Kotak 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 Kotak 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.

Kotak Mutual Fund Distributor - Business Overview

Total Distribution Network

3000+

Approx. Investment

Rs.1.4 Lakh - Rs.1.6 Lakh

Commission Range

1% to 2% of AUM

Avg. Monthly Profit

Rs.68,750

Breakeven Time

2 - 3 Months

Payout Time

30 Days

Kotak Mutual Fund Distributor Commission & Referral Bonus

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition

NA

Kotak MFD Cost & Office Expenses

Distributorship Fees (One Time)

Rs.1 lakh

Office Expenses (Monthly)

Rs.40,000 - Rs.60,000

Kotak Mutual Fund Seller - Expected Profits & Income

Active Lumpsum Clients

20

Avg. AUM per Client - Lumpsum (Rs.)

1,03,000

Total AUM - Lumpsum (Rs.)

20,60,000

Active SIP Clients

800

Avg. AUM per Client - SIP (Rs.)

10,300

Total AUM - SIP (Rs.)

82,40,000

Total AUM (Rs.)

1,03,00,000

Distributor's Share (Rs.)

1,28,750

New Client Acquisition

50

Client Acquisition Income (Rs.)

-

Total Distributors Income

1,28,750

Total Expenses

60,000

Distributors's Net Profit

68,750

Net Profit Margin

53.40%

Kotak Mutual Fund Advisor ROI or Breakeven

In Months

2 - 3 Months

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Kotak Mutual Fund Distributor Dashboard or Backoffice Platform

Web or App Dashboard


Kotak MF Distributor Dashboard - Features

Auto Debit Request - SIP

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

Provided

Lead Deletion

Provided

Kotak Mutual Fund Agent - Office Requirement

Area in Sq. Ft.

150 - 200 Sq. Ft.

No. of Employees

Minimum 2

Reception

Optional

Managers Cabin

Optional

Advisor Terminal

Optional

Mobile or Telephones

Compulsory

Call Recording

Optional

Laptops or Computers

Compulsory

CCTV

Compulsory

Kotak Mutual Fund Distributorship - Support

Dedicated RM Support

Provided, Free

ARN Generation Support

Provided

Acquisition Support

Provided

Products Training

Provided

Webinars

Provided

Advisory Support

Provided

Backoffice Support

Provided

Marketing Support

Provided, Limited

Kotak Mutual Fund Advisor Offers

Commission above 1%

Offered

Zero Investment

Not Offered

Free Advisory

Offered

Direct Mutual Fund

Offered

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Kotak Mutual Fund Distributor Business - Products Offers

SIP Mutual Fund

Available

Lumpsum Mutual Fund

Available

Direct Mutual Fund

Available

PMS or PCG

Available

Equity

Available

Derivatives

Available

Commodity

Available

Currency

Available

IPOs / FPOs / NCDs

Available

ETFs

Available

Insurance

Available

Loans

Available

Kotak MFD Business - Eligibility Criteria

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

ARN Generation

Yes, Compulsory

Kotak 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

Kotak Mutual Fund Distributor Logo

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