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

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

Finvasia-LogoThis 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 Finvasia.

Line of Business Mutual Fund Distributor
Unit / Shop Area 100 – 200 Sq. Ft.
Commission% / Revenue Sharing Flat 50%
Total Investment Zero – Rs.30,000
ROI Timeframe 1 Month

What do you know about Finvasia Mutual Fund Distributorship Program?

About the Brand
Industry Finance & Money
Business Line Sub Broker
Organization Type Private
Head Office Mohali
Founder Tajinder Pal Singh & Sarvjeet Singh
Founded In (year) 2009
No. of Distributors 100+
Master Distributorship Not Available
Distributorship Tenure Lifetime
Distribution Location All over India
Business Set-Up Time 15 days
Distributorship Commencement Year 2009

How much does Finvasia Mutual Fund Distributor Cost?

Investment by Distributor
Distributorship Fee Free
Infrastructure Investment Zero – Rs.30,000

What is Finvasia 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 Finvasia Mutual Fund Advisor Program?

Monthly Revenue
Active Lumpsum Clients 22
Avg. AUM per Client – Lumpsum (Rs.) 83,000
Total AUM – Lumpsum (Rs.) 18,26,000
Active SIP Clients 720
Avg. AUM per Client – SIP (Rs.) 8,300
Total AUM – SIP (Rs.) 59,76,000
Total AUM (Rs.) 78,02,000
Distributor’s Share (Rs.) (1% of AUM) 78,020
New Client Acquisition 60
Client Acquisition Income (Rs.) 12,000
Total Distributors Income 90,020
Total Expenses 25,000
Distributor’s Net Profit 65,020
Net Profit Margin 72.23%

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

ROI Timeframe / Breakeven Time
In Months 1 Month


How to access Finvasia Mutual Fund Distributor Dashboard?

Mutual Fund Dashboard Access
Finvasia MF Advisor Dashboard Dashboard Link

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What is the Finvasia MF Seller Infrastructure requirement?

Infrastructure Required
Shop / Unit Area 100 – 200 Sq. Ft. (Optional)
Employee Strength 1 to 2 (Optional)
Research / Advisory Optional
Trading Terminals Set-up Optional
Telephone Lines Compulsory
Computer / Internet Connectivity Compulsory
Airconditioner Optional
CCTV Set-up Compulsory

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

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

What kind of Marketing Support is provided by Finvasia 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 Finvasia 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 Finvasia Mutual Fund Agent?

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

What is the Eligibility Criteria to Become Finvasia Mutual Fund Distributor?

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

Is ARN Number required to become Finvasia Mutual Fund Seller?

ARN number Not Compulsory

Which documents are required to become Finvasia 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 Finvasia Mutual Fund Advisor Program good for you?

MF Seller Ratings – by FranchiseGuru
Revenue Sharing 3.88 / 5
Distributorship Fees & Investment 3.43 / 5
Support & Training 4.33 / 5
ROI Timeframe 4.11 / 5
Brand Value 4.22 / 5
Overall Ratings 4.00 / 5


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