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

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

Sundaram-Mutual-Fund-Distributor-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 Sundaram.

Line of Business Mutual Fund Distributor
Unit / Shop Area 150 – 250 Sq. Ft.
Commission% / Revenue Sharing 3 to 4% of AUM
Total Investment Rs.50,000 – Rs.1 Lakh
ROI Timeframe 3 – 4 Month

What do you know about Sundaram Mutual Fund Distributorship Program?

About the Brand
Industry Finance & Money
Business Line Mutual Fund Distributor
Organization Type Public
Head Office Chennai
Founder T.S.Santhanam
Founded In (year) 1996
No. of Distributors 100+
Master Distributorship Not Available
Distributorship Tenure 2 years
Distribution Location All over India
Business Set-Up Time 30 days
Distributorship Commencement Year 2010

How much does Sundaram Mutual Fund Distributor Cost?

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

What is Sundaram Mutual Fund Agent Commission?

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

How much you can earn from Sundaram Mutual Fund Advisor Program?

Monthly Revenue
Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 93,700
Total AUM – Lumpsum (Rs.) 14,05,500
Active SIP Clients 150
Avg. AUM per Client – SIP (Rs.) 9,370
Total AUM – SIP (Rs.) 14,05,500
Total AUM (Rs.) 28,11,000
Distributor’s Income (4% of AUM) (Rs.) 1,12,440
Monthly Expenses
Office Rent (Rs.) 14,000
Telecallers Salary (Rs.) 14,500
Dealer Salary (Rs.) 17,500
Misc. Expenses (Rs.) 4,500
Total Expenses (Rs.) 50,500
Monthly Profit
Net Profit (Rs.) 61,940
Profit Margin 55%

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

ROI Timeframe / Breakeven Time
In Months 3 – 4 Month

How to access Sundaram Mutual Fund Distributor Dashboard?

Mutual Fund Dashboard Access
Sundaram MF Advisor Dashboard Dashboard Link

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What is the Sundaram MF Seller Infrastructure requirement?

Infrastructure Required
Shop / Unit Area 150 – 250 Sq. Ft. (Optional)
Employee Strength Minimum 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 Sundaram 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 Not Available
Website Support Not Available
Operation Manual Not Available
Training Manual Available

What kind of Marketing Support is provided by Sundaram 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 Sundaram Mutual Fund Distributor gets training?

Training by Brand
Product Information Training Provided
Dealers Training Not Provided
Service Training Provided

What are the Products & Services provided to Sundaram 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 NA
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 Sundaram Mutual Fund Distributor?

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

Is ARN Number required to become Sundaram Mutual Fund Seller?

ARN number Compulsory

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

MF Seller Ratings – by FranchiseGuru
Revenue Sharing 3.30 / 5
Distributorship Fees & Investment 2.90 / 5
Support & Training 3.69 / 5
ROI Timeframe 3.49 / 5
Brand Value 3.59 / 5
Overall Ratings 3.40 / 5

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