The Upstox Mutual Fund Distributor Program stands as a pinnacle in the financial landscape, offering aspiring individuals a gateway to success as Upstox Mutual Fund Agents.
This program is meticulously designed to empower professionals with the comprehensive knowledge and skills necessary for excelling in the dynamic mutual fund industry.
As a Distributor, participants gain access to a robust support system, cutting-edge technology, and a diverse range of mutual fund products, enabling them to cater to the unique financial needs of clients.
Joining this program opens doors to a rewarding career in financial services, backed by the credibility and expertise of Upstox.
Line of Business
Mutual Fund Distributor
Unit / Shop Area
100 – 200 Sq. Ft. (Optional)
Commission% / Revenue Sharing
30% – 50%
Total Investment
Zero – Rs.40,000
ROI Timeframe
1 Month
What do you know about Upstox Mutual Fund Distributorship Program?
About the Brand
Industry
Finance & Money
Business Line
Sub Broker
Organization Type
Private
Head Office
Mumbai
Founder
Raghu Kumar, Ravi Kumar
Founded In (year)
2011
No. of Distributors
3500+
Master Distributorship
Not Available
Distributorship Tenure
Lifetime
Distribution Location
All over India
Business Set-Up Time
1 Month
Distributorship Commencement Year
2013
How much does Upstox Mutual Fund Distributor Cost?
Investment by Distributor
Distributorship Fee
Rs.3000
Infrastructure Investment
Zero – Rs.30,000
What is Upstox Mutual Fund Agent Commission?
Commission% / Revenue Sharing
Distributor Commission
2 to 3% of AUM
Brand Commission
0.5 to 1% of AUM
How much you can earn from Upstox Mutual Fund Advisor Program?
Monthly Revenue
Active Lumpsum Clients
25
Avg. AUM per Client – Lumpsum (Rs.)
94,000
Total AUM – Lumpsum (Rs.)
23,50,000
Active SIP Clients
760
Avg. AUM per Client – SIP (Rs.)
9,400
Total AUM – SIP (Rs.)
71,44,000
Total AUM (Rs.)
94,94,000
Distributor’s Share (Rs.) (1% of AUM)
94,940
New Client Acquisition
70
Client Acquisition Income (Rs.)
21,000
Total Distributors Income
1,15,940
Total Expenses
25,000
Distributor’s Net Profit
90,940
Net Profit Margin
78.44%
How much time does it take for Upstox MF Distributor to breakeven?
ROI Timeframe / Breakeven Time
In Months
1 Month
How to access Upstox Mutual Fund Distributor Dashboard?
This program is meticulously designed to empower professionals with the comprehensive knowledge and skills necessary for excelling in the dynamic mutual fund industry.