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Know everything about Credit Suisse Mutual Fund Distributor Business here. Check out details like its Distributorship Review & Ratings, Infrastructure requirement, Support details, ROI tenure & more.

Advisor of Credit Suisse Mutual Fund is a leading Mutual Fund Distributor . You can check all relevant information & take your business investment decision.

Credit Suisse Mutual Fund Distributor Business Opportunity - Snapshot

Line of Business

Mutual Fund Distributor

Unit / Shop Area

100 - 200 Sq. Ft.

Commission

2 to 3% of AUM

Total Investment

Rs.35,000 - Rs.65,000

ROI Timeframe

2 - 3 Month

Credit Suisse Distributor Ratings by FranchiseByte

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

Star Ratings


Overview of Credit Suisse MF Distributor

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

Credit Suisse Mutual Fund Agent Investment

Distributorship Fee

Rs.5,000

Infrastructure Investment

Rs.30,000 - Rs.60,000

Credit Suisse Mutual Fund Advisor Commission

Distributor Commission

2 to 3% of AUM

Brand Commission

0.5 to 1% of AUM

Credit Suisse Mutual Fund Dealer - ROI Details

In Years

2 - 3 Month


Credit Suisse MF Distributor Profits Forecast

Check out details like Credit Suisse MF Advisor Profits, AUM, Expenses & more.

Monthly Income
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%

Credit Suisse Master Distributorship Details

Distributorship Fees

NA

Infrastructure Investment

NA

Commission% / Revenue Sharing

NA

Infrastructure Required by Credit Suisse MF Distributor

Office 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

Check out Business Opportunities with Similar Brands

Support provided to Credit Suisse MF Agent

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

Credit Suisse Mutual Fund Distributor - Marketing Support

Unit Interior & Exterior Ads

Available

Local Advertisement

Available

Digital Marketing

Not Available

Television Advertisement

Not Available

Prints Advertisement

Not Available

Events/Seminars

Not Available

Training provided by Credit Suisse MF Advisor

Product Information Training

Provided

Dealers Training

Provided

Service Training

Provided

Credit Suisse Distributor - Products/Service Offered

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

PMS

NA

Mobile App

Available

Web Trading Platform

Available

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Qualification Required to Become Credit Suisse Mutual Fund Advisor

Age Limit

24 Years & above

Business Experience

Optional

Academic Qualification

Graduate

Is ARN Compulsory for Credit Suisse Distributors or Agents?

ARN number

Not Compulsory

Documents Required to Start Credit Suisse Agency or Distributorship

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

NOC of Unit / Shop

Required

NISM Certification

Required


Credit Suisse MF Dealer Dashboard or Backoffice

Check out link to Credit Suisse MF Distributor Dashboard or Backoffice here.

Dashboard Access
Credit Suisse Advisor Dashboard Web Dashboard or Backoffice

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