Monday, 1 January 2018

InvesTap | SBI Mutual Fund Investment App

InvesTap | SBI Mutual Fund Investment App

InvesTap | SBI Mutual Fund Investment App



InvesTap is a mutual fund investment app launched by SBI (State Bank of India) that allows mutual fund investors to manage and monitor their mutual fund investments on the go. You can browse through mutual funds, plan as per your financial goals, register, invest, switch, redeem and track performance effectively using invesTap.



InvesTap | SBI Mutual Fund Investment App

InvesTap provides you with real time updates, helps you consult experts and lets you plan and invest at the touch of a fingertip. InvesTap provides you daily NAV updates on mutual fund NAVs and your portfolio performance.

Where to get InvesTap App?

InvesTap app is available for Android and iOS users. Android users can download invesTap app from Google Play Store and iOS users can download invesTap app from App Store. Install invesTap on your phone now to manage and monitor your SBI mutual fund investments on the go.



With InvesTap you can now

1. Invest in mutual funds instantly. All you need is your PAN to start your mutual fund investments.
2. Get a holistic view of your mutual fund investments.
3. Start your SIP plans as early as 5 days from the current date.


Key Features of the InvesTap App

Following are the key features of invesTap

1. Family solutions
This feature of invesTap enables you to define your financial goals for yourself and also for your family. This lets you invest through the app itself.

2. Comparison of funds
This feature of invesTap helps you to compare up to 3 funds of SBI Mutual Fund and this helps you to take well-informed decisions.

3. Multiple payment options
Payments for the investment in SBI mutual funds can be made via multiple channels. Apart from NetBanking, you are also allowed to make payment for your investment through debit card, UPI account, and one time mandate.
4. Simple and easy access to your investment
There is no need to follow the cumbersome process of login using a password in invesTap. Just set 6 digits MPIN or request for an OTP (One Time Password) each time you log in.

5. Online one time mandate registration
You can register one time mandate online for mutual fund investment. Start your SIP investment in SBI mutual funds in as early as 5 days from the current date.

6. SIP performance calculator
The SIP performance calculator in invesTap provides you an estimated value of your folio just by selecting the SIP installment amount and investment period on the basis of the past performance of the scheme.


7. Interactive product page
You will get a detailed information about each of SBI Mutual Fund schemes. You can track the NAV of each scheme over the past 5 years and monitor returns of each scheme with the help of the NAV graph.

8. Favourite transactions
You can mark your frequent investments such as your tax saving mutual fund schemes as favourites and invest again in them with few clicks.

9. Click to receive a call facility
You can click on the “Receive a Call” facility to get the help you need while you invest, switch, redeem, and complete other transactions on invesTap.

10. Create watch lists
SBI Mutual Fund invesTap lets you create a watch list of SBI mutual funds. This feature helps you to take sound investment decisions, maximise returns and meet your financial goals.

11. Knowledge series notifications
Stay updated and informed with robust and comprehensive knowledge center of invesTap that includes sections like CIO’s desk and market commentary, in addition to informative videos.


Install invesTap on your phone now. It’s a smart investor’s best friend – anytime, anywhere!

You may also like to read: Best mutual funds SIP to invest in 2018
You may also like to read: Benefits of SIP

You may also like to read: Direct mutual funds platforms in India
You may also like to read: SBI recurring deposit account (RD Account)

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InvesTap | SBI Mutual Fund Investment App

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