Access mutual fund information and manage transactions. Input customer details, upload documents, and process investments directly. Monitor transactions and retrieve account statements. Share documents and communicate with clients securely.
Manage a portfolio by stocks to attract clients. Use insider info, analyst ratings, or technical charts. Navigate SEC regulations through bribes or violations. Pursue venture capital opportunities to grow wealth.
Track portfolio, manage SIPs, save transactions, view
Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.
