SBI Mutual Fund launches InvesTap Nxt,
\nan AI\u2011powered next\u2011generation investment platform
\n\u00a0
\nThe launch event was held at SBI Bhavan, Mumbai on 27th\u00a0January 2026, where the app was formally unveiled by SBI Chairman Mr. Challa Sreenivasulu Setty.
\nThe upgraded\u00a0InvesTap Nxt\u00a0app leverages conversational AI, intelligent workflows, and Account Aggregator\u2013enabled data access to provide seamless, comprehensive portfolio insights, making investment decisions simpler and more intuitive for investors.
\n\u00a0
\nMumbai | Feb 6, 2026
\nSBI Mutual Fund (SBIMF) today announced the launch of\u00a0InvesTap Nxt, a next generation of its digital investment platform. The launch follows the recent introduction of SBIMF\u2019s AI-powered WhatsApp chat companion called \u201cSmartAssist\u201d,\u00a0which has now been enhanced and integrated into InvesTap Nxt.<\/p>\n
Powered by advanced AI, conversational investment journeys, and\u00a0Wealth Index\u00a0via\u00a0Account Aggregator (AA) integration, InvesTap Nxt provides investors with a clearer and more personalised view of their financial portfolios.
\nThe platform delivers easy\u2011to\u2011understand insights and enables users to access their consolidated financial information across products and institutions, all within a secure, consent\u2011based framework.<\/p>\n
A more intuitive and friendly investing experience with your personal AI assistant
\nInvesTap Nxt introduces a conversational interface that enables investors to ask questions, explore investment options, and track portfolio performance in a simple and intuitive manner. The AI engine interprets user intent, analyses portfolio data, and delivers timely insights aligned with individual financial goals.<\/p>\n
\u201cWith InvesTap Nxt, we are moving beyond transactions to meaningful financial conversations,\u201d said\u00a0Mr. Nand Kishore, Managing Director & CEO, SBI Mutual Fund. \u201cThe platform gives investors greater clarity and confidence to make smarter investment decisions.\u201d<\/p>\n
Guided investment journeys powered by conversational AI
\nThe platform gives the investor a full perspective to make more insightful decisions. It supports guided journeys for product discovery with natural language capabilities.
\nAs the world moves towards conversational AI, SBIMF is ensuring that investors can smartly discover, invest and make service requests with simple conversations instead of navigating complex menus – from onboarding to fund discovery and investment to portfolio management. Investors can use simple queries to understand performance, asset allocation, and diversification, making the experience accessible to both new and experienced investors.
\nThese conversations adapt to user behaviour and preferences, ensuring relevant and personalised insights throughout the investment journey.<\/p>\n
Complete portfolio view through Account Aggregator
\nA key feature of InvesTap Nxt is its integration with India\u2019s\u00a0Account Aggregator ecosystem. With user consent, the platform securely aggregates financial information across multiple institutions \u2013 including bank accounts and investments \u2013 to provide a\u00a0360\u2011degree view\u00a0of financial health, known as the\u00a0\u201cWealth Index\u201d.
\nThis consolidated view helps investors plan better, assess risk more effectively, and understand asset allocation while maintaining complete control over their data. As the platform continues to evolve, the\u00a0Wealth Index\u00a0will further support investors in their financial journey through portfolio scores based on risk, diversification, and investment objectives.
\n\u201cBy combining conversational AI with Account Aggregator\u2011based insights, InvesTap Nxt acts as a true financial companion,\u201d said\u00a0Mr. Srinivas Jain, Executive Director & Head \u2013 Strategy, Digital & Technology, SBI Mutual Fund. \u201cIt helps investors not only see their portfolio but also clearly understand it.\u201d<\/p>\n
Secure, inclusive, and future\u2011ready
\nInvesTap Nxt has been developed with a strong emphasis on security, privacy, and regulatory compliance.
\nAvailable on both\u00a0Android and iOS, InvesTap Nxt serves as a\u00a024\u00d77 intelligent investment companion, helping users plan, invest, track, and optimise their portfolios with ease.<\/p>\n
About SBI Funds Management Limited (SBIFM), the asset management company of SBI Mutual Fund:
\nSBI Funds Management Limited is the asset management arm of SBI Mutual Fund, a joint venture between the State Bank of India (SBI), the Banker to every Indian, and Amundi, Europe\u2019s largest asset manager and a leading player in the global asset management industry. SBIFM offers a comprehensive suite of financial solutions, including Mutual Funds, Portfolio Management Services, Offshore Funds, Alternative Investment Funds (AIFs), and offerings through GIFT City. These services are tailored to meet the diverse needs of investors across segments, including Retail Investors, High-Net-Worth Individuals (HNIs), Corporates, and Institutional Clients. SBI Mutual Fund is India\u2019s leading mutual fund house, with average assets under management (AAUM) of around \u20b912.5 lakh crore as of December 31, 2025 (source: AMFI).<\/p>\n
Our Vision:\u00a0To be the most trusted and respected Asset Manager
\nOur Mission:\u00a0To be an ethical, responsive, and innovative partner in investment solutions.<\/p>\n
Disclaimer :<\/p>\n
This article is an aggregation of news and information sourced from various, different sources available on the public internet.Your Brandwala and its journalist team accept absolutely no responsibility, liability, or accountability for any reason whatsoever arising from the content of this article, including but not limited to, errors, inaccuracies, omissions, or any actions taken (or not taken) in reliance on the information presented herein. By reading this article, you acknowledge and agree that you use this information at your own risk. This content is provided for knowledge, information, and general awareness purposes only. It should not be considered as professional advice, a statement of fact, or an official publication of Your Brandwala. Readers are strongly encouraged to verify all facts, claims, and information from the original, related sources cited or mentioned in this article.<\/p>\n","protected":false},"excerpt":{"rendered":"
SBI Mutual Fund launches InvesTap Nxt, an AI\u2011powered next\u2011generation investment platform \u00a0 The launch event was held at SBI Bhavan, Mumbai on 27th\u00a0January 2026, where the app was formally unveiled by SBI Chairman Mr. Challa Sreenivasulu Setty. The upgraded\u00a0InvesTap Nxt\u00a0app leverages conversational AI, intelligent workflows, and Account Aggregator\u2013enabled data access to provide seamless, comprehensive portfolio …<\/p>\n","protected":false},"author":17,"featured_media":2856,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[178,144,179,180,176,143],"tags":[568],"class_list":["post-2855","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-entreprise-story","category-regional-business-news","category-smb-story","category-social-story","category-stories","category-trending-news","tag-sbi-funds-management"],"yoast_head":"\n