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Products & Services - Other Services - Mutual Fund

Mutual Fund Investment advisory services offered by State Bank of Saurashtra is a value added service that the bank offers to its customers. Through this service we hope to assist our customers in the process of financial planning. We have a team of dedicated investment advisors at our urban branches. These advisors are well-trained and AMFI Qualified Persons. They will not only help you in deciding your investment plans but, will also track your mutual fund investment portfolio.

We have a tie up with SBI Mutual Fund , a well-known leading player in Mutual Funds in India. Our team of AMFI Qualified Persons shall cater the needs of our customers by offering basket of different plans of SBI Mutual Fund !

Mutual Funds as an investment  option :
A mutual fund represents collective savings of investors who invest in capital market instruments. It is an attractive investment opportunity for an investor as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost. Mutual funds can be categorized by investment objective as under :

Income Funds

Liquid Funds

Equity Funds

Gilt Funds

Balanced Funds

Benefits of Mutual Funds
Benefits of Investing in Mutual Funds

Diversification is a major advantage of investing through mutual funds, an investor can get the benefit of various instruments through one avenue.

Professionally qualified people manage the funds.

Mutual funds also offer flexibility in options and choice of schemes to match individual needs.

Transparency of operations as well as investment pattern and philosophy through disclosures of portfolio also add to the advantages of mutual funds.

The Mutual fund industry is very well regulated by SEBI.

Units held for over a year, under the growth option qualify for long-term capital gains and indexation benefit.

For more details on different products of SBI Mutual Fund , please contact our AMFI Qualified Persons at our selected branches or visit at www.sbimf.com
*AS PER DOMESTIC SB INTEREST RATES
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