Sundaram Mutual Fund Distributor or Seller – Commission, Cost, Profits & more

Welcome to an in-depth exploration of Sundaram Mutual Fund Distributor, a prominent player in the dynamic landscape of mutual fund distribution.

In this comprehensive review article, we analyze the diverse investment solutions Sundaram Mutual Fund offers and the invaluable support it extends to its distributors.

Delve into the potential benefits of partnering with this renowned firm and uncover the key factors that make the Sundaram Mutual Fund Seller program an enticing opportunity for financial professionals seeking to excel in the mutual fund industry.

Why become a Sundaram Mutual Fund Distributor?

Here are the reasons why one should become a Sundaram Mutual Fund Advisor:

• Sundaram Mutual Fund equips you with tools and resources to provide exceptional value to your clients, enhancing their investment experience and building trust.
• With your D-PIN, you can conveniently track your business anytime, from anywhere, ensuring efficient management of your client’s
• Share transaction links with your investors, simplifying the investment process and providing them with a hassle-free experience.
• Generate client account statements effortlessly, enabling transparent communication and maintaining a clear record of investments.
• Receive timely answers to your queries, ensuring a smooth and responsive communication channel.

Sundaram Mutual Fund offers a competitive commission structure with revenue sharing ranging from 1% to 2% of the Assets Under Management (AUM).

There’s no Sundaram Distributor commission on a per-client acquisition basis. This means distributors do not receive additional income for bringing in new clients.

Advisors can choose to have zero office expenses or allocate up to Rs.50,000 per month for office operations, depending on their preferred working arrangements.

Advisors can join the program by paying a one-time Sundaram mutual fund distributor cost of Rs.50,000.

With a clear investment structure and the freedom to control monthly office expenses, Sundaram Mutual Fund Advisor program offers a comprehensive and accommodating platform for aspiring financial professionals.

Sundaram  Mutual Fund Distributorship – Expected Profits & Income

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

The Sundaram Mutual Fund Distributorship has total Assets Under Management (AUM) of Rs.70,27,500.

The revenue earned by the distributor is 1.55% of the Total AUM, resulting in a Distributor’s Share of Rs.1,08,926.25.

Although there is no specified income for new client acquisition, the distributor acquired 30 new clients.

After deducting the Total Expenses of Rs.50,500, the Distributor’s Net Profit stands at a commendable Rs.58,426.25.

This translates to a healthy Net Sundaram Mutual Fund Seller Profit Margin of 53.64%, showcasing the distributor’s efficient financial management and solid performance in the market.

With a steady flow of new clients and a substantial AUM, the future looks promising for the Sundaram Mutual Fund Distributorship.

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Sundaram Mutual Fund Agent Offers are listed below.

• Enjoy the benefit of earning a commission above 1% on your Assets Under Management (AUM).
• Sundaram offers a potentially reasonable distributorship fee or investment structure to get you started on your journey as a Mutual Fund Agent.
• The firm provides you with the valuable opportunity to offer free advisory services to your clients.
• Currently, Sundaram doesn’t offer direct mutual funds.

Sundaram Mutual Fund Distributorship SWOT Analysis

Here is the detailed SWOT analysis for Sundaram Mutual Fund Distributor.

Strengths:

• The distributor receives payments within 30 days, which indicates a relatively quick payout process. This can be beneficial for managing cash flow and meeting financial commitments.
• The distributor has the advantage of incurring zero office expenses up to Rs. 50,000.
• Offering free advisory services can be a significant strength as it adds value to clients.
• Providing access to direct mutual funds can benefit clients as it generally means lower expense ratios and potentially higher returns.
• The distributor earns a commission ranging from 1% to 2% of the Assets Under Management (AUM). This commission-based income can provide a stable revenue stream and motivate the distributor to grow the AUM.

Weakness:

• The distributorship lacks support for ARN (AMFI Registration Number) generation, which is required for mutual fund distribution.
• The distributorship’s distribution network may be limited, hindering its reach and ability to attract a more extensive client base.
• The distributorship’s limited tenure of only 2 years may create uncertainty and potential disruptions for both the distributor and clients.

Opportunities:

• There is a rising demand for retirement planning and goal-oriented investment solutions. Sundaram Mutual Fund Distributorship can create tailored products and services to cater to these specific needs, helping clients plan for their future financial goals effectively.
• Embracing digital technologies and online platforms can present a substantial opportunity for distributorship.
• Sundaram Mutual Fund Distributorship can capitalise on the growing mutual funds trend by tapping into the expanding market and attracting more investors.

Threats:

• High competition from other distributors for client acquisition and retention.
• Frequent changes in mutual fund regulations impacting operations and revenue models.
• Fluctuations in financial markets are affecting investor sentiment and AUM levels.

Sundaram Distributor Support amenities are listed below:

• Assistance provided to distributors in acquiring new clients and expanding their customer base.
• Training sessions and resources offered to distributors to enhance their understanding of various mutual fund products and their features.
• Guidance and expertise extended to distributors to offer effective advisory services to their clients.
• Support from Relationship Managers, but with associated charges for the service provided.
• Support and assistance for back-office operations, including processing transactions, managing paperwork, and addressing administrative tasks.
• Some marketing support is available to distributors, but it may have limitations in terms of scope and resources.

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For setting up a Sundaram Mutual Fund Distributor office, a space of 150 – 250 sq. ft. is required, with a minimum of 2 employees, but these are optional.

Mandatory equipment includes mobiles or telephones for communication and laptops or computers for managing client data and administrative tasks.

Optional additions include a dealer terminal for real-time financial data, call recording for compliance, CCTV for security, a manager’s cabin for private discussions, and a reception area for a professional setup.

Balancing mandatory and optional requirements is essential based on the distributor’s budget and specific client service offerings.

The Sundaram Mutual Fund Seller Dashboard typically offers the following functionalities.

• Allows sellers to view and manage their clients’ mutual fund portfolios, including holdings, transaction history, and performance.
• Facilitates the process of adding new clients to the distributor’s portfolio by capturing their details and completing the necessary documentation.
• Enables the seller to process mutual fund transactions on behalf of their clients, such as purchase, redemption, and switch between funds.
• Provides up-to-date information on mutual fund schemes, including NAV (Net Asset Value), fund performance, asset allocation, and other essential data.

Sundaram Mutual Fund Agent Login

From this Sundaram Mutual Fund Advisor login page, agents can efficiently manage client portfolios, track investments, and process mutual fund transactions like investments, redemptions, and switches.

Overall, the Agent Login page empowers agents to enhance their service capabilities and make informed decisions in mutual fund distribution.

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Becoming a Sundaram Mutual Fund Distributor involves the following steps.

• Locate the button “Become a Distributor” below or the Form below.
• Fill out the required form with your details and submit it online by clicking the button.
• Expect a prompt response from the company’s staff, who will guide you through the registration process.
• Gather essential documents, including the ARN (AMFI Registration Number) and NISM (National Institute of Securities Markets) certificate.
• Ensure that you fulfil the eligibility criteria, including being an Indian citizen, at least 24 years old, and a graduate.
• Complete any additional formalities or training as specified by Sundaram Mutual Fund.
• Upon successful registration, you will receive your agent login credentials, and you can start your journey as a Sundaram Mutual Fund Agent.

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Sundaram Mutual Fund Distributor – Conclusion

People looking for a reliable and performance-driven mutual fund house can confidently consider Sundaram Mutual Fund Distributor for their investment journey.

With a focus on long-term growth and wealth creation, the fund house remains dedicated to assisting investors in achieving their financial goals. 

Sundaram Mutual Fund Distributor FAQs

Here are the detailed FAQs related to the Sundaram Mutual Fund distributorship.

What is the extent of Sundaram’s distributor network?

Sundaram boasts a wide-ranging network comprising over 100 distributors.

Is investing with Sundaram Mutual Fund Agency secure?

Undoubtedly, Sundaram Mutual Fund Agency provides a safe and dependable investment option.

What commission do Sundaram Mutual Fund Distributors earn?

Sundaram Mutual Fund Distributors earn commissions ranging from 1% to 2% of the Assets Under Management (AUM).

How much are the distributorship fees for Sundaram?

The distributorship fees for Sundaram entail a one-time payment of Rs. 50,000.

Does Sundaram help in ARN generation?

Certainly, Sundaram extends support for ARN generation to its distributors.

Is Sundaram primarily a stockbroker?

Yes, Sundaram primarily functions as a stockbroker.

Does Sundaram operate as an AMC (Asset Management Company)?

Indeed, Sundaram also serves as an AMC (Asset Management Company).

Who founded Sundaram?

T.S. Santhanam is the founder of Sundaram.

Is Sundaram registered with SEBI?

Yes, Sundaram is duly registered with SEBI (Securities and Exchange Board of India).

Can Sundaram Distributor facilitate direct investments in mutual funds?

No, Sundaram Distributor does not facilitate direct investments in mutual funds.