SBI Mutual Fund launches InvesTap Nxt, an AI-powered next-generation investment platform

SBI Mutual Fund has announced the launch of InvesTap Nxt, the next generation of its digital investment platform, aimed at delivering a more intuitive, personalised and insight-driven investing experience for retail investors.

The platform was formally unveiled on January 27, 2026, at SBI Bhavan in Mumbai by Challa Sreenivasulu Setty, Chairman, State Bank of India.

Conversational AI-led investing experience

InvesTap Nxt integrates conversational AI, intelligent workflows and Account Aggregator-enabled data access to provide investors with a simplified and holistic view of their financial portfolios. The platform builds on SBI Mutual Fund’s recently launched AI-powered WhatsApp assistant, SmartAssist, which has now been enhanced and embedded within the app.

Through a conversational interface, investors can ask questions, explore investment options, track portfolio performance and access service requests using natural language rather than navigating traditional menus. The AI engine interprets user intent, analyses portfolio data and delivers insights aligned with individual financial ...