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

Union 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 400+
Total Investment Rs.1.2 Lakh – Rs.1.35 Lakh
Distributors Commission 1% to 2% of AUM
Avg. Monthly Profit Rs.45,490
Breakeven Time 2 – 3 Months
Payout Time 30 Days

Union Mutual Fund Distributor - Company Overview

Category

Mutual Fund Distributor

Organization Type

Public

Head Office

Mumbai

Founder

Mr. Parijat Agrawal

Founded In (year)

2009

Distributorship Tenure

2 years

Union Mutual Fund Seller Commission

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition

Zero

Union Mutual Fund Advisor Cost or Investment

Distributorship Fees (One Time)

Rs.75,000

Office Expenses (Monthly)

Rs.45,000 - Rs.60,000


Union Mutual Fund Distributorship – Expected Profits & Income

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

Active Lumpsum Clients 15
Avg. AUM per Client – Lumpsum (Rs.) 99,500
Total AUM – Lumpsum (Rs.) 14,92,500
Active SIP Clients 530
Avg. AUM per Client – SIP (Rs.) 9,950
Total AUM – SIP (Rs.) 52,73,500
Total AUM (Rs.) 67,66,000
Distributor’s Share (Rs.) (1.5% of AUM) 1,01,490
New Client Acquisition 30
Client Acquisition Income (Rs.) 0
Total Distributors Income 1,01,490
Total Expenses 56,000
Distributor’s Net Profit 45,490
Net Profit Margin 44.82%

Union Mutual Fund Agent Offers

Commission above 1%

Yes

Zero Investment

No

Free Advisory

Yes

Direct Mutual Fund

Yes

Union Mutual Fund Distributor Support

ARN Generation Support

Yes

Acquisition Support

Yes

Products Training

Yes

Webinars

No

Advisory Support

Yes

RM Support

Yes, Free

Backoffice Support

Yes

Marketing Support

Yes, Limited

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Union MF Distributor Office Requirement

Area in Sq. Ft.

150 - 200 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

Union Mutual Fund Seller Dashboard Link

Web Platform


Union Mutual Fund Advisor Backoffice Platform - Features

Lead Addition Link

Yes

Manual Lead Addition

Yes

Lead Stage Info

Yes

Lead Info Backend Change

No

Lead Deletion

No

Leads Report

Yes

Clients Payment Report

Yes

Clients Activation Report

Yes

Clients Portfolio Report

Yes

Auto Debit Request - SIP

No

Monthly Payout Report

Yes

Union MF Seller Review or Ratings by Finec.in

Overall Rating

8.08 / 10

Commission

7.84 / 10

Investment

6.92 / 10

Breakeven

8.31 / 10

Support

8.76 / 10

Experience

8.53 / 10

Union 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

Yes

Loans

Yes

Union 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

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

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Mandatory

ARN Generation

Yes, Mandatory

Union 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 Union Mutual Fund Distributor

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