We recommend SBI Mutual Fund schemes for your employees.

You can start with a minimum amount of INR 500 per month.

We can start the investment process for employees as soon as the Know Your Customer (KYC) formalities have been done. Please note:

• The employee needs to fill an account opening form (link:https://www.sbimf.com/en-us/investor-corner/investor-services/know-your-customer)
• The employee has to give a copy of his Aadhar Card

If the employee has a PAN card, SBI can do a digital KYC. If the employee does not have a PAN card and investment is less than Rs 50,000 per annum, the SIP can be done without a PAN Card

You can apply online for a new PAN card for your employees by clicking on this link – https://bit.ly/3gfmhrK

You can also reach out to our team in case you want to use the offline channels to apply for new PAN card.

A mutual fund is an investment that invests money pooled from multiple investors in financial markets. A mutual fund will help you create alternate sources of savings for your secure future.

Systematic Investment Plan (SIP), is a convenient way of investing in mutual funds. A SIP works on the basic rule of investing regularly which helps you build your wealth over time. Through SIP, you can invest a fixed sum every quarter, month, or week as per your convenience.

• You need to fill an account opening form

(link:https://www.sbimf.com/en-us/investor-corner/investor-services/know-your-customer).

• You need to provide a copy of your Aadhar Card
• If you have a PAN card, our partners SBI can do digital KYC. If you do not have a PAN card and your investment is less than Rs 50,000 per annum, then SIP can be done without a PAN Card.