Desktop Banner

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

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

JM Financial Franchise 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 JM Financial.

Line of Business Mutual Fund Distributor
Unit / Shop Area 100 – 200 Sq. Ft.
Commission% / Revenue Sharing 3 to 4% of AUM
Total Investment Rs.75,000 – Rs.1 Lakh
ROI Timeframe 3 – 4 Month

What do you know about JM Financial Mutual Fund Distributorship Program?

About the Brand
Industry  Coney
Business Line Mutual Fund Distributor
Organization Type Public
Head Office Mumbai
Founder Nimesh Kampani
Founded In (year) 1994
No. of Distributors 2000+
Master Distributorship Not Available
Distributorship Tenure 2 years
Distribution Location All over India
Business Set-Up Time 30 days
Distributorship Commencement Year 2000

How much does JM Financial Mutual Fund Distributor Cost?

Investment by Distributor
Distributorship Fee Rs.50,000
Infrastructure Investment Rs.25,000 – Rs.50,000

What is JM Financial Mutual Fund Agent Commission?

Commission% / Revenue Sharing
Distributor Commission 3 to 4% of AUM
Brand Commission Zero Commission

How much you can earn from JM Financial Mutual Fund Advisor Program?

Monthly Revenue
Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 92,500
Total AUM – Lumpsum (Rs.) 13,87,500
Active SIP Clients 150
Avg. AUM per Client – SIP (Rs.) 9,250
Total AUM – SIP (Rs.) 13,87,500
Total AUM (Rs.) 27,75,000
Distributor’s Income (4% of AUM) (Rs.) 1,11,000
Monthly Expenses
Office Rent (Rs.) 15,000
Telecallers Salary (Rs.) 15,000
Dealer Salary (Rs.) 18,000
Misc. Expenses (Rs.) 5,000
Total Expenses (Rs.) 53,000
Monthly Profit
Net Profit (Rs.) 58,000
Profit Margin 52%

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

ROI Timeframe / Breakeven Time
In Months 3 – 4 Month


How to access JM Financial Mutual Distributor Dashboard?

Mutual Fund Dashboard Access
JM Financial MF Advisor Dashboard Dashboard Link

Brands you may Like

Bajaj Finserv Mutual Fund Distributor Edelweiss Mutual Fund Distributor
Motilal Oswal Mutual Fund Distributor Bandhan Mutual Fund Distributor
IIFL Mutual Fund Distributor IL&FS Infra Mutual Fund Distributor
NJ Mutual Fund Distributor Indiabulls Mutual Fund Distributor
DSP Mutual Fund Distributor ITI Mutual Fund Distributor

What is the JM Financial MF Seller Infrastructure requirement?

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

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

Support from Brand
Offers Occasionally 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 Available
Website Support Not Available
Operation Manual Not Available
Training Manual Available

What kind of Marketing Support is provided by JM Financial 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 JM Financial 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 JM Financial 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 Available
Insurance NA
Demat Services Available
3 in 1 Acount NA
IPO Services Available
MF Recommendations Available
Robo Advisory NA
PMS Available
Mobile App Available
Web Trading Platform Available

What is the Eligibility Criteria to Become JM Financial Mutual Fund Distributor?

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

Is ARN Number required to become JM Financial Mutual Fund Seller?

ARN number Compulsory

Which documents are required to become JM Financial 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

Brands you may Like

Taurus Mutual Fund Distributor Quantum Mutual Fund Distributor
Kotak Mutual Fund Distributor Samco Mutual Fund Distributor
Navi Mutual Fund Distributor Shriram Mutual Fund Distributor
PPFAS Mutual Fund Distributor Sundaram Mutual Fund Distributor
Quant Money Mutual Fund Distributor Tata Mutual Fund Distributor

Is JM Financial Mutual Fund Advisor Program good for you?

MF Seller Ratings – by FranchiseGuru
Revenue Sharing 4.08 / 5
Distributorship Fees & Investment 4.12 / 5
Support & Training 4.25 / 5
ROI Timeframe 4.21 / 5
Brand Value 4.23 / 5
Overall Ratings 4.20 / 5


Important Links

Best Franchise in India