Key facts
What the official sources publish
Every value belongs to this exact product. Expand any fact to inspect its official evidence in place.
Service typeNRI mutual-fund investment gatewayView source
The bank page presents tailored mutual-fund solutions for goals, risk appetite, horizon and liquidity needs, then directs customers to Mutual Fund.
- Source
- Mutual Funds
- Page / section
- Product introduction
- Accessed
- 11 Aug 2026
- Confidence
- high
Fund managerSBI Funds Management Limited, a joint venture between SBI and AMUNDIView source
The Corner identifies Funds Management Limited as a joint venture between and AMUNDI and identifies Mutual Fund as the registered fund.
- Source
- Mutual Fund Corner
- Page / section
- Contact and legal identity
- Accessed
- 11 Aug 2026
- Confidence
- high
Fund families describedMoney market, debt, hybrid, equity, solution-oriented, index funds, ETFs and fund-of-fundsView source
The bank page lists the stated investment families, without publishing a guaranteed return or one common risk level.
- Source
- Mutual Funds
- Page / section
- investment scheme families
- Accessed
- 11 Aug 2026
- Confidence
- high
Core onboarding requirementsKYC-verified PAN and NRE or NRO bank details; an Indian bank account is mandatoryView source
The Corner lists a -verified and / bank details and states that an must maintain a bank account in India.
- Source
- Mutual Fund Corner
- Page / section
- onboarding and Banking prerequisites
- Accessed
- 11 Aug 2026
- Confidence
- high
Investment currencyIndian rupees only; foreign-currency investment is not acceptedView source
Mutual Fund states that investments cannot be made in foreign currencies and must use a rupee cheque or draft through the published routes.
- Source
- Mutual Fund Corner
- Page / section
- Banking prerequisites for transaction
- Accessed
- 11 Aug 2026
- Confidence
- high
Published funding routesRupee cheque or draft from an Indian NRE/NRO account, or a rupee cheque/draft from an overseas exchange house drawn on its correspondent Indian bankView source
The guide lists the Indian / cheque or draft route and the overseas exchange-house rupee instrument route.
- Source
- Mutual Fund Corner
- Page / section
- How does an invest and Banking prerequisites
- Accessed
- 11 Aug 2026
- Confidence
- high
Transaction channelsOnline account and purchase route, plus common application or transaction forms through official acceptance points; US/Canada investors are directed to the conventional submission routeView source
The page publishes online login and purchase steps, a conventional form route through official points, and a separate /Canada section that describes submitting forms through appointed distributors to investor service centres.
- Source
- Mutual Fund Corner
- Page / section
- How can an start investing, /Canada, and Transactions
- Accessed
- 11 Aug 2026
- Confidence
- high
Joint holdingMay be held jointly with a resident Indian or another NRIView source
The Corner states that an may have a joint holding with a resident Indian or a non-resident Indian.
- Source
- Mutual Fund Corner
- Page / section
- Why invest with Mutual Funds
- Accessed
- 11 Aug 2026
- Confidence
- high
Power-of-attorney transactionsPermitted after registering the original or a properly attested notarized copy signed by both investor and POA holder; POA holder cannot nominateView source
The guide permits the registered holder to purchase, add to and redeem units, states the signature and attestation requirements, and says the holder cannot nominate for the .
- Source
- Mutual Fund Corner
- Page / section
- Guide — Power of Attorney
- Accessed
- 11 Aug 2026
- Confidence
- high
Risk and returnMarket risk, return, liquidity, fees and holding period are scheme-specific; read the current scheme documents before investingView source
Mutual Fund warns that mutual-fund investments are subject to market risks and instructs investors to read all scheme-related documents carefully; no return is treated as guaranteed here.
- Source
- Mutual Fund Corner
- Page / section
- Risk warning
- Accessed
- 11 Aug 2026
- Confidence
- high
AvailabilityNRI onboarding through SBI Mutual Fund's online or official acceptance channels, with a conventional submission route described for US/Canada investorsView source
The manually reviewed product record states: “ onboarding through Mutual Fund's online or official acceptance channels, with a conventional submission route described for /Canada investors”.
- Source
- Mutual Fund Investment Gateway — official product page
- Page / section
- Published product metadata
- Accessed
- 11 Aug 2026
- Confidence
- high
Customer typeNon-Resident Indian mutual-fund investors with KYC-verified PAN and Indian NRE or NRO bank detailsView source
The manually reviewed product record states: “Non-Resident Indian mutual-fund investors with -verified and Indian or bank details”.
- Source
- Mutual Fund Investment Gateway — official product page
- Page / section
- Published product metadata
- Accessed
- 11 Aug 2026
- Confidence
- high
Benefits and features
- Access to multiple Mutual Fund families through one gateway
- Online portfolio access and published conventional submission routes
- Joint holding with a resident Indian or another
Eligibility
- This is an investment gateway to schemes managed by Funds Management Limited, not a guaranteed-return bank deposit.
- , , Indian-bank-account and source-of-funds requirements apply; scheme eligibility can vary.
- /Canada investors should follow the conventional route described by Mutual Fund and verify current jurisdiction-specific acceptance before submitting.
Passing a listed condition does not mean the bank will approve an application.
Documents the bank lists
- Completed common application form for conventional onboarding
- -verified and required identity/address evidence
- or bank details
- For rupee draft or banker's cheque: , bank source-of-funds confirmation, or copy of the instrument; for / cheque: copy of that cheque
- Original or qualifying attested/notarized power of attorney signed by investor and holder, if a is used
