ITI 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 ITI 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.

ITI Mutual Fund Distributor - Business Overview

Total Distribution Network

1000+

Approx. Investment

Rs.1.15 Lakh - Rs.1.35 Lakh

Commission Range

1% to 2% of AUM

Avg. Monthly Profit

Rs.63,235

Breakeven Time

2 - 3 Months

Payout Time

30 Days

ITI Mutual Fund Distributor Commission & Referral Bonus

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition

NA

ITI MFD Cost & Office Expenses

Distributorship Fees (One Time)

Rs.75,000

Office Expenses (Monthly)

Rs.40,000 - Rs.60,000

ITI Mutual Fund Seller - Expected Profits & Income

Active Lumpsum Clients

15

Avg. AUM per Client - Lumpsum (Rs.)

94,500

Total AUM - Lumpsum (Rs.)

14,17,500

Active SIP Clients

670

Avg. AUM per Client - SIP (Rs.)

9,450

Total AUM - SIP (Rs.)

63,31,500

Total AUM (Rs.)

77,49,000

Distributor's Share (Rs.)

1,16,235

New Client Acquisition

30

Client Acquisition Income (Rs.)

-

Total Distributors Income

1,16,235

Total Expenses

53,000

Distributors's Net Profit

63,235

Net Profit Margin

54.40%

ITI Mutual Fund Advisor ROI or Breakeven

In Months

2 - 3 Months

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ITI Mutual Fund Distributor Dashboard or Backoffice Platform

Web or App Dashboard


ITI MF Distributor Dashboard - Features

Auto Debit Request - SIP

Not Provided

Leads Report

Provided

Monthly Payout Report

Provided

Clients Payment Report

Provided

Clients Activation Report

Provided

Clients Portfolio Report

Provided

Lead Addition Link

Provided

Manual Lead Addition

Provided

Lead Stage Info

Provided

Lead Info Backend Change

Not Provided

Lead Deletion

Not Provided

ITI Mutual Fund Agent - Office Requirement

Area in Sq. Ft.

250 - 300 Sq. Ft.

No. of Employees

Minimum 2

Reception

Optional

Managers Cabin

Optional

Advisor Terminal

Compulsory

Mobile or Telephones

Compulsory

Call Recording

Optional

Laptops or Computers

Compulsory

CCTV

Optional

ITI Mutual Fund Distributorship - Support

Dedicated RM Support

Provided, Charged

ARN Generation Support

Provided

Acquisition Support

Provided

Products Training

Provided

Webinars

Not Provided

Advisory Support

Provided

Backoffice Support

Provided

Marketing Support

Provided, Limited

ITI Mutual Fund Advisor Offers

Commission above 1%

Offered

Zero Investment

Not Offered

Free Advisory

Offered

Direct Mutual Fund

Offered

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ITI Mutual Fund Distributor Business - Products Offers

SIP Mutual Fund

Available

Lumpsum Mutual Fund

Available

Direct Mutual Fund

Available

PMS or PCG

NA

Equity

NA

Derivatives

NA

Commodity

NA

Currency

NA

IPOs / FPOs / NCDs

NA

ETFs

Available

Insurance

NA

Loans

NA

ITI MFD Business - Eligibility Criteria

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

ARN Generation

Yes, Compulsory

ITI Mutual Fund Agent Business - Documents Required

Distributorship Agreement

Compulsory

Identity Proof - Aadhaar

Compulsory

Address Proof - Aadhaar / Rental Agreement

Compulsory

PAN

Compulsory

Passport Size Photo

Compulsory

Bank Account Details

Compulsory

Bank Cancelled Cheque

Compulsory

ITI Mutual Fund Distributor Logo

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