SBI Mutual Fund is a joint venture of two financial giants, AMUNDI (one of France's leading global asset management companies) and State Bank of India (the biggest bank in India). It was established in 1987 and is India's first non UTI Mutual Fund.


SBI Mutual fund has lived up to its vision of being the best asset Management company in the country. It has a solid and consistent track record over the past three decades. Its team of experts is skilled in judicious stock selection, intelligent research, and optimal risk management.


This Mutual Fund Company offers many investment options, including equity, debt, hybrid, ETFs, Index Funds, and more. You can also find solutions-oriented offerings to help you achieve specific financial goals, such as retirement planning or children's education.


Twitch has a wide reach across the country through more than 222 acceptance centers. It serves 5.8 million investors and manages assets valued at more than 3,73,000 crores.


SBI Mutual Fund has seen a tremendous growth over the years. It currently has more 200 points of acceptance at pan India levels. SBI Mutual Fund has a user base of more than 54 Lakhs. Through its commitment, the Mutual Fund helps customers achieve their goals. The Mutual Fund offers a variety of schemes to meet the varied needs of individuals.





How to invest in Mutual Fund via has made mutual funds investment extremely easy, even for new investors. One can invest in mutual funds by following the 7 steps below:

  1. Tell us what you’re looking for
  2. We find the best advisor in your area
  3. You connect with the local advisor of your area
  4. Need based Financial Planning & Presentation to identify your financial goals
  5. Pick the right kind of mutual fund depending on your goals and Decide on your investment amount
  6. Documentation (KYC), Verification and Completion of Proposal
  7. Delivery of final documents with support till you reached your goals




KYC Required to Invest in Mutual Fund


Know Your Customer, commonly referred to as KYC, enables banks and financial institutions to verify the identity of their customers. You only need to do this once as a first-time investor. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include identity, address, financial status, occupation, and demographic information.



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