Julius Baers Mutual Fund Distributor or Agent or Advisor Business Opportunity
Know everything about Julius Baers Mutual Fund Distributor Business here. Check out details like its Distributorship Review & Ratings, Infrastructure requirement, Support details, ROI tenure & more.
Advisor of Julius Baers Mutual Fund is a leading Mutual Fund Distributor . You can check all relevant information & take your business investment decision.
Julius Baers Mutual Fund Distributor Business Opportunity - Snapshot
Line of Business
Unit / Shop Area
Commission
Total Investment
ROI Timeframe
Julius Baers Distributor Ratings by FranchiseByte
Revenue Sharing
Distributorship Fees & Investment
Support & Training
ROI Timeframe
Brand Value
Overall Ratings
Star Ratings
Overview of Julius Baers MF Distributor
Industry
Business Line
Organization Type
Head Office
Founder
Founded In (year)
No. of Distributors
Master Distributorship
Distributorship Tenure
Distribution Location
Business Set-Up Time
Distributorship Commencement Year
Julius Baers Mutual Fund Agent Investment
Distributorship Fee
Infrastructure Investment
Julius Baers Mutual Fund Advisor Commission
Distributor Commission
Brand Commission
Julius Baers Mutual Fund Dealer - ROI Details
In Years
Julius Baers MF Distributor Profits Forecast
Check out details like Julius Baers MF Advisor Profits, AUM, Expenses & more.
| Monthly Income | |
| Active Lumpsum Clients | 20 |
| Avg. AUM per Client – Lumpsum (Rs.) | 86,000 |
| Total AUM – Lumpsum (Rs.) | 17,20,000 |
| Active SIP Clients | 250 |
| Avg. AUM per Client – SIP (Rs.) | 8,600 |
| Total AUM – SIP (Rs.) | 21,50,000 |
| Total AUM (Rs.) | 38,70,000 |
| Distributor’s Income (4% of AUM) (Rs.) | 1,16,100 |
| Monthly Expenses | |
| Office Rent (Rs.) | 15,000 |
| Telecallers Salary (Rs.) | 17,000 |
| Dealer Salary (Rs.) | 19,000 |
| Misc. Expenses (Rs.) | 4,000 |
| Total Expenses (Rs.) | 55,000 |
| Monthly Profit | |
| Net Profit (Rs.) | 61,100 |
| Profit Margin | 53% |
Julius Baers Master Distributorship Details
Distributorship Fees
Infrastructure Investment
Commission% / Revenue Sharing
Infrastructure Required by Julius Baers MF Distributor
Office Area
Employee Strength
Research / Advisory
Trading Terminals Set-up
Telephone Lines
Computer / Internet Connectivity
Airconditioner
CCTV Set-up
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Support provided to Julius Baers MF Agent
Offers
Client Interaction Training
Relationship Manager Support
Back-Office Support
MF Investment Support
MF Advisory Support
Marketing Support
Business Management Software
Website Support
Operation Manual
Training Manual
Julius Baers Mutual Fund Distributor - Marketing Support
Unit Interior & Exterior Ads
Local Advertisement
Digital Marketing
Television Advertisement
Prints Advertisement
Events/Seminars
Training provided by Julius Baers MF Advisor
Product Information Training
Dealers Training
Service Training
Julius Baers Distributor - Products/Service Offered
SIP Mutual Fund
Lumpsum Mutual Fund
Direct Mutual Fund
Equity Trading
Commodity Trading
Currency Trading
Derivatives
Forex
Banking
Insurance
Demat Services
3 in 1 Acount
IPO Services
MF Recommendations
Robo Advisory
PMS
Mobile App
Web Trading Platform
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Qualification Required to Become Julius Baers Mutual Fund Advisor
Age Limit
Business Experience
Academic Qualification
Is ARN Compulsory for Julius Baers Distributors or Agents?
ARN number
Documents Required to Start Julius Baers Agency or Distributorship
Distributorship Agreement
Proprietor Aadhaar Copy
Proprietor Photo
Proprietor / Business PAN Copy
Business TAN Copy
GST Registration Certificate
Proprietor / Business Address Proof
Unit / Shop Address Proof
NOC of Unit / Shop
NISM Certification
Julius Baers MF Dealer Dashboard or Backoffice
Check out link to Julius Baers MF Distributor Dashboard or Backoffice here.
| Dashboard Access | |
| Julius Baers Advisor Dashboard | Web Dashboard or Backoffice |
