SBI Funds Management Private Limited Review


Trust Score 96%
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SBI Funds Management Private Limited, federally registered in 2007, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 49 advisors. SBI Funds Management Private Limited manages $5.4 billion and provides investment advisory services for 170 clients (1:4 advisor/client ratio).

Fees generally vary. Please contact an adviser for details.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 4 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees generally vary. Please contact an adviser for details.
Minimum Investment $39,000
Minimum Annual Fee $0
Average Account AUM $31,914,405
Hybrid Advisor No
Disciplinary History No
Total AUM $5.4 billion
Advisor / Client Ratio 1:4
Headquarters Mumbai, India
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