Get Details of all your active investments along with ‘Current Unit Balance’, ‘Current Valuation’, ‘Cost Value’. To get your statements, go to the home page, select I am an Existing Investor and click on ‘Get Statements’. Following statements are available – Account Statement, Capital Gains Statement & Smart Statement. Select the folio and scheme to perform post sales services. We have recently updated our registration process, we request you to provide your PAN as a onetime requirement.

Some websites like Karvy, CAMS, etc., allow you to check your fund status through a folio number. You only have to register on these websites with your mobile number and PAN card. You can share InvestEasy link with your customers, prospective customers and even new to industry customers. The app has inbuilt eKYC, folio creation and transaction capability.

If the SMS received from any other mobile, the SMS would be rejected. Submit duly signed application/KYC form, with the cheque and all relevant documents, to any branch of SBI Mutual Fund or point of acceptance. Attach copies of relevant documents and submit them along with a cheque or demand draft of the desired investment amount. Procure application and KYC form from website or any branch of SBI Mutual Fund or empaneled distributor office. You can use this reference number to check the status of your request.

• Let us you want to invest in a mutual fund AMC of say, HDFC MF or ICICI Pru MF. The first thing you do is to walk into the AMC office and ask for the form.
• You can use this reference number to check the status of your request.
• Alternatively, he can choose to redeem online through website of the mutual fund or through the mobile app.
• We have build a migration flow to help you transition effortlessly.

The asset management company or AMC is able to make a credible record system of its investors by identifying them with the unique folio number. For registration, scan and upload the duly filled and signed form along with a copy of your bank’s cheque under the service request “mEasy Registration ” in Non-Financial Transaction sbi mutual fund statement by folio number request page. Registration is required for performing financial transactions. No registration is required to perform non-financial transactions. Your Customized page that gives you updates about your portfolio, your transactions, your watchlist and content curated exclusively for you basis your risk appetite.

Track your Portfolio – Yono

Select the start and end dates if you select the By Date option. This certificate demonstrates that IIFL as an organization has defined and put in place best-practice information security processes. The folio number is a kind of an all-India number and the record are maintained by the registrar based on the folio number. Fund cards and other tools to suggest the right fund.

You can directly contact your broker to know about your mutual funds status. Every fund house has its dedicated website https://1investing.in/ as it allows different fund investment options. Also, you can check the mutual fund status by logging in.

Transactions

Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law. A partner can check the fund details in Tools and calculators section in Know Your funds section on Partner Portal.

Even before checking account statements using folio numbers, the primary question is where to locate the folios number. Of course, it is always advisable to maintain an online and offline record of all your folio numbers, account numbers, credit card numbers etc for safe and easy access. But even assuming that you have not kept such a record, locating your folio number is quite simple. The right mutual funds for your long-term goals with inflation-beating growth plus risk management. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Due to some technical issues you will face intermittent access to the website.

M-easy Mobile Investment Facility

India has seen one of the fastest growth in mutual fund folios and stock broking and demat accounts in the post pandemic scenarios. The proliferation of bank accounts and cheap and quality internet access has also helped the rapid growth of capital market accounts. What is also visible in the last few years is the rising awareness among investors about the merits of investing in mutual funds and staying put for the long term.

However there is no restriction on the number of folios. An investor can also have different folio number for different funds. In mutual funds, a folio number is a unique number identifying your account with the fund. Like a bank account number, the folio number can be used as a way to uniquely identify fund investors. Everybody who has a bank account is familiar with the long bank account number. The bank assigns this number to customers, like an identification number unique to the account holder.

SBI Mutual Fund makes no warranties of any kind regarding the dependability, accuracy, security, timeliness or availability of the web site, or its products/services mentioned herein. Invest online and complete mutual fund transactions in a few simple clicks. Select the Bank account registered with the Folio and select a mode of investment – OTM or Biller. Complete Customer On-boarding – Get the investor’s e-KYC done and Generate zero balance folio for KYC compiled investors. You can generate a folio, without putting—or commit to put—any money at that time. To reset the Login Password, click on forgot password and Enter the ARN Code and PAN and follow the process.

There are multiple ways to find or retrieve your folio number, as shown in the table. Invest Easy is a co-branded app that you can share with existing as well as prospective customers. Login to SBI MF Partner app or portal and generate a link for InvestEasy. Anyone who downloads the app using your link, all future transactions will be in regular mode and linked to your ARN + EUIN.

The customer will receive a link with the transaction details. Customer has to authorize the transaction/do the payment digitally. HUF, Minor under Guardianship and Sole Proprietor are activated post document verification of documents submitted online during folio creation process. Select an option to view, print or download the account statement. When you transact through SIPs or through lump-sum investments or redemptions, a Mutual Fund Statement is sent to you.

How to track your Portfolio

This Facility is currently available for existing KYC complaint Individual investors with ‘Single’ or ‘Anyone / Either or Survivor’ holding. The maximum transaction amount allowed through SMS is restricted to Rs. 1 Crore. This Facility is available with a condition that one mobile number can be registered with one folio and/or one folio can be registered with one mobile number only.

Similarly, fund houses as well allot such a number to every mutual fund investor, and it is called the Folio Number. This article covers everything about folio numbers in detail. Get a holistic view of Investors – SBIMF Distributor can easily view the PAN level information of the investors along with their complete folio details. You can update the investor information, download account statement, etc. by using this SBIMF Partner Portal / app.

Once transaction is authenticated and completed successfully by the investor it is processed. Yes, you can get your customer to download and register on InvestEasy app. Login to SBI MF Partner and generate a link for InvestEasy. Anyone who downloads the app using your link, all future transactions will be in regular mode and linked to your ARN. If you don’t have access to your link, ask customer to download the app directly from playstore and enter your ARN and EUIN manually.

A much better way to check retail participation is via folios. Currently, there are more than 12 crore mutual fund folios in India out of which nearly 5.2 crore folios are SIP folios pertaining to dedicated systematic investment plans. Yes, a folio number is a mandatory requirement for investing in mutual funds, as it is used to track the investor’s investments and transactions. This web site is limited to information on mutual funds. Information on this web site may be updated at any time without prior notice. Information other than those relating specifically to SBI Mutual Fund, and its products is for information purposes only and should not be relied upon as a basis for investment decision.