Julius Baers Mutual Fund Distributor or Seller – Commission, Cost, Profits & more
Become a Julius Baers Mutual Fund Distributor Today! Find out details like its Total Investment, Commission, Estimated Monthly Profits, Office Requirements, ARN Generation Support & more.
Julius Baers 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 | Sub Distributor |
| Total Distribution Network | 150+ |
| Total Investment | Rs.32,000 – Rs.67,000 |
| Distributors Commission | 0.6% to 1.2% of AUM |
| Avg. Monthly Profit | Rs.47,168 |
| Breakeven Time | 1 – 2 Months |
| Payout Time | 30 Days |
Julius Baers Mutual Fund Distributor - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Distributorship Tenure
Julius Baers Mutual Fund Seller Commission
Revenue Sharing
Per Client Acquisition
Julius Baers Mutual Fund Advisor Cost or Investment
Distributorship Fees (One Time)
Office Expenses (Monthly)
Julius Baers Mutual Fund Distributorship – Expected Profits & Income
The table below shows expected profits, AUMs & Income that you can make, if you become Julius Baers MF Advisor.
| Active Lumpsum Clients | 20 |
| Avg. AUM per Client – Lumpsum (Rs.) | 86,000 |
| Total AUM – Lumpsum (Rs.) | 17,20,000 |
| Active SIP Clients | 880 |
| Avg. AUM per Client – SIP (Rs.) | 8,600 |
| Total AUM – SIP (Rs.) | 75,68,000 |
| Total AUM (Rs.) | 92,88,000 |
| Distributor’s Share (Rs.) (1.1% of AUM) | 1,02,168 |
| New Client Acquisition | 50 |
| Client Acquisition Income (Rs.) | 0 |
| Total Distributors Income | 1,02,168 |
| Total Expenses | 55,000 |
| Distributor’s Net Profit | 47,168 |
| Net Profit Margin | 46.17% |
Julius Baers Mutual Fund Agent Offers
Commission above 1%
Zero Investment
Free Advisory
Direct Mutual Fund
Julius Baers Mutual Fund Distributor Support
ARN Generation Support
Acquisition Support
Products Training
Webinars
Advisory Support
RM Support
Backoffice Support
Marketing Support
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Julius Baers MF Distributor Office Requirement
Area in Sq. Ft.
No. of Employees
Dealer Terminal
Mobile or Telephones
Call Recording
Laptops or Computers
CCTV
Reception
Managers Cabin
Julius Baers Mutual Fund Seller Dashboard Link
Web Platform
Julius Baers Mutual Fund Advisor Backoffice Platform - Features
Lead Addition Link
Manual Lead Addition
Lead Stage Info
Lead Info Backend Change
Lead Deletion
Leads Report
Clients Payment Report
Clients Activation Report
Clients Portfolio Report
Auto Debit Request - SIP
Monthly Payout Report
Julius Baers MF Seller Review or Ratings by Finec.in
Overall Rating
Commission
Investment
Breakeven
Support
Experience
Julius Baers MF Advisor - Products Offered
SIP Mutual Fund
Lumpsum Mutual Fund
Direct Mutual Fund
PMS or PCG
Equity
Derivatives
Commodity
Currency
IPOs / FPOs / NCDs
ETFs
Insurance
Loans
Julius Baers Mutual Fund Distributor - Investment Platforms Offered
Mobile Investment App
Web Investment Platform
Desktop Investment Terminal
Algo Trading Platform
Robo Advisory Platform
Thematic Investment Platform
ETF Platform
Backoffice Platfrom
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How to Become a Julius Baers Mutual Fund Agent? - Eligibility Criteria
Age
Nationality
Academic Qualification
NISM Certificate
ARN Generation
Julius Baers MF Distributor - Documents Required
Distributorship Agreement
Identity Proof - Aadhaar
Address Proof - Aadhaar / Rental Agreement
PAN
Passport Size Photo
Bank Account Details
Bank Cancelled Cheque