Plot no. 129/1 Industrial Estate Phase 1, Chandigarh
+91-099880 09994
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
• 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
• 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
• Publications
•Market Trends
• Star Funds
• Equity and Debt Analysis
MARKETING SUPPORT
• Quality Promotional Material
• Exclusive Start up Sales Kit
• Exclusive Start up Sales Kit
TECHNOLOGY SOLUTIONS
• Partner Desk
• CRM Desk
• Client Desk
•Mobile Apps
• CRM Desk
• Client Desk
•Mobile Apps
CUSTOMER CARE
• Online Query Module
• Toll Free Number for Partners
• Quick TAT for Faster Resolution
• Toll Free Number for Partners
• Quick TAT for Faster Resolution
What we offer to our Partners
Opportunities for Mutual Fund Distributor
India's Population
134 Cr. +
People Having Bank Account
75 Cr. +
Mutual Fund AUM Over Next Decade
100 Cr. +
People Having Insurance
35 Cr. +
People Having PAN Number
29 Cr. +
Growth of Mutual Fund FY 2014-2018
31%
Mutual Funds Investors
JUST 3 CRORE+
Mutual Fund Distributors
Only 1 LAC +
Finacial Products Offering
MUTUAL FUNDS
PMS
EQUITY & ETF
BONDS & DEBTS
LOAN AGAINST MF
Be a partner in Mutual Fund business fill the below form
Training To Become An Expert Financial Guru
Clearing the AMFI EXAM
Understand all Types of Financial Products
Financial Planning
Rebalancing
Asset Allocation
Your Distributor Dashboard
TECH AS AN ENABLER
KYC | FRESH CLIENT ACQUISITION | PORTFOLIO TRACKER & MANAGEMENT
SUCCESSION PLANNING
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:
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
Testimonials
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, Pune)
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, Delhi)
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, Sikkim)
Testimonials
Frequently Asked Questions
01
What is the scope and opportunity of the Mutual Fund Business ?
The Indian mutual fund industry is currently worth around Rs. 38 lakh cr AUM. It is the fastest growing financial Industry with 22% of Growth rate over the last 5 years. Out of 135 Crore Indians, only 3.25 crore individuals are currently investing in MF. That is less than 2% of our population. This shows high potential in the industry. Every month, around 8–10 lakh new investors join the mutual fund industry.
Despite the growth in MF investors, there is still a long way to go as
- We still have an under-performed mutual fund market as compared to the developed world – AUM to GDP Ratio – India – 12% Vs World Average – 63%
- Low Competition : Only 1.26 lakh Mutual fund distributors Vs 20 lakh + Insurance advisors
- Over the next decade, about 100 Lac Cr. of AUM opportunity is expected.
The huge gap between demand and supply creates great career opportunities for you.
02
How much does a Mutual fund distributor earn?
The beauty of this business lies in its commission, which is known as the “trail commission.” This commission is quite unique in nature and the payout here is done on a monthly basis. The two biggest advantages of this commission are that, firstly, it’s calculated on the market value of the investment and, secondly, one gets commission as long as the client is holding onto his investment in the market. Another unique feature which sets it apart from other financial products is the Power of compounding, this factor helps in growing your earnings exponentially.
So, for an example, if you are managing client investments of around Rs. 10 Crore and trail rate is 0.60%, you get a monthly trail income of Rs. 50,000. This income will increase based on movement of stock market and new business brought by you.
LETS UNDERSTAND EARNING WITH EXAMPLE
IF YOU GET AN INVESTMENT OF Rs.1 LAC FROM AN INVESTOR, AND THIS AMOUNT
REMAINS INVESTED IN MF FOR 15 YEARS, WHAT WILL YOU EARN?
| YEAR | AUM GROWTH | TRAIL | CUMULATIVE INCOME |
| 1 | 1,15,000 | 805 | 805 |
| 2 | 1,32,250 | 926 | 1731 |
| 3 | 1,52,088 | 1065 | 2795 |
| 5 | 2,01,136 | 1408 | 5,428 |
| 10 | 4,04,556 | 2832 | 16,344 |
| 15 | 8,13,706 | 5696 | 38,302 |
Assume: Market Growth – 15%, Trail – 0.70%
03
What will be the total investment to start a mutual fund business ?
For becoming a Mutual Fund distributor
NJ Value pack Registration fees : Rs. 7000 ( Rs.2000 for NISM Mutual fund VA Exam + Study material & Rs.5000 for NJ subscription fee.
Rs.1500+ Gst fees for ARN Application to CAMS Separately as an individual. ARN fees for non-individuals are different from those for individuals.
For Existing Mutual Fund Distributors ( ARN Holder ) :
Rs.5000 as NJ Subscription fee is refundable subject to fulfillment of minimum business criteria within first 3 months of starting the business
04
What are the fees for reappearing for the NISM Mutual Fund VA Exam in case of failure?
In case you fail the exam, you simply have to pay Rs. 1500 for a repeat attempt of the NISM Mutual Fund VA Exam.
05
Are there any limitations in terms of the number of attempts for appearing in NISM Mutual Fund VA exams ?
There is no limitation on the number of attempts in an exam.
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Quick Links
Quick Links
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