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

Cleartax 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 400+
Total Investment Zero – Rs.40,000
Distributors Commission 0.6% to 1.2% of AUM
Avg. Monthly Profit Rs.52,785
Breakeven Time 1 – 2 Months
Payout Time 30 Days

Cleartax Mutual Fund Distributor - Company Overview

Category

Mutual Fund Distributor

Organization Type

Private

Head Office

Mumbai

Founder

Archit Gupta

Founded In (year)

2000

Distributorship Tenure

5 years

Cleartax Mutual Fund Seller Commission

Revenue Sharing

0.6% to 1.2% of AUM

Per Client Acquisition

Zero

Cleartax Mutual Fund Advisor Cost or Investment

Distributorship Fees (One Time)

Zero

Office Expenses (Monthly)

Zero - Rs.40,000


Cleartax Mutual Fund Distributorship – Expected Profits & Income

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

Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 85,000
Total AUM – Lumpsum (Rs.) 17,00,000
Active SIP Clients 910
Avg. AUM per Client – SIP (Rs.) 8,500
Total AUM – SIP (Rs.) 77,35,000
Total AUM (Rs.) 94,35,000
Distributor’s Share (Rs.) (1.1% of AUM) 1,03,785
New Client Acquisition 50
Client Acquisition Income (Rs.) 0
Total Distributors Income 1,03,785
Total Expenses 51,000
Distributor’s Net Profit 52,785
Net Profit Margin 50.86%

Cleartax Mutual Fund Agent Offers

Commission above 1%

Yes

Zero Investment

Yes

Free Advisory

Yes

Direct Mutual Fund

No

Cleartax Mutual Fund Distributor Support

ARN Generation Support

Yes

Acquisition Support

Yes

Products Training

Yes

Webinars

Yes

Advisory Support

Yes

RM Support

Yes

Backoffice Support

Yes

Marketing Support

Yes, Limited

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Cleartax MF Distributor Office Requirement

Area in Sq. Ft.

150 - 250 Sq. Ft. (Optional)

No. of Employees

Atleast 2 (Optional)

Dealer Terminal

Optional

Mobile or Telephones

Mandatory

Call Recording

Optional

Laptops or Computers

Mandatory

CCTV

Mandatory

Reception

Optional

Managers Cabin

Optional

Cleartax Mutual Fund Seller Dashboard Link

Web Platform


Cleartax 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

No

Leads Report

Yes

Clients Payment Report

Yes

Clients Activation Report

Yes

Clients Portfolio Report

Yes

Auto Debit Request - SIP

Yes

Monthly Payout Report

Yes

Cleartax MF Seller Review or Ratings by Finec.in

Overall Rating

8.14 / 10

Commission

8.10 / 10

Investment

8.22 / 10

Breakeven

8.02 / 10

Support

8.16 / 10

Experience

8.08 / 10

Cleartax MF Advisor - Products Offered

SIP Mutual Fund

Yes

Lumpsum Mutual Fund

Yes

Direct Mutual Fund

No

PMS or PCG

No

Equity

No

Derivatives

No

Commodity

No

Currency

No

IPOs / FPOs / NCDs

No

ETFs

Yes

Insurance

No

Loans

No

Cleartax 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

Yes

Thematic Investment Platform

No

ETF Platform

Yes

Backoffice Platfrom

Yes

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

Age

24 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Mandatory

ARN Generation

Yes, Mandatory

Cleartax 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 Cleartax MF Distributor

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