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

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

UTI Mutual Fund Distributor Business Opportunity - Snapshot

Line of Business

Mutual Fund Distributor

Unit / Shop Area

250 - 300 Sq. Ft.

Commission% / Revenue Sharing

3 to 4% of AUM

Total Investment

Rs.1.15 Lakh - Rs.1.3 Lakh

ROI Timeframe

3 - 4 Month

UTI Distributor Ratings by FranchiseByte

Revenue Sharing

3.96 / 5

Distributorship Fees & Investment

4.02 / 5

Support & Training

3.99 / 5

ROI Timeframe

3.92 / 5

Brand Value

3.95 / 5

Overall Ratings

3.98 / 5

Star Ratings


Overview of UTI MF Distributor

Industry

Finance & Money

Business Line

Mutual Fund Distributor

Organization Type

Public

Head Office

Mumbai

Founder

Imtaiyazur Rahman

Founded In (year)

2003

No. of Distributors

200+

Master Distributorship

Not Available

Distributorship Tenure

2 years

Distribution Location

All over India

Business Set-Up Time

30 days

Distributorship Commencement Year

2004

UTI Mutual Fund Agent Investment

Distributorship Fee

Rs.75,000

Infrastructure Investment

Rs.40,000 - Rs.55,000

UTI Mutual Fund Advisors Commission

Distributor Commission

3 to 4% of AUM

Brand Commission

Zero Commission

UTI Mutual Fund Dealer - ROI Details

In Years

3 - 4 Month


UTI AMC Distributor Profits Forecast

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

Monthly Income
Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 93,800
Total AUM – Lumpsum (Rs.) 14,07,000
Active SIP Clients 150
Avg. AUM per Client – SIP (Rs.) 9,380
Total AUM – SIP (Rs.) 14,07,000
Total AUM (Rs.) 28,14,000
Distributor’s Income (4% of AUM) (Rs.) 1,12,560
Monthly Expenses
Office Rent (Rs.) 13,000
Telecallers Salary (Rs.) 14,000
Dealer Salary (Rs.) 17,000
Misc. Expenses (Rs.) 4,000
Total Expenses (Rs.) 48,000
Monthly Profit
Net Profit (Rs.) 64,560
Profit Margin 57%

UTI Master Distributorship Details

Distributorship Fees

NA

Infrastructure Investment

NA

Commission% / Revenue Sharing

NA

Infrastructure Required by UTI MF Distributor

Shop / Unit Area

250 - 300 Sq. Ft.

Employee Strength

Minimum 2

Research / Advisory

Optional

Trading Terminals Set-up

Optional

Telephone Lines

Compulsory

Computer / Internet Connectivity

Compulsory

Airconditioner

Optional

CCTV Set-up

Compulsory

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Support provided to UTI MF Agent

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

Available

Website Support

Not Available

Operation Manual

Available

Training Manual

Not Available

UTI 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 to UTI MF Advisor

Product Information Training

Provided

Dealers Training

Provided

Service Training

Provided

UTI MF 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

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Qualification Required to Become UTI Mutual Fund Advisor

Age Limit

24 Years & above

Business Experience

Optional

Academic Qualification

Graduate

Is ARN Compulsory for UTI Distributors or Agents?

ARN number

Complusory

Documents Required to Start UTI 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

NISM Certification

Required

NOC of Unit / Shop

Required


UTI AMC Dealer Dashboard or Backoffice

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

Dashboard Access
UTI Advisor Dashboard Dashboard or Backoffice Link

 

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