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

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

Whiteoak Mutual Fund Distributor Business Opportunity - Snapshot

Line of Business

Mutual Fund Distributor

Unit / Shop Area

100 - 250 Sq. Ft.

Commission% / Revenue Sharing

3 to 4% of AUM

Total Investment

Rs.1 Lakh - Rs.1.2 Lakh

ROI Timeframe

3 - 4 Month

Whiteoak Distributor Ratings by FranchiseByte

Revenue Sharing

4.06 / 5

Distributorship Fees & Investment

4.00 / 5

Support & Training

4.08 / 5

ROI Timeframe

4.05 / 5

Brand Value

4.01 / 5

Overall Ratings

4.03 / 5

Star Ratings


Overview of Whiteoak MF Distributor

Industry

Finance & Money

Business Line

Mutual Fund Distributor

Organization Type

Public

Head Office

Mumbai

Founder

Prashant Khemka

Founded In (year)

2017

No. of Distributors

150+

Master Distributorship

Not Available

Distributorship Tenure

2 years

Distribution Location

All over India

Business Set-Up Time

30 days

Distributorship Commencement Year

2017

Whiteoak Mutual Fund Agent Investment

Distributorship Fee

Rs.60,000

Infrastructure Investment

Rs.40,000 - Rs.60,000

Whiteoak Mutual Fund Advisors Commission

Distributor Commission

3 to 4% of AUM

Brand Commission

Zero Commission

Whiteoak Mutual Fund Dealer - ROI Details

In Years

3 - 4 Month


Whiteoak AMC Distributor Profits Forecast

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

Monthly Income
Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 97,500
Total AUM – Lumpsum (Rs.) 14,62,500
Active SIP Clients 150
Avg. AUM per Client – SIP (Rs.) 9,750
Total AUM – SIP (Rs.) 14,62,500
Total AUM (Rs.) 29,25,000
Distributor’s Income (4% of AUM) (Rs.) 1,17,000
Monthly Expenses
Office Rent (Rs.) 16,000
Telecallers Salary (Rs.) 16,000
Dealer Salary (Rs.) 18,000
Misc. Expenses (Rs.) 4,000
Total Expenses (Rs.) 54,000
Monthly Profit
Net Profit (Rs.) 63,000
Profit Margin 54%

Whiteoak Master Distributorship Details

Distributorship Fees

NA

Infrastructure Investment

NA

Commission% / Revenue Sharing

NA

Infrastructure Required by Whiteoak MF Distributor

Shop / Unit Area

100 - 250 Sq. Ft.

Employee Strength

Minimum 2

Research / Advisory

Compulsory

Trading Terminals Set-up

Optional

Telephone Lines

Compulsory

Computer / Internet Connectivity

Compulsory

Airconditioner

Optional

CCTV Set-up

Optional

Check out Business Opportunities with Similar Brands

Support provided to Whiteoak 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

Whiteoak 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 Whiteoak MF Advisor

Product Information Training

Provided

Dealers Training

Provided

Service Training

Provided

Whiteoak 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 Whiteoak Mutual Fund Advisor

Age Limit

24 Years & above

Business Experience

Optional

Academic Qualification

Graduate

Is ARN Compulsory for Whiteoak Distributors or Agents?

ARN number

Complusory

Documents Required to Start Whiteoak 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


Whiteoak AMC Dealer Dashboard or Backoffice

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

Dashboard Access
Whiteoak Advisor Dashboard Dashboard or Backoffice Link

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