Partner With Us | Simplifysors

Become a successful Mutual Fund Distributor

What we offer to our Partners

TRAINING SUPPORT

• New Partner Orientation Training
• AMFI Training
• Products Trainings
• Sales & Motivation Trainings
• Soft Skills & Personality Development

MARKETING SUPPORT

• Quality Promotional Material
• Exclusive Start up Sales Kit

TECHNOLOGY SOLUTIONS

• Partner Desk
• CRM Desk
• Client Desk
•Mobile Apps

CUSTOMER CARE

• Online Query Module
• Toll Free Number for Partners
• Quick TAT for Faster Resolution

Be a partner in Mutual Fund business fill the below form

Finacial Products Offering

MUTUAL FUNDS

PMS

EQUITY & ETF

BONDS & DEBTS

LOAN AGAINST MF

Your Distributor Dashboard

Training To Become An Expert Financial Guru

Clearing the AMFI EXAM

Understand all Types of Financial Products

Financial Planning

Rebalancing

Asset Allocation

Financial Planning is not easy, get Free Expert Advice on how to manage your finances & achieve your goals. (only for the first 50 queries in the day)

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Whatsapp Financial Expert

SUCCESSION PLANNING

Clarify Your Goals

When you want to leave
How much money you need from your business
Identify who will take over the business
Help determine what’s next for you

Build Your Plan

Evaluate potential successors
Consider strategies for carrying out and financing the succession plan

Manage Your Risks

Retain key customers by providing continuous support
Review strategies to protect against losses stemming from the death or disability of a key customer

Business Keeps Growing Even After You

As you build your business, thinking about a succession plan may not be top of mind. But a well-thought-out plan can actually help grow your firm by giving your employees, clients, suppliers and banks greater confidence in your company’s stability.

The best plans can take years to develop, so it is important to begin planning now. Our in-house experts will work with you and your team of advisors to design a comprehensive plan that is tailored to best ensure a smooth transition of your business. Our team of advisors will work with you to:

Joining Simplifysors as a partner was “an incredible turning point in my life. I will admit that I was a bit hesitant at first, owing to unpleasant experiences in the past but after joining Simplifysors, all my concerns flew right out the window. With an excellent team to support you at every step of the” “way, it doesn’t get any better than this.”

Satish Kumar

(Partner, Zirakpur)

It would be safe to assume that if it wasn’t forSimplifysors, I would have never thought about entering this field. My biggest concern was not having enough knowledge in this field. the incredible team at Simplifysors and their Training staff ensured that I was well equipped to handle any situation and answer any questions thrown my way, thanks to their well organized and regular training sessions.

Amita Sood

(Partner, Shimla)

Keeping up with industry trends and the latest and greatest can be quite a challenging feat if one thinks about it. Thanks to the team at Simplifysors who not only pretty much do 80% of the work but a/so ensure that you ‘re always on top of your plans and that the end customers receive the well deserved service they are looking for.

Asha Sharma

(Partner, Jind)

Testimonials

How Can I Invest in Mutual Funds in India?

Investors can invest in mutual funds in India through various channels, including Asset Management Companies (AMCs), distributors, online platforms, or directly through the mutual fund website. Investors need to complete Know Your Customer (KYC) formalities and can invest through lump sum investments or systematic investment plans (SIPs).
What Fees are Associated with Mutual Funds in India?

Mutual funds in India charge fees and expenses such as expense ratio, exit load, transaction charges, and distributor commission. It's essential for investors to understand these fees and their impact on investment returns. Investors can find detailed information on fees in the mutual fund's scheme document.
How Do Mutual Funds Work in India?

In India, mutual funds work similarly to those in other countries. Investors buy units or shares of mutual funds, which represent their ownership in the fund's assets. These funds invest in a diversified portfolio of securities based on their investment mandate, and investors earn returns based on the performance of the underlying investments.
What are the Risks Associated with Mutual Funds in India?

While mutual funds in India offer benefits, they also come with risks such as market risk, credit risk, interest rate risk, liquidity risk, and inflation risk. Investors should assess their risk tolerance and investment objectives before investing in mutual funds.
What are the Types of Mutual Funds Available in India?

Mutual funds in India come in various types, including equity funds, debt funds, hybrid funds, index funds, and thematic funds. Equity funds invest primarily in stocks, debt funds primarily in fixed-income securities, hybrid funds in a mix of stocks and bonds, index funds track a specific market index, and thematic funds invest in specific themes or sectors.
What is a Mutual Fund?

A mutual fund is a professionally managed investment scheme that pools money from multiple investors to invest in stocks, bonds, money market instruments, or other securities. The fund is managed by a professional fund manager who makes investment decisions based on the fund's investment objectives.
What are the Benefits of Investing in Mutual Funds in India?

Investing in mutual funds in India offers several benefits, including diversification, professional management, liquidity, tax benefits, and accessibility for retail investors. Mutual funds allow investors to access a diversified portfolio of securities managed by experts, even with a small investment amount.
How Can I Monitor My Mutual Fund Investments in India?

Investors can monitor their mutual fund investments in India through periodic statements provided by the AMC or online portals of the mutual fund. Investors can track their investment performance, review holdings, and make transactions through these platforms.
How Can I Learn More About Mutual Funds in India?

Investors can learn more about mutual funds in India through resources such as the Association of Mutual Funds in India (AMFI) website, investor education programs conducted by AMCs, investor awareness campaigns, and financial advisors. It's essential to conduct thorough research and seek professional advice before investing.
Are Mutual Funds in India Suitable for Retirement Planning?

Mutual funds in India can be suitable for retirement planning and are commonly used in retirement accounts such as National Pension System (NPS), Public Provident Fund (PPF), and Equity Linked Savings Schemes (ELSS). Investors can choose mutual funds based on their risk profile and investment horizon to achieve their retirement goals.
How much does a Mutual fund distributor earn?

The beauty of this business lies in its commission, which is known as the “trail commission.” This commission is quite unique in nature and the payout here is done on a monthly basis. The two biggest advantages of this commission are that, firstly, it’s calculated on the market value of the investment and, secondly, one gets commission as long as the client is holding onto his investment in the market. Another unique feature which sets it apart from other financial products is the Power of compounding, this factor helps in growing your earnings exponentially. So, for an example, if you are managing client investments of around Rs. 10 Crore and trail rate is 0.60%, you get a monthly trail income of Rs. 50,000. This income will increase based on movement of stock market and new business brought by you. LETS UNDERSTAND EARNING WITH EXAMPLE IF YOU GET AN INVESTMENT OF Rs.1 LAC FROM AN INVESTOR, AND THIS AMOUNT REMAINS INVESTED IN MF FOR 15 YEARS, WHAT WILL YOU EARN?
What is the scope and opportunity of the Mutual Fund Business ?

The Indian mutual fund industry is currently worth around Rs. 38 lakh cr AUM. It is the fastest growing financial Industry with 22% of Growth rate over the last 5 years. Out of 135 Crore Indians, only 3.25 crore individuals are currently investing in MF. That is less than 2% of our population. This shows high potential in the industry. Every month, around 8–10 lakh new investors join the mutual fund industry. Despite the growth in MF investors, there is still a long way to go as We still have an under-performed mutual fund market as compared to the developed world – AUM to GDP Ratio – India – 12% Vs World Average – 63% Low Competition : Only 1.26 lakh Mutual fund distributors Vs 20 lakh + Insurance advisors Over the next decade, about 100 Lac Cr. of AUM opportunity is expected. The huge gap between demand and supply creates great career opportunities for you.
What will be the total investment to start a mutual fund business ?

For becoming a Mutual Fund distributor NJ Value pack Registration fees : Rs. 7000 ( Rs.2000 for NISM Mutual fund VA Exam + Study material & Rs.5000 for NJ subscription fee. Rs.1500+ Gst fees for ARN Application to CAMS Separately as an individual. ARN fees for non-individuals are different from those for individuals. For Existing Mutual Fund Distributors ( ARN Holder ) : Rs.5000 as NJ Subscription fee is refundable subject to fulfillment of minimum business criteria within first 3 months of starting the business
What are the fees for reappearing for the NISM Mutual Fund VA Exam in case of failure?

In case you fail the exam, you simply have to pay Rs. 1500 for a repeat attempt of the NISM Mutual Fund VA Exam.
Are there any limitations in terms of the number of attempts for appearing in NISM Mutual Fund VA exams ?

There is no limitation on the number of attempts in an exam.