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SBI Mutual Fund
Wealth Management,Asset Management
SBI Funds Management with over 37 years of rich experience in fund management offers Lumpsum and SIP investments in various mutual fund schemes including Equity Funds, Debt Funds, Hybrid Funds, Solution-Oriented Funds, ELSS Funds, Index Funds, Exchange Traded Funds, and Fund of Funds. It also provides offshore funds and Alternatives Investment Management Solutions (AIF & PMS).
Overview and Management
Establishment Year
1987
Mission
Ethical, Responsive, and Innovative Partner in Investment Solutions.
Values
Ethical, Responsive, Innovative
Investment Roles
Direct Investor,General Partner (GP)
Participant Demographics
Serving over 450,000 investors across more than 100 cities in India.
Generational Wealth Planning
Focus on solution-oriented schemes for retirement planning and children's benefits.
Risk Tolerance
Offers a range of funds from very high-risk equity funds to low-risk debt funds, catering to different risk tolerance levels.
References or Case Studies
Monthly portfolio reports and fund performance details are available for review.
Team Experience
Leadership has extensive experience, with key members having 30+ years in the financial services industry.
Notable Achievements
Managing assets worth ₹3.82 trillion, serving over 450,000 investors.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEBI-compliant
Compliance History
No major violations reported.
customer.delight@sbimf.com
Phone Number
9122-6179-3000
Address
Mumbai India