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Investment services

Compare demat, trading, PIS, mutual-fund and pension access offered through banks.

12 products

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SBI savings bank account plus SBI Securities demat and trading accounts with e-margin
Not published
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SBI Securities web platform: select E-Margin as the product type when placing a buy or sell order
SBI ASBAState Bank of India
Application Supported by Blocked Amount for IPO, FPO, debt and rights issues
Not published
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OnlineSBI: e-Services → Demat & ASBA Services → IPO (Equity) ASBA or IPO (Debt) ASBA
  • New demat and online-trading accounts are held with SBI Cap Securities
  • existing SBI-book demat accounts remain serviced by SBI
Electronic custody, dematerialisation, rematerialisation, market and off-market transfers, pledges, IPO credits, corporate actions and securities lending
Not published
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  • YONO referral for new accounts
  • Internet Banking, email statements, alerts and demat-enabled branches for applicable legacy services
Government of India Floating Rate Savings Bonds 2020 (Taxable) held electronically in a Bond Ledger Account
Not published
  • Resident individuals singly, jointly, on either-or-survivor basis or for a minor, and HUFs
  • NRIs are not eligible
Not published
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PFRDA-regulated defined-contribution National Pension System Point-of-Presence service
  • Tier I mandatory pension account with tax benefits
  • optional Tier II investment account with anytime corpus withdrawal and no tax benefit stated by SBI
  • Indian citizens aged 18 to 70, including resident Indians and NRIs
  • existing coverage under another pension scheme does not exclude an individual
0.03% to 0.09%
  • Open through SBI YONO, Online SBI or an SBI PoP-SP branch
  • subsequent contributions and monthly standing instructions are available online or through registered branches
SBI NPS VatsalyaState Bank of India
PFRDA-regulated saving-cum-pension scheme for minors
Not published
  • All minor citizens below age 18
  • account opened in the minor's name, operated by a guardian and held solely for the minor beneficiary
Not published
Nearest SBI branch
SBI NRI Demat AccountState Bank of India
NRI dematerialised securities account
Shares, bonds and debentures of Indian companies
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Contact an SBI branch authorised to handle the Portfolio Investment Scheme
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  • First year free
  • from the second year ₹600 + GST for Regular or ₹300 + GST for Wealth
Submit the NRE savings form if needed, NRE PIS form and SBI Securities demat/trading application with supporting documents to the SBI Securities Central NRI Desk or an SBI home branch
NRI mutual-fund investment gateway
Money market, debt, hybrid, equity, solution-oriented, index funds, ETFs and fund-of-funds
  • KYC-verified PAN and NRE or NRO bank details
  • an Indian bank account is mandatory
Not published
  • Online account and purchase route, plus common application or transaction forms through official acceptance points
  • US/Canada investors are directed to the conventional submission route
Defined-contribution National Pension System Tier I account service for NRIs
  • Tier I available
  • SBI's NRI page states Tier II is not available to NRIs
Not published
0.01%
Online through SBI internet banking's NPS Registration menu, or offline at a registered SBI NPS branch with the proper registration form, contribution slip and self-attested KYC documents
NRE Portfolio Investment Scheme bank account and designated-branch transaction-routing service
Shares and convertible debentures of Indian companies in the secondary market on a recognized stock exchange, through a registered stock broker
Not published
₹1,000 + GST
Not published
  • Existing-holder servicing for Government of India Sovereign Gold Bonds
  • no current SBI primary issue is evidenced
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Green marks the most favourable compatible published number or range in each column; incomparable units and overlapping range trade-offs remain neutral. It does not account for eligibility, service, exclusions or personal suitability.