Partner With Us | Simplifysors

Become a successful Mutual Fund Distributor

What we offer to our Partners

SALES SUPPORT

• Dedicated Relationship Manager
• Activity Planning
• Target Setting
• Annual Contests & Reward Programs

TRAINING SUPPORT

• New Partner Orientation Training
• AMFI Training
• Products Trainings
• Sales & Motivation Trainings
• Soft Skills & Personality Development

RESEARCH SUPPORT

• Research on MF Schemes
• Publications
•Market Trends
• Star Funds
• Equity and Debt Analysis

MARKETING SUPPORT

• Quality Promotional Material
• Exclusive Start up Sales Kit

TECHNOLOGY SOLUTIONS

• Partner Desk
• CRM Desk
• Client Desk
•Mobile Apps

CUSTOMER CARE

• Online Query Module
• Toll Free Number for Partners
• Quick TAT for Faster Resolution

Be a partner in Mutual Fund business fill the below form

Finacial Products Offering

MUTUAL FUNDS

PMS

EQUITY & ETF

BONDS & DEBTS

LOAN AGAINST MF

Your Distributor Dashboard

Training To Become An Expert Financial Guru

Clearing the AMFI EXAM

Understand all Types of Financial Products

Financial Planning

Rebalancing

Asset Allocation

Financial Planning is not easy, get Free Expert Advice on how to manage your finances & achieve your goals. (only for the first 50 queries in the day)

Fill Enquiry Form

Whatsapp Financial Expert

SUCCESSION PLANNING

Clarify Your Goals

When you want to leave
How much money you need from your business
Identify who will take over the business
Help determine what’s next for you

Build Your Plan

Evaluate potential successors
Consider strategies for carrying out and financing the succession plan

Manage Your Risks

Retain key customers by providing continuous support
Review strategies to protect against losses stemming from the death or disability of a key customer

Business Keeps Growing Even After You

As you build your business, thinking about a succession plan may not be top of mind. But a well-thought-out plan can actually help grow your firm by giving your employees, clients, suppliers and banks greater confidence in your company’s stability.

The best plans can take years to develop, so it is important to begin planning now. Our in-house experts will work with you and your team of advisors to design a comprehensive plan that is tailored to best ensure a smooth transition of your business. Our team of advisors will work with you to:

Joining Simplifysors as a partner was “an incredible turning point in my life. I will admit that I was a bit hesitant at first, owing to unpleasant experiences in the past but after joining Simplifysors, all my concerns flew right out the window. With an excellent team to support you at every step of the” “way, it doesn’t get any better than this.”

Satish Kumar

(Partner, Zirakpur)

It would be safe to assume that if it wasn’t forSimplifysors, I would have never thought about entering this field. My biggest concern was not having enough knowledge in this field. the incredible team at Simplifysors and their Training staff ensured that I was well equipped to handle any situation and answer any questions thrown my way, thanks to their well organized and regular training sessions.

Amita Sood

(Partner, Shimla)

Keeping up with industry trends and the latest and greatest can be quite a challenging feat if one thinks about it. Thanks to the team at Simplifysors who not only pretty much do 80% of the work but a/so ensure that you ‘re always on top of your plans and that the end customers receive the well deserved service they are looking for.

Asha Sharma

(Partner, Jind)