Client Associates Mutual Fund Distributor or Seller or Agent – Commission, Cost & more
Client Associates Mutual Fund Distributor business provides a lucrative platform for individuals passionate about financial growth.
As a MF Distributor, you gain access to a broad portfolio of mutual fund products catering to diverse investment goals. This opportunity is ideal for building a robust client base with the backing of a trusted brand.
Becoming a Client Associates Mutual Fund Seller empowers you with dedicated tools, training, and marketing support to maximize earnings while helping clients achieve financial security and wealth creation goals effectively.
Client Associates Mutual Fund Distributor - Business Overview
Total Distribution Network
Approx. Investment
Commission Range
Avg. Monthly Profit
Breakeven Time
Payout Time
Client Associates Mutual Fund Distributor Commission & Referral Bonus
Revenue Sharing
Per Client Acquisition
Client Associates MFD Cost & Office Expenses
Distributorship Fees (One Time)
Office Expenses (Monthly)
Client Associates Mutual Fund Seller - Expected Profits & Income
Active Lumpsum Clients
Avg. AUM per Client - Lumpsum (Rs.)
Total AUM - Lumpsum (Rs.)
Active SIP Clients
Avg. AUM per Client - SIP (Rs.)
Total AUM - SIP (Rs.)
Total AUM (Rs.)
Distributor's Share (Rs.)
New Client Acquisition
Client Acquisition Income (Rs.)
Total Distributors Income
Total Expenses
Distributors's Net Profit
Net Profit Margin
Client Associates Mutual Fund Advisor ROI or Breakeven
In Months
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Client Associates Mutual Fund Distributor Dashboard or Backoffice Platform
Web or App Dashboard
Client Associates MF Distributor Dashboard - Features
Auto Debit Request - SIP
Leads Report
Monthly Payout Report
Clients Payment Report
Clients Activation Report
Clients Portfolio Report
Lead Addition Link
Manual Lead Addition
Lead Stage Info
Lead Info Backend Change
Lead Deletion
Client Associates Mutual Fund Agent - Office Requirement
Area in Sq. Ft.
No. of Employees
Reception
Managers Cabin
Advisor Terminal
Mobile or Telephones
Call Recording
Laptops or Computers
CCTV
Client Associates Mutual Fund Distributorship - Support
Dedicated RM Support
ARN Generation Support
Acquisition Support
Products Training
Webinars
Advisory Support
Backoffice Support
Marketing Support
Client Associates Mutual Fund Advisor Offers
Commission above 1%
Zero Investment
Free Advisory
Direct Mutual Fund
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Client Associates Mutual Fund Distributor Business - Products Offers
SIP Mutual Fund
Lumpsum Mutual Fund
Direct Mutual Fund
PMS or PCG
Equity
Derivatives
Commodity
Currency
IPOs / FPOs / NCDs
ETFs
Insurance
Loans
Client Associates MFD Business - Eligibility Criteria
Age
Nationality
Academic Qualification
NISM Certificate
ARN Generation
Client Associates Mutual Fund Agent Business - Documents Required
Distributorship Agreement
Identity Proof - Aadhaar
Address Proof - Aadhaar / Rental Agreement
PAN
Passport Size Photo
Bank Account Details
Bank Cancelled Cheque
