If you are investing in SBI Mutual Fund then now using the SBI MF WhatsApp Service you can know your MF investment details like Portfolio Balance, Statement, NAV and Other details. All you have to do is just activate this WhatsApp service from your registered mobile number with SBIMF.
SBI Mutual Fund WhatsApp Service
SBI Mutual Fund WhatsApp Service Activation
On your Mobile Phone Contacts Save this number 9833657657 as SBI MF or any other name.
Now go to your WhatsApp and send Hi to the saved contact(9833657657).
Upon Sending Hi you will Receive a reply like Below.
🙏 Welcome to SBI Mutual Fund! How can we help you today?
1. Portfolio Valuation
6. Other Transactions
7. Nearest Branch
8. SIP Calculator
Type option number to get a response:
e.g. For example, to get Portfolio Valuation, type “1”
Type “0” to return to Main Menu.
To Know your Account Statement just type 3 and send.
It will ask for PAN to complete authentication upon entering you will get like below.
Sbi Mf: Congratulations! Your details have been verified successfully.
Sbi Mf: Select one of the following 👇:
Enter 1️⃣ Capital Gains Statement
Enter 2️⃣ Statement of Account
Choose your option say 2 then below will be the reply.
Sbi Mf: Thank you! For what period would you like to get statement of your account?
Sbi Mf: Enter 1️⃣ Last month
Enter 2️⃣ Last 3 months
Enter 3️⃣ Last 1 year
Enter 4️⃣ Previous financial year
Enter 5️⃣ Current financial year
enter and you can see your Statement details.
To know SBI MF Portfolio Valuation Type 1 and send.
Note: SBI Mutual Fund WhatsApp Service is free of charge for its customers.