of Either App or Portal. Click on branded brochures and upload a logo. Once logo is approved, you can go to dowload brochure section and download and share the brochure.
An investor can check the status of a Non-financial transaction by clicking on link
Investor can add multiple bank accounts to a folio by downloading the form and submitting the form to the nearest

SIP

Pause SIP

Cancel SIP

SBI Multi-Select

SIP

Pause SIP

Cancel SIP

SBI Multi-Select

SIP

Pause SIP

Cancel SIP

SBI Multi-Select

SIP

Pause SIP

Cancel SIP

SBI Multi-Select

E-Mandate

Add EUIN