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

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

Phonepe Mutual Fund Distributor Business Opportunity - Snapshot

Line of Business

Mutual Fund Distributor

Unit / Shop Area

150 - 200 Sq. Ft.

Commission

2 to 3% of AUM

Total Investment

Zero - Rs.40,000

ROI Timeframe

2 - 3 Month

Phonepe Distributor Ratings by FranchiseByte

Revenue Sharing

3.92 / 5

Distributorship Fees & Investment

2.87 / 5

Support & Training

3.85 / 5

ROI Timeframe

3.95 / 5

Brand Value

3.99 / 5

Overall Ratings

3.90 / 5

Star Ratings


Overview of Phonepe MF Distributor

Industry

Finance & Money

Business Line

Mutual Fund Distributor

Organization Type

Private

Head Office

Mumbai

Founder

Sameer Nigam

Founded In (year)

2015

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

2015

Phonepe Mutual Fund Agent Investment

Distributorship Fee

Zero

Infrastructure Investment

Zero - Rs.40,000

Phonepe Mutual Fund Advisor Commission

Distributor Commission

2 to 3% of AUM

Brand Commission

0.5 to 1% of AUM

Phonepe Mutual Fund Dealer - ROI Details

In Years

2 - 3 Month


Phonepe MF Distributor Profits Forecast

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

Monthly Income
Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 81,300
Total AUM – Lumpsum (Rs.) 16,26,000
Active SIP Clients 250
Avg. AUM per Client – SIP (Rs.) 8,130
Total AUM – SIP (Rs.) 20,32,500
Total AUM (Rs.) 36,58,500
Distributor’s Income (4% of AUM) (Rs.) 1,09,755
Monthly Expenses
Office Rent (Rs.) 14,000
Telecallers Salary (Rs.) 14,000
Dealer Salary (Rs.) 15,000
Misc. Expenses (Rs.) 3,000
Total Expenses (Rs.) 46,000
Monthly Profit
Net Profit (Rs.) 63,755
Profit Margin 58%

Phonepe Master Distributorship Details

Distributorship Fees

NA

Infrastructure Investment

NA

Commission% / Revenue Sharing

NA

Infrastructure Required by Phonepe MF Distributor

Office Area

150 - 200 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

Check out Business Opportunities with Similar Brands

Support provided to Phonepe 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

Not Available

Phonepe 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 Phonepe MF Advisor

Product Information Training

Provided

Dealers Training

Not Provided

Service Training

Provided

Phonepe 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

NA

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

Check out Business Opportunities with Similar Brands

Qualification Required to Become Phonepe Mutual Fund Advisor

Age Limit

24 Years & above

Business Experience

Optional

Academic Qualification

Graduate

Is ARN Compulsory for Phonepe Distributors or Agents?

ARN number

Not Compulsory

Documents Required to Start Phonepe 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


Phonepe MF Dealer Dashboard or Backoffice

Check out link to Phonepe MF Distributor Dashboard or Backoffice here.

Dashboard Access
Phonepe Advisor Dashboard App Dashboard or Backoffice

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