SBI Mutual Fund – Advisors-Brokers-Distributors-IFAs-Agents
We offer one of the widest arrays of fund families in the industry, and we have the tools to help you choose the right fund or basket of funds to meet your unique goals. We work closely with you to develop a mutual fund portfolio that’s suitable for your specific situation or for wealth creation.
We provide following services for SBI Mutual Fund:
- Purchase of SBI Mutual Funds.
- Switch of SBI Mutual Funds from one fund to another.
- Systematic Investment Plan (SIP) in SBI Mutual Funds
- Systematic Withdrawal Plan (SWP) in SBI Mutual Funds
- Systematic Transfer Plan (STP) in SBI Mutual Funds
- Sale/Redemption of Mutual Funds
- Offline, Online Demat Investment Services
- SBI Mutual Funds Asset Allocation & Portfolio Rebalancing
The Investor has a single window to access all mutual fund product / scheme. RGESS (Rajiv Gandhi Equity Saving Scheme) available which provides Tax benefit under section 80CCG over and above section 80C of Rs. 150,000/-, SBI Mutual Funds Equity Link Saving Schemes (ELSS) gives Tax Benefit u/s 80C for investment upto Rs. 1,50,000/-.
Contact Sanriya IAPL on 9822403407 / 9371011297
We focus on five measurable potential benefits to our consumers:
(a) Assistance selecting Mutual funds that are harder to find or harder to evaluate;
(b) Access to Mutual Funds with lower expenses ratio or costs;
(c) Access to funds with better consistent performance;
(d) Mutual Fund with asset allocation and portfolio Rebalancing
(e) Attenuation of behavioural investor biases.
Mutual funds are sold to investors through entities variously known as Mutual Fund Brokers / Mutual fund distributors / Mutual funds agents (referred to as ‘distributors’ hereafter). These distributors perform two functions. They act as agents of the Asset Management Companies (AMCs) in helping them sell their schemes. They also act as Mutual Fund advisors to investors in helping the investors choose a scheme suited to their needs.
What is the difference between an investment adviser and a financial planner?
Most financial planners are investment advisers, but not all investment advisers are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals.
SBI Mutual Fund Scheme
SBI Arbitrage Opportunities Fund
SBI Banking And Financial Services Fund
SBI Blue Chip Fund
SBI Contra Fund
SBI Corporate Bond Fund
SBI Dynamic Asset Allocation Fund
SBI Dynamic Bond Fund
SBI Emerging Businesses Fund
SBI FMCG Fund
SBI Gold Fund
SBI Infrastructure Fund
SBI IT Fund
SBI Magnum Balanced Fund
SBI Magnum Children’ Benefit Plan
SBI Magnum Comma Fund
SBI Magnum Equity Fund
SBI Magnum Gilt Fund – Long Term Plan
SBI Magnum Global Fund
SBI Magnum Income Fund
SBI Magnum InstaCash Fund – Liquid Floater
SBI Magnum MidCap Fund
SBI Magnum Monthly Income Plan – Floate
SBI Magnum Multicap Fund
SBI Magnum Multiplier Fund
SBI Magnum Taxgain Scheme
SBI Nifty Index Fund
SBI Pharma Fund
SBI Premier Liquid Fund
SBI PSU Fund
SBI Regular Savings Fund
SBI Savings Fund
SBI Short Term Debt Fund
SBI Small And Midcap Fund
SBI Treasury Advantage Fund
SBI Ultra Short Term Debt Fund
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