how to sell Mutual Fund ?

POSTED BY CHETAN MAHETA ON February 13, 2012 10:57 pm COMMENTS (4)

Suppose I am Doing Certification in Mutual Fund. Then How to Sell Mutual Funds of Different Fund Houses ? Which Form to Fill Up ? How ? Is there anyone Who will Guide ?

I am Very Confused..Please Guide

4 replies on this article “how to sell Mutual Fund ?”

  1. BanyanFA says:

    Hi Chetan,
    MF Distributors and Agents are used interchangeably.

    Once you clear your examination, you will have to be registered with individual AMC as MF distributor for the respective AMC. After registration. you shall get a support from the respective AMC’s relationship manager who would be able to assist you in selling their investment products.


  2. Dear Chetan, once you clear your MF exam, you may join any of the distributors as mentioned above or many others. This ‘ll be called as sub brokers or MF agent in simple words.

    For MF distributorship, you w’d have to contact the local office of registrar of MFs Karvy & CAMS.



  3. CHETAN MAHETA says:

    What is Difference between Mutual Fund Agent and Distributor ?
    How to Become Mutual Fund Agent ?

  4. Dear Chetan Mehta, You mean you want to become a MF distributor or MF agent?

    If I’m right, you may link yourself with any of the frontline brokers/distributors like India Infoline, Bajaj Capital, ICICI Direct to name a few.



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