Become a Whiteoak Mutual Fund Distributor Today! Find out details like its Total Investment, Commission, Estimated Monthly Profits, Office Requirements, ARN Generation Support & more.

Whiteoak Mutual Fund Seller Network is one of the largest in India. Hence, association with this Brand can be one of the best business opportunities in today’s time.

Type of Distributorship AMC Distributor
Total Distribution Network 150+
Total Investment Rs.1 Lakh – Rs.1.2 Lakh
Distributors Commission 1% to 2% of AUM
Avg. Monthly Profit Rs.55,688
Breakeven Time 2 – 3 Months
Payout Time 30 Days

Whiteoak Mutual Fund Distributor - Company Overview

Category

Mutual Fund Distributor

Organization Type

Public

Head Office

Mumbai

Founder

Prashant Khemka

Founded In (year)

2017

Distributorship Tenure

2 years

Whiteoak Mutual Fund Seller Commission

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition

Zero

Whiteoak Mutual Fund Advisor Cost or Investment

Distributorship Fees (One Time)

Rs.60,000

Office Expenses (Monthly)

Rs.40,000 - Rs.60,000


Whiteoak Mutual Fund Distributorship – Expected Profits & Income

The table below shows expected profits, AUMs & Income that you can make, if you become Whiteoak MF Advisor.

Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 97,500
Total AUM – Lumpsum (Rs.) 14,62,500
Active SIP Clients 600
Avg. AUM per Client – SIP (Rs.) 9,750
Total AUM – SIP (Rs.) 58,50,000
Total AUM (Rs.) 73,12,500
Distributor’s Share (Rs.) (1% of AUM) 1,09,688
New Client Acquisition 30
Client Acquisition Income (Rs.) 0
Total Distributors Income 1,09,688
Total Expenses 54,000
Distributor’s Net Profit 55,688
Net Profit Margin 50.77%

Whiteoak Mutual Fund Agent Offers

Commission above 1%

Yes

Zero Investment

No

Free Advisory

Yes

Direct Mutual Fund

Yes

Whiteoak Mutual Fund Distributor Support

ARN Generation Support

Yes

Acquisition Support

Yes

Products Training

Yes

Webinars

Yes

Advisory Support

Yes

RM Support

Yes, Charged

Backoffice Support

Yes

Marketing Support

Yes, Limited

Check out Business Opportunities with Similar Brands

Whiteoak MF Distributor Office Requirement

Area in Sq. Ft.

100 - 250 Sq. Ft.

No. of Employees

Atleast 2

Dealer Terminal

Optional

Mobile or Telephones

Mandatory

Call Recording

Optional

Laptops or Computers

Mandatory

CCTV

Optional

Reception

Optional

Managers Cabin

Optional

Whiteoak Mutual Fund Seller Dashboard Link

Web Platform


Whiteoak Mutual Fund Advisor Backoffice Platform - Features

Lead Addition Link

Yes

Manual Lead Addition

Yes

Lead Stage Info

Yes

Lead Info Backend Change

Yes

Lead Deletion

Yes

Leads Report

Yes

Clients Payment Report

Yes

Clients Activation Report

Yes

Clients Portfolio Report

Yes

Auto Debit Request - SIP

Yes

Monthly Payout Report

Yes

Whiteoak MF Seller Review or Ratings by Finec.in

Overall Rating

8.25 / 10

Commission

8.31 / 10

Investment

8.18 / 10

Breakeven

8.29 / 10

Support

8.35 / 10

Experience

8.20 / 10

Whiteoak MF Advisor - Products Offered

SIP Mutual Fund

Yes

Lumpsum Mutual Fund

Yes

Direct Mutual Fund

Yes

PMS or PCG

No

Equity

No

Derivatives

No

Commodity

No

Currency

No

IPOs / FPOs / NCDs

No

ETFs

Yes

Insurance

No

Loans

No

Whiteoak Mutual Fund Distributor - Investment Platforms Offered

Mobile Investment App

Yes

Web Investment Platform

Yes

Desktop Investment Terminal

No

Algo Trading Platform

No

Robo Advisory Platform

No

Thematic Investment Platform

Yes

ETF Platform

Yes

Backoffice Platfrom

Yes

Check out Business Opportunities with Similar Brands

How to Become a Whiteoak Mutual Fund Agent? - Eligibility Criteria

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Mandatory

ARN Generation

Yes, Mandatory

Whiteoak MF Distributor - Documents Required

Distributorship Agreement

Mandatory

Identity Proof - Aadhaar

Mandatory

Address Proof - Aadhaar / Rental Agreement

Mandatory

PAN

Mandatory

Passport Size Photo

Mandatory

Bank Account Details

Mandatory

Bank Cancelled Cheque

Mandatory

Customer ratings and reviews of Whiteoak MF Distributor

Start your Mutual Fund Business Now!Become a Distributor