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

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

Trade Smart 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 Trade Smart.

Line of Business Mutual Fund Distributor
Unit / Shop Area 150 – 200 Sq. Ft.
Commission% / Revenue Sharing 50% to 75%
Total Investment Rs.3,000 – Rs.50,000
ROI Timeframe 1 Month

What do you know about Trade Smart Mutual Fund Distributorship Program?

About the Brand
Industry Finance & Money
Business Line Sub Broker
Organization Type Private
Head Office Mumbai
Founder Vikas Singhania
Founded In (year) 2013
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 2013

How much does Trade Smart Mutual Fund Distributor Cost?

Investment by Distributor
Distributorship Fee Rs.10,000
Infrastructure Investment Zero – Rs.40,000

What is Trade Smart 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 Trade Smart Mutual Fund Advisor Program?

Monthly Revenue
Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 85,000
Total AUM – Lumpsum (Rs.) 17,00,000
Active SIP Clients 700
Avg. AUM per Client – SIP (Rs.) 8,500
Total AUM – SIP (Rs.) 59,50,000
Total AUM (Rs.) 76,50,000
Distributor’s Share (Rs.) (1% of AUM) 76,500
New Client Acquisition 50
Client Acquisition Income (Rs.) 10,000
Total Distributors Income 86,500
Total Expenses 25,000
Distributor’s Net Profit 61,500
Net Profit Margin 71.10%

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

ROI Timeframe / Breakeven Time
In Months 2 Month

How to access Trade Smart Mutual Fund Distributor Dashboard?

Mutual Fund Dashboard Access
Trade Smart MF Advisor Dashboard Dashboard Link

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What is the Trade Smart MF Seller Infrastructure requirement?

Infrastructure Required
Shop / Unit Area 150 – 200 Sq. Ft.
Employee Strength Minimum 2
Research / Advisory Optional
Trading Terminals Set-up Optional
Telephone Lines Optional
Computer / Internet Connectivity Compulsory
Airconditioner Optional
CCTV Set-up Compulsory

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

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

What kind of Marketing Support is provided by Trade Smart 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 Trade Smart 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 Trade Smart 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 Available
Derivatives Available
Forex NA
Banking NA
Insurance Available
Demat Services Available
3 in 1 Acount NA
IPO Services Available
MF Recommendations Available
Robo Advisory NA
Mobile App Available
Web Trading Platform Available

What is the Eligibility Criteria to Become Trade Smart Mutual Fund Distributor?

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

Is ARN Number required to become Trade Smart Mutual Fund Seller?

ARN number Not Compulsory

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

MF Seller Ratings – by FranchiseGuru
Revenue Sharing 3.46 / 5
Distributorship Fees & Investment 3.36 / 5
Support & Training 3.48 / 5
ROI Timeframe 3.32 / 5
Brand Value 3.38 / 5
Overall Ratings 3.40 / 5

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