Trade Smart 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 Trade Smart 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.

Trade Smart Mutual Fund Distributor - Business Overview

Total Distribution Network

700+

Approx. Investment

Rs.3,000 - Rs.28,000

Commission Range

0.75% to 1.5% of AUM

Avg. Monthly Profit

Rs.61,500

Breakeven Time

1 - 2 months

Payout Time

30 Days

Trade Smart Mutual Fund Distributor Commission & Referral Bonus

Revenue Sharing

0.75% to 1.5% of AUM

Per Client Acquisition

Rs.200

Trade Smart MFD Cost & Office Expenses

Distributorship Fees (One Time)

Rs.3,000

Office Expenses (Monthly)

Zero - Rs.25,000

Trade Smart Mutual Fund Seller - Expected Profits & Income

Active Lumpsum Clients

20

Avg. AUM per Client - Lumpsum (Rs.)

85,000

Total AUM - Lumpsum (Rs.)

17,00,000

Active SIP Clients

700

Avg. AUM per Client - SIP (Rs.)

8,500

Total AUM - SIP (Rs.)

59,50,000

Total AUM (Rs.)

76,50,000

Distributor's Share (Rs.)

76,500

New Client Acquisition

50

Client Acquisition Income (Rs.)

10,000

Total Distributors Income

86,500

Total Expenses

25,000

Distributors's Net Profit

61,500

Net Profit Margin

71.10%

Trade Smart Mutual Fund Advisor ROI or Breakeven

In Months

1 - 2 months

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Trade Smart Mutual Fund Distributor Dashboard or Backoffice Platform

Web or App Dashboard


Trade Smart 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

Trade Smart Mutual Fund Agent - Office Requirement

Area in Sq. Ft.

150 - 200 Sq. Ft.

No. of Employees

Atleast 1

Reception

Optional

Managers Cabin

Optional

Advisor Terminal

Optional

Mobile or Telephones

Compulsory

Call Recording

Optional

Laptops or Computers

Compulsory

CCTV

Compulsory

Trade Smart Mutual Fund Distributorship - Support

Dedicated RM Support

Provided

ARN Generation Support

Provided

Acquisition Support

Provided, Limited

Products Training

Provided

Webinars

Not Provided

Advisory Support

Provided, Chargeable

Backoffice Support

Provided

Marketing Support

Provided, Limited

Trade Smart Mutual Fund Advisor Offers

Commission above 1%

Offered

Zero Investment

Not Offered

Free Advisory

Not Offered

Direct Mutual Fund

Not Offered

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Trade Smart Mutual Fund Distributor Business - Products Offers

SIP Mutual Fund

Available

Lumpsum Mutual Fund

Available

Direct Mutual Fund

NA

PMS or PCG

NA

Equity

Available

Derivatives

Available

Commodity

Available

Currency

Available

IPOs / FPOs / NCDs

Available

ETFs

Available

Insurance

NA

Loans

NA

Trade Smart MFD Business - Eligibility Criteria

Age

21+ Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

ARN Generation

Optional

Trade Smart 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

Trade Smart Logo

Customer ratings and reviews of Trade Smart MF Distributor

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