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Credit Suisse Mutual Fund Distributor or Agent Program Review – Cost, Commission, Returns & more

The Credit Suisse Mutual Fund Distributor Program stands as a pinnacle in the financial landscape, offering aspiring individuals a gateway to success as Credit Suisse Mutual Fund Agents.

Credit Suisse Mutual Fund logo 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 Credit Suisse .

Line of Business Mutual Fund Distributor
Unit / Shop Area 100 – 200 Sq. Ft.
Commission% / Revenue Sharing 2 to 3% of AUM
Total Investment Rs.35,000 – Rs.65,000
ROI Timeframe 2 – 3 Month

What do you know about Credit Suisse Mutual Fund Distributorship Program?

About the Brand
Industry Finance & Money
Business Line Mutual Fund Distributor
Organization Type Public
Head Office Mumbai
Founder Alfred Escher
Founded In (year) 1856
No. of Distributors 50+
Master Distributorship Not Available
Distributorship Tenure 2 years
Distribution Location All over India
Business Set-Up Time 10 Days
Distributorship Commencement Year 1996

How much does Credit Suisse Mutual Fund Distributor Cost?

Investment by Distributor
Distributorship Fee Rs.5,000
Infrastructure Investment Rs.30,000 – Rs.60,000

What is Credit Suisse 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 Credit Suisse Mutual Fund Advisor Program?

Monthly Revenue
Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 84,500
Total AUM – Lumpsum (Rs.) 16,90,000
Active SIP Clients 250
Avg. AUM per Client – SIP (Rs.) 8,450
Total AUM – SIP (Rs.) 21,12,500
Total AUM (Rs.) 38,02,500
Distributor’s Income (4% of AUM) (Rs.) 1,14,075
Monthly Expenses
Office Rent (Rs.) 15,000
Telecallers Salary (Rs.) 16,000
Dealer Salary (Rs.) 18,000
Misc. Expenses (Rs.) 4,000
Total Expenses (Rs.) 53,000
Monthly Profit
Net Profit (Rs.) 61,075
Profit Margin 54%

How much time does it take for Credit Suisse MF Distributor to breakeven?

ROI Timeframe / Breakeven Time
In Months 2 – 3 Month

How to access Credit Suisse Mutual Fund Distributor Dashboard?

Mutual Fund Dashboard Access
Credit Suisse MF Advisor Dashboard Dashboard Link

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What is the Credit Suisse MF Seller Infrastructure requirement?

Infrastructure Required
Shop / Unit Area 100 – 200 Sq. Ft.
Employee Strength Minimum 2
Research / Advisory Optional
Trading Terminals Set-up Compulsory
Telephone Lines Compulsory
Computer / Internet Connectivity Compulsory
Airconditioner Optional
CCTV Set-up Compulsory

What is the extent of Support provided to Credit Suisse Mutual Fund Distributor?

Support from Brand
Offers Available
Client Interaction Training Available
Relationship Manager Support Available
Back-Office Support Available
MF Investment Support Available
MF Advisory Support Available
Marketing Support Partially Available
Business Management Software Not Available
Website Support Not Available
Operation Manual Not Available
Training Manual Available

What kind of Marketing Support is provided by Credit Suisse MF Advisor Program?

Marketing Support by Brand
Unit Interior & Exterior Ads Available
Local Advertisement Available
Digital Marketing Not Available
Television Advertisement Not Available
Prints Advertisement Not Available
Events/Seminars Not Available

Does Credit Suisse Mutual Fund Distributor gets training?

Training by Brand
Product Information Training Provided
Dealers Training Provided
Service Training Provided

What are the Products & Services provided to Credit Suisse Mutual Fund Agent?

Products / Service Offerings
SIP Mutual Fund Available
Lumpsum Mutual Fund Available
Direct Mutual Fund Available
Equity Trading NA
Commodity Trading NA
Currency Trading NA
Derivatives NA
Forex NA
Banking Available
Insurance NA
Demat Services NA
3 in 1 Acount NA
IPO Services NA
MF Recommendations Available
Robo Advisory NA
Mobile App Available
Web Trading Platform Available

What is the Eligibility Criteria to Become Credit Suisse Mutual Fund Distributor?

Distributor Qualification
Age Limit 24 Years & above
Business Experience Optional
Academic Qualification Graduate

Is ARN Number required to become Credit Suisse Mutual Fund Seller?

ARN number Not Compulsory

Which documents are required to become Credit Suisse Mutual Fund Agent?

Documents Required
Distributorship Agreement Required
Proprietor Aadhaar Copy Required
Proprietor Photo Required
Proprietor / Business PAN Copy Required
Business TAN Copy Required
GST Registration Certificate Required
Proprietor / Business Address Proof Required
Unit / Shop Address Proof Required
NISM Certification Required
NOC of Unit / Shop Required

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Is Credit Suisse Mutual Fund Advisor Program good for you?

MF Seller Ratings – by FranchiseGuru
Revenue Sharing 4.08 / 5
Distributorship Fees & Investment 4.11 / 5
Support & Training 4.06 / 5
ROI Timeframe 4.17 / 5
Brand Value 4.13 / 5
Overall Ratings 4.12 / 5

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