Indiabulls Saral Partner App - Mutual Fund App

Indiabulls Saral Partner App is a mutual fund app which brings convenience for distributors to invest on behalf of the investors in the SIPs of Indiabulls Mutual Fund anytime, anywhere, also offering a platform for investors to become mutual fund distributor.

Investment for any of your life goals like wealth creation, for saving tax or for utilizing your idle funds.

How to enroll in Indiabulls MF SARAL Partner?

• Step 1: Download Saral Partner App :

  Any Mutual Fund Distributor empaneled with Indiabulls AMC who wants to become a Saral Partner just needs to download and install the Indiabulls Saral Partner App from Google Play Store.

• Step 2: Login :

  The Distributor can then login to the mutual fund app using the following steps:

1. 1) Fill the ARN number.
2. 2) To login, choose OTP as the login option
3. 3) Enter the OTP sent to the distributor’s Mobile number and email registered at the time of empanelment with Indiabulls mutual fund.
4. 4) Now you are logged in.

• Step 3: Set-up Password :

  For the 1st time, distributor has to login with the OTP. To login smoothly from 2nd time onwards, setup your password to login using password in the future.

• Step 4: Set-up SIPs :

  After enrolling in the Indiabulls Saral Partner App, user can setup SIPs for new investors as well as existing investors by following simple steps.

How to set up SIPs for new investors?

New investors can set up SIPs in mutual funds by following the simple steps mentioned below:

• Step 1: Login :

  Login to the Indiabulls Saral Partner App using either OTP or Password and select “ New Investor”

• Step 2: Fill Basic Details :

  Fill in SIP details including Scheme name, SIP amount, SIP date and other required details in the “Start SIP” screen.

• Step 3: Fill SIP Details :

  Fill in SIP details including Scheme name, SIP amount, SIP date and other required details in the “Start SIP” screen.

• Step 4: Fill Bank Details :

  Fill in the Bank Details including IFSC code and rest details available with RTA will be filled automatically which can be edited if required.

• Step 5: Confirmation :

  Review and confirm to initiate the investment.

• Step 6: Complete Payment :

  Complete payment using the payment gateway link sent to your mobile & email.

• Step 7: Register the URN :

  For recurring SIP installment auto debits, register the URN sent to mobile.

Save time and efforts in paperwork and visiting offices by using Indiabulls Saral Partner App.

How to set up SIPs for existing investors?

For existing investors, setting up SIPs in mutual funds in simpler. Follow the steps mentioned below:

• Step 1: Login :

  Login to the Indiabulls Saral Partner App using either OTP or Password and select “Existing Investor”.

• Step 2: Enter Folio Number & Enter OTP :

  Enter the folio number. If you don’t have the folio number, refer investor’s PAN. Enter the OTP in the app sent to the investor’s registered mobile number.

• Step 3: Select Folio & Fill in SIP Details :

  Select the appropriate folio & fill in SIP details including Scheme name, SIP amount, SIP date and other required details in the “Start SIP” screen.

• Step 4: Click on Invest & Select Bank :

  Click on “Invest”, the Bank details will be filled automatically attached to the Folio entered. Select appropriate Bank in consultation with the investor.

• Step 5: Confirmation :

  Review and confirm to initiate the investment.

Key Features of Indiabulls Saral Partner App :

• Distributor can initiate SIPs for investors new to Indiabulls Mutual Fund.
• Distributor can track their client’s transactions initiated by them through Indiabulls Saral Partner App.
• Distributor can initiate SIPs for existing Indiabulls Mutual Fund Investors.

Other Features of Indiabulls Saral Partner App :

• Transaction History: Distributors can track transaction status in the app itself.
• Product Catalogue: This helps distributors to check Indiabulls Mutual Fund product details.
• SIP Calculator: Distributors can use SIP Calculator to get a rough estimate of their maturity amount.

Mutual Fund Investments are subject to market risk, read all scheme related documents carefully.