SBI FUNDS MANAGEMENT LIMITED

RIASEC RegisteredEst. 2007

Total AUM

$175B

Discretionary

$168B

96% of AUM

Avg account

$91.7M

Accounts

1,907

Employees

2,229

Advisory reps

Firm details

Headquarters: MUMBAI,
CRD number: 142968
Registered since: April 9, 2007
Website: bank.sbi
Custodians: STANDARD CHARTERED BANK, SG AMERICAS SECURITIES, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government78.86%
Pension & Profit Sharing Plans18.19%
Banking / Thrift Institutions2.78%
HNWI0.08%
Sovereign Wealth Funds0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sbi Funds Management Limited is a foreign entity that operates as an investment management firm, primarily focusing on portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Established in 2007, the firm has developed a client base that includes both individual and institutional investors. Sbi Funds Management Limited is recognized for its active engagement in environmental, social, and governance (ESG) investing, reflecting a commitment to sustainable investment practices. The firm employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees, allowing for flexibility in its service offerings.