Discover boundless opportunities as an Edelweiss Group Mutual Fund Distributor in India.

Join a fast-growing asset management company that values listening, understanding, and creating personalised solutions for investors.

On joining the Edelweiss group, you can embrace a rewarding journey towards financial prosperity and make a difference in the lives of countless investors nationwide.

Please read the following article to understand the process of becoming an Edelweiss Group Mutual Fund Seller, its advantages and other relevant information.

Type of Distributorship AMC Distributor
Total Distribution Network 500+
Total Investment Rs.90,000 – Rs.1.4 Lakh
Distributors Commission 1% to 2% of AUM
Avg. Monthly Profit Rs.76,375
Breakeven Time 2 – 3 Months
Payout Time 30 Days

Edelweiss Mutual Fund Distributor - Company Overview


Mutual Fund Distributor

Organization Type


Head Office



Radhika Gupta

Founded In (year)


Distributorship Tenure

2 years

Why become an Edelweiss Mutual Fund Distributor?

Becoming an Edelweiss Mutual Fund Advisor offers numerous benefits for financial professionals. Here are the key advantages:

  • Edelweiss provides user-friendly tools to manage investors’ funds and communicate effectively and efficiently.
  • Initiating transactions, starting SIPs, tracking portfolios, and updating investor details can be done anytime, anywhere.
  • Distributors gain access to curated knowledge from Edelweiss experts on markets and relevant financial topics.
  • Account statements can be easily accessed on the go, enhancing convenience for distributors and investors.
  • Edelweiss offers mutual funds catering to risk appetites and investment goals.
  • Distributors receive marketing support from Edelweiss, enabling them to reach and attract potential investors effectively.

Edelweiss Mutual Fund Seller Commission

Revenue Sharing

1% to 2% of AUM

Per Client Acquisition


As an Edelweiss Mutual Fund Seller, you can earn attractive commissions through a revenue-sharing model based on the assets under management (AUM).

The Edelweiss Mutual Fund Distributor commission ranges from 1% to 2% of the AUM, providing a lucrative opportunity to generate income as your clients’ investments grow.

However, there is a zero-client acquisition cost, which means distributors should focus on providing their clients with top-notch financial advice and services.

With a diverse range of mutual funds available and with the support of Edelweiss’ advanced tools and resources, you can confidently help your clients achieve their financial goals while earning rewarding commissions for your efforts.

Edelweiss Mutual Fund Advisor Cost or Investment

Distributorship Fees (One Time)


Office Expenses (Monthly)

Zero - Rs.50,000

Becoming an Edelweiss Mutual Fund Advisor entails certain costs that benefit your financial advisory business.

As a one-time investment, there is a distributorship fee of Rs.90,000, granting you access to the extensive range of Edelweiss mutual funds and their support infrastructure.

The monthly office expenses are flexible and can range between zero to Rs.50,000, depending on your specific requirements.

This adaptable arrangement enables you to tailor your expenses based on your business needs, ensuring you have the necessary resources to manage your financial advisory services efficiently.

With the firm’s backing and a customisable Edelweiss Mutual Fund Advisor cost structure, you can focus on building your clientele and driving success in your mutual fund advisory venture.

Edelweiss Mutual Fund Distributorship – Expected Profits & Income

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

Active Lumpsum Clients 20
Avg. AUM per Client – Lumpsum (Rs.) 92,000
Total AUM – Lumpsum (Rs.) 18,40,000
Active SIP Clients 925
Avg. AUM per Client – SIP (Rs.) 9,200
Total AUM – SIP (Rs.) 85,10,000
Total AUM (Rs.) 1,03,50,000
Distributor’s Share (Rs.) (1.25% of AUM) 1,29,375
New Client Acquisition 50
Client Acquisition Income (Rs.) 0
Total Distributors Income 1,29,375
Total Expenses 53,000
Distributor’s Net Profit 76,375
Net Profit Margin 59.03%

As an Edelweiss Wealth Mutual Fund Distributor, you can expect a promising income from managing lump sum and SIP clients.

With 20 active lump sum clients, each having an average investment of Rs.92,000, the total lumpsum AUM stands at Rs.18,40,000.

Additionally, there are 925 active SIP clients, with an average investment of Rs.9,200, leading to a total SIP AUM of Rs.85,10,000.

The distributor’s share of 1.25% of the total AUM results in a sizable income of Rs.1,29,375. Although 50 new clients were acquired, there was no specific income from the client acquisition.

After deducting total expenses of Rs. 53,000, the distributor’s net Edelweiss Mutual Fund seller profit is Rs.76,375, with an impressive net profit margin of 59.03%.

This opportunity offers a rewarding financial journey with the potential for future growth and success.

Edelweiss Mutual Fund Agent Offers

Commission above 1%


Zero Investment


Free Advisory


Direct Mutual Fund

  • Edelweiss Mutual Fund Distributor offers commissions above the 1% mark, providing attractive earning opportunities.
  • There is no provision for zero investment; agents may require initial capital to become an Edelweiss agent.
  • Edelweiss offers free advisory services, benefiting sellers and investors in making informed financial decisions.
  • The platform includes direct mutual funds, enabling clients to invest without intermediary expenses and enhancing returns and transparency.

Edelweiss Mutual Fund Distributor SWOT Analysis

Check out SWOT Analysis of Edelweiss Mutual Fund Distributorship


  • Edelweiss offers distributors a commission range of 1% to 2% of the AUM, providing attractive earning potential.
  • Distributors benefit from a fast payout time of 30 days, ensuring timely compensation for their efforts.
  • On average, distributors earn Rs. 76,375 monthly profits, enhancing their financial rewards.
  • Edelweiss provides free relationship manager support, assisting distributors in managing client portfolios effectively.
  • With a high experience rating of 8.14/10, Edelweiss offers a proven track record, instilling confidence in its mutual fund distributor services.


  • The distributorship fee might be considered relatively high, potentially posing a barrier for some aspiring distributors.
  • Edelweiss does not offer commissions for client acquisition, which could affect agents’ motivation to attract new investors.
  • The absence of a manual lead addition feature in the back-office platform could limit the distributor’s ability to manage their leads and potential clients proactively.


  • Sellers can explore niche markets or specific investor segments, such as young professionals, retirees, or high-net-worth individuals, and tailor their services to cater to their unique needs and preferences.
  • Distributors can offer tailored investment strategies aligned with individual goals, risk tolerance, and financial situations. This approach enhances client satisfaction and loyalty.
  • The firm should provide digital tools for seamless client engagement and efficient portfolio management.


  • Reduced investor confidence during economic downturns may result in decreased investments and outflows.
  • Advancements in financial technology could disrupt traditional distribution models.
  • Negative media coverage or market perceptions can erode investor trust in the firm’s mutual fund offerings.

Edelweiss Mutual Fund Distributor Support

ARN Generation Support


Acquisition Support


Products Training




Advisory Support


RM Support

Yes, Free

Backoffice Support


Marketing Support

Yes, Limited
  • Edelweiss Mutual Fund distributor support includes help in generating ARN for smooth registration as a mutual fund distributor.
  • Distributors receive support in acquiring new clients, helping them expand their customer base.
  • Edelweiss provides comprehensive training on mutual fund products, ensuring distributors possess in-depth knowledge to effectively cater to clients’ needs.
  • Distributors receive advisory support to offer investors expert guidance and personalised financial advice.
  • A dedicated relationship manager is provided to assist with client management, enhancing the overall service experience.
  • Edelweiss offers back-office support, streamlining administrative tasks for efficient operations.
  • While some marketing support is available, distributors may need to take proactive steps in their marketing initiatives to promote their services effectively.

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Edelweiss MF Distributor Office Requirement

Area in Sq. Ft.

100 - 300 Sq. Ft. (Optional)

No. of Employees

Atleast 2 (Optional)

Dealer Terminal


Mobile or Telephones


Call Recording


Laptops or Computers






Managers Cabin


Edelweiss Mutual Fund Distributors require specific amenities in their office, which include:

  • The office space can range from 100 to 300 sq. ft., depending on the distributor’s needs and the scale of operations.
  • At least two employees are optional, considering the workload and the level of assistance required for smooth operations.
  • Dealer Terminal, which enhances the capability to execute trades efficiently.
  • Call Recording is optional and is helpful in maintaining a record of client communications and compliance purposes.
  • Optional CCTV installation can be used for security and surveillance within the office premises.
  • The manager’s cabin and reception are also optional.
  • Mobile, Laptops, or Computers are mandatory and considered essential tools for day-to-day business operations, communication, and accessing Edelweiss online platforms and resources.

Edelweiss Mutual Fund Seller Dashboard Link

Web Platform

The Edelweiss Mutual Fund Advisor Dashboard is a comprehensive tool for sellers to manage their mutual fund offerings efficiently.

It enables sellers to track and analyze fund performance, view client portfolios, monitor market trends, and access real-time investment data.

Additionally, the dashboard facilitates seamless communication between sellers and clients, providing updates, investment recommendations, and personalised insights.

With its user-friendly interface and robust features, the dashboard streamlines the sales process, enhances customer satisfaction, and empowers sellers to make informed decisions to drive mutual fund sales effectively.

Edelweiss Mutual Fund Agent Login

The Edelweiss Mutual Fund Advisor Login feature grants agents exclusive access to a secure platform.

Agents can effectively manage client investments, analyse fund performance, and provide tailored advice.

The login feature facilitates seamless client communication, ensuring timely updates and enhancing the overall mutual fund selling process.

Once the registration formalities are complete, you are good to go and can log in to your agent account.

Edelweiss 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


Edelweiss MF Seller Review or Ratings by

Overall Rating

8.08 / 10


8.04 / 10


8.08 / 10


8.00 / 10


8.16 / 10


8.14 / 10

Edelweiss MF Advisor - Products Offered

SIP Mutual Fund


Lumpsum Mutual Fund


Direct Mutual Fund












IPOs / FPOs / NCDs








Edelweiss 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 Edelweiss Mutual Fund Agent? - Eligibility Criteria


24 Years & above



Academic Qualification


NISM Certificate

Yes, Mandatory

ARN Generation

Yes, Mandatory

Here’s a step-by-step guide on how to become Edelweiss Mutual Fund Distributor:

  • You need to hit the button “Become a distributor” at the bottom of the page.
  • Please complete the form with relevant details and submit it online.
  • The company’s staff will contact you to assist you in the registration process.
  • Ensure to obtain the required documents, such as ARN (AMFI Registration Number) and NISM (National Institute of Securities Markets) certificate.
  • Ensure that you meet the eligibility criteria, which include being an Indian citizen, a graduate, and at least 24 years of age.
  • Complete any additional formalities or training required by Edelweiss Mutual Fund.
  • Once your registration is approved, you will receive your agent login credentials.
  • Start your journey as an Edelweiss Mutual Fund Agent, where you can begin offering clients mutual fund products and services.

Edelweiss MF Distributor - Documents Required

Distributorship Agreement


Identity Proof - Aadhaar


Address Proof - Aadhaar / Rental Agreement




Passport Size Photo


Bank Account Details


Bank Cancelled Cheque


Edelweiss Mutual Fund Distributor – Conclusion

In conclusion, becoming an Edelweiss Mutual Fund distributor can offer a fulfilling and promising career path in the financial services sector.

Edelweiss’s reputable brand, extensive range of mutual fund products, and robust support system provide a solid foundation for aspiring agents.

The company’s commitment to continuous training and access to real-time market data empowers distributors to deliver exceptional service to clients, fostering long-term relationships and success in the mutual fund industry.

Edelweiss Mutual Fund Distributor FAQs

Here is the list of FAQs related to the Edelweiss Mutual fund distributor:

How many distributors does Edelweiss have?

The firm has over 500 distributors in its network.

Is Edelweiss Mutual Fund Agency Safe?

Yes, the mutual fund agency is safe.

What is Edelweiss Mutual Fund Distributor Commission?

The mutual fund’s distributor commission is 1% to 2% of AUM.

How much are Edelweiss Distributorship Fees?

The firm charges a one-time fee of Rs. 90,000 as distributorship fees.

Does Edelweiss provide ARN Generation Support?

Yes, the firm offers ARN Generation Support.

Is Edelweiss a Stockbroker?

Yes, Edelweiss is a stockbroker.

Is Edelweiss an AMC?

Yes, Edelweiss is an AMC (Asset Management Company).

Who is the founder of Edelweiss?

Radhika Gupta is the founder of Edelweiss.

Is Edelweiss registered with SEBI?

Yes, Edelweiss is registered with SEBI.

Does Edelweiss Distributor provide Direct MF Investment?

Yes, the firm provides direct MF investment.


Customer ratings and reviews of Edelweiss MF Distributor

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