Shriram 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 Shriram 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.

Shriram Mutual Fund Distributor - Business Overview

Total Distribution Network

100+

Approx. Investment

Rs.50,000 - Rs.1 Lakh

Commission Range

1% to 2% of AUM

Avg. Monthly Profit

Rs.61,081

Breakeven Time

2 - 3 Months

Payout Time

30 Days

Shriram Mutual Fund Distributor Commission & Referral Bonus

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition

NA

Shriram MFD Cost & Office Expenses

Distributorship Fees (One Time)

Rs.50,000

Office Expenses (Monthly)

Zero - Rs.50,000

Shriram Mutual Fund Seller - Expected Profits & Income

Active Lumpsum Clients

20

Avg. AUM per Client - Lumpsum (Rs.)

92,700

Total AUM - Lumpsum (Rs.)

18,54,000

Active SIP Clients

750

Avg. AUM per Client - SIP (Rs.)

9,270

Total AUM - SIP (Rs.)

69,52,500

Total AUM (Rs.)

88,06,500

Distributor's Share (Rs.)

1,10,081

New Client Acquisition

50

Client Acquisition Income (Rs.)

-

Total Distributors Income

1,10,081

Total Expenses

49,000

Distributors's Net Profit

61,081

Net Profit Margin

55.49%

Shriram Mutual Fund Advisor ROI or Breakeven

In Months

2 - 3 Months

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Shriram Mutual Fund Distributor Dashboard or Backoffice Platform

Web or App Dashboard


Shriram 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

Not Provided

Lead Stage Info

Provided

Lead Info Backend Change

Not Provided

Lead Deletion

Not Provided

Shriram Mutual Fund Agent - Office Requirement

Area in Sq. Ft.

100 - 200 Sq. Ft. (Optional)

No. of Employees

Minimum 2 (Optional)

Reception

Optional

Managers Cabin

Optional

Advisor Terminal

Optional

Mobile or Telephones

Compulsory

Call Recording

Optional

Laptops or Computers

Compulsory

CCTV

Optional

Shriram Mutual Fund Distributorship - Support

Dedicated RM Support

Provided, Free

ARN Generation Support

Provided

Acquisition Support

Provided

Products Training

Provided

Webinars

Not Provided

Advisory Support

Provided

Backoffice Support

Provided

Marketing Support

Provided, Limited

Shriram Mutual Fund Advisor Offers

Commission above 1%

Offered

Zero Investment

Not Offered

Free Advisory

Offered

Direct Mutual Fund

Offered

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Shriram 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

NA

Loans

NA

Shriram MFD Business - Eligibility Criteria

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

ARN Generation

Yes, Compulsory

Shriram 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

Shriram Mutual Fund Distributor Logo

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