With 25 years of rich
experience in fund management, we at SBI Funds Management Pvt. Ltd. bring
forward our expertise by consistently delivering value to our investors. We have
a strong and proud lineage that traces back to the State Bank of India (SBI) -
India’s largest bank. We are a Joint Venture between SBI and AMUNDI (France),
one of the world’s leading fund management companies. With our network of over
222 points of acceptance across India, we deliver value and nurture the trust of
our vast and varied family of investors. Excellence has no substitute. And to
ensure excellence right from the first stage of product development to the
post-investment stage, we are ably guided by our philosophy of ‘growth through
innovation’ and our stable investment policies. This dedication is what helps
our customers achieve their financial objectives.
Our
Vision
“To be the most preferred and the largest fund house for
all asset classes, with a consistent track record of excellent returns and best
standards in customer service, product innovation, technology and HR practices.”
Our Services Mutual Funds Investors are our priority. Our mission has been to
establish Mutual Funds as a viable investment option to the masses in the
country. Working towards it, we developed innovative, need-specific products and
educated the investors about the added benefits of investing in capital markets
via Mutual Funds. Today, we have been actively managing our investor’s assets
not only through our investment expertise in domestic mutual funds, but also
offshore funds and portfolio management advisory services for institutional
investors. This makes us one of the largest investment management firms in
India, managing investment mandates of over 5.4 million investors.
Portfolio Management and Advisory Services
SBI
Funds Management has emerged as one of the largest player in India advising
various financial institutions, pension funds, and local and international asset
management companies. We have excelled by understanding our investor’s
requirements and terms of risk / return expectations, based on which we suggest
customized asset portfolio recommendations. We also provide an integrated
end-to-end customized asset management solution for institutions in terms of
advisory service, discretionary and non-discretionary portfolio management
services. Offshore Funds SBI Funds Management has been successfully managing and
advising India’s dedicated offshore funds since 1988.
SBI Funds
Management was the 1st bank sponsored asset management company fund to launch an
offshore fund called ’SBI Resurgent India Opportunities Fund’ with an objective
to provide our investors with opportunities for long-term growth in capital,
through well-researched investments in a diversified basket of stocks of Indian
Companies.
