View mutual fund portfolios in one place. Open new folios, purchase, redeem, and switch funds. Set up SIPs and manage transactions. Sync with multiple fund providers including Aditya Birla Sunlife MF, HDFC MF, SBI MF, and others.
Invest in stocks and fixed deposits through pre-built portfolios managed by experts. Choose from themed or strategic stock baskets. Set up recurring investments and track portfolio performance over time.
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.
Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.
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.