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

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

Yes Bank 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.7,000 - Rs.57,000

ROI Timeframe

2 - 3 Month

Yes Bank Distributor Ratings by FranchiseByte

Revenue Sharing

4.02 / 5

Distributorship Fees & Investment

3.91 / 5

Support & Training

4.04 / 5

ROI Timeframe

3.86 / 5

Brand Value

3.93 / 5

Overall Ratings

3.95 / 5

Star Ratings


Overview of Yes Bank MF Distributor

Industry

Finance & Money

Business Line

Mutual Fund Distributor

Organization Type

Public

Head Office

Mumbai

Founder

Rana Kapoor & Ashok Kapoor

Founded In (year)

2004

No. of Distributors

300+

Master Distributorship

Not Available

Distributorship Tenure

2 years

Distribution Location

All over India

Business Set-Up Time

10 Days

Distributorship Commencement Year

2004

Yes Bank Mutual Fund Agent Investment

Distributorship Fee

Rs.7,000

Infrastructure Investment

Zero - Rs.50,000

Yes Bank Mutual Fund Advisor Commission

Distributor Commission

2 to 3% of AUM

Brand Commission

0.5 to 1% of AUM

Yes Bank Mutual Fund Dealer - ROI Details

In Years

2 - 3 Month


Yes Bank MF Distributor Profits Forecast

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

Monthly Income
Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 81,000
Total AUM – Lumpsum (Rs.) 16,20,000
Active SIP Clients 250
Avg. AUM per Client – SIP (Rs.) 8,100
Total AUM – SIP (Rs.) 20,25,000
Total AUM (Rs.) 36,45,000
Distributor’s Income (4% of AUM) (Rs.) 1,09,350
Monthly Expenses
Office Rent (Rs.) 15,000
Telecallers Salary (Rs.) 14,000
Dealer Salary (Rs.) 17,000
Misc. Expenses (Rs.) 3,000
Total Expenses (Rs.) 49,000
Monthly Profit
Net Profit (Rs.) 60,350
Profit Margin 55%

Yes Bank Master Distributorship Details

Distributorship Fees

NA

Infrastructure Investment

NA

Commission% / Revenue Sharing

NA

Infrastructure Required by Yes Bank MF Distributor

Office Area

100 - 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 Yes Bank 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

Yes Bank 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 Yes Bank MF Advisor

Product Information Training

Provided

Dealers Training

Provided

Service Training

Provided

Yes Bank 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

Check out Business Opportunities with Similar Brands

Qualification Required to Become Yes Bank Mutual Fund Advisor

Age Limit

24 Years & above

Business Experience

Optional

Academic Qualification

Graduate

Is ARN Compulsory for Yes Bank Distributors or Agents?

ARN number

Not Compulsory

Documents Required to Start Yes Bank 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


Yes Bank MF Dealer Dashboard or Backoffice

Check out link to Yes Bank MF Distributor Dashboard or Backoffice here.

Dashboard Access
Yes Bank Advisor Dashboard Web Dashboard or Backoffice

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