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SBICAP Securities product offerings include equity, F&O, currency derivatives, IPO, MF, and NCDs. Thus, one can invest in Initial Public Offerings as well as Mutual Funds with SBICAP Securities. Check here the comprehensive review about SBICAP Securities IPO and MF Investment.
Whenever a private company raises money from the public by issuing shares for the first time then it comes in the form of IPO, known as initial public offerings. SBICAP Securities Ltd, the full-service broker offers you the facility to invest in IPO through both the ASBA process and UPI. Both the Indian citizens as well as NRIs (except the US, UK, Canada, and Japan) can invest in IPO with SBICAP Securities. A person can use their 3-in-1 account integrating SBICAP Securities Demat Account, SBICAP Securities Trading Account and SBI Bank Account to invest in IPO with SBISMART.
Applications Supported by Blocked Amount (ASBA) is an application with an authorization to block the money in the bank account of an applicant. Whenever any investor applies in IPO through ASBA, the blocked application money is debited from his/her bank account, if shares are allotted otherwise, the issue is withdrawn. Follow the below-provided process to invest in IPO with SBISMART.
Unified Payment Interface (UPI) is a payment system that is used to transfer money between two parties’ bank accounts instantly. SBICAP Securities offers a facility to invest in IPO through UPI. Clients have to follow the below process to invest in IPO through SBISMART using UPI.
SBICAP Securities has a widespread branch network of 115+ branches from where it offers offline services to clients. If you are an offline investor, then to invest in IPO, you can visit any of the nearest branches of SBICAP Securities, fill the physical application form and submit it.
SBICAP Securities has a YouTube channel where it posts many videos about its offerings and trading platforms. Further, at the website, you can check the video demo as well as document demo to know the application process to apply in IPO with SBISMART.
Click here to check SBISMART IPO Application Process Demo via ASBA & UPI
Consideration
The broker doesn’t charge anything to invest in IPO means investment in IPO with SBICAP Securities is completely free.
To check the IPO application status, follow the below steps;
To check the IPO allotment status, you have to follow the below steps;
SBICAP Securities Ltd provides a mutual fund investment facility. The broker has partnered with 20+ AMCs to offer mutual fund investment services. The broker only offers regular mutual funds and doesn’t offer direct mutual funds to clients. The broker provides all kinds of schemes such as equity, debt, and hybrid. You can invest in mutual funds with SBICAP Securities via any route, SIP or lumpsum as per your convenience. The broker has a team of relationship managers and independent financial advisors that assist clients to make decisive investment decisions.
The key benefits of investing in mutual funds with SBICAP Securities are listed below:
Considerations
The broker doesn’t charge for investment in mutual funds means mutual fund investment with SBICAP Securities is free.
You can check the demo provided here to invest in mutual funds with SBICAP Securities.
Click here to check SBICAP Securities MF Investment Demo
You can either follow the online or offline process to invest in mutual funds with SBICAP Securities. Online investment can be made either through the trading terminal – SBISMART Xpress or its trading website - SBISMART.com but can’t invest through SBISMART Money Mobile Trading Application.
Follow the below process for online investment in mutual funds;
Alternatively, you can choose offline method wherein you just have to visit any of the branches of SBICAP Securities and show your interest to invest in mutual funds, the team will help you out to complete necessary documentation requirement such as KYC compliance etc. to invest in mutual funds.
To invest in mutual funds, SBICAP Sec offers various mutual fund calculators such as SIP Returns Calculator, Retirement Savings calculator, Marriage Savings calculator, Education Savings calculator, and Risk Analyzer calculator.
This is useful to know the monthly SIP amount or target amount that one can achieve by investing periodically.
The tool helps to find out one’s risk appetite whether defensive, moderate or aggressive.
The calculator is useful to determine the target corpus required to have a happy retirement life.
The calculator is used to determine the future value of investment made during the specified investment tenure or to figure out the monthly investment required to reach the wished corpus.
This particular calculator figures out the amount required for children’s education.
Last Updated on 13th Sep 2023
You can either select ASBA or UPI to apply in IPO with SBICAP Securities following the below provided process;