How to become NewAge

MUTUAL FUND
DISTRIBUTOR
3 EASY STEPS

Shobhit Kumar
mentorshobhit.com
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About Shobhit Kumar

I am a finance professional who worked for more than 13 years
across the length and breadth of INDIA, from bigger cities to
smaller towns. 

I got opportunities to work with financial institutions like Axis

Bank, UTI Mutual Fund, and HDFC Mutual Fund. 

While working with asset management companies, I had extensive

interaction with Distributors & investors while conducting the
INVESTOR AWARENESS PROGRAMME and Distributor training. 

I am a Fin-biz growth coach and founder of Fin-biz growth Club . 

I am on a mission to help 1,00,000 insurance advisors expand their business

into mutual funds distribution. 

By using my B.O.S.T.T. framework, you will be able to run a successful mutual

fund distribution business.

To your success
Shobhit Kumar

Mutual Fund Distribution

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Step 1
NISM VA - MFD module certi cation.
1. Create your profile at NISM website. 
         - Keep scanned copy of your Passport Photo, PAN card,
Address Proof
         - Takes 2-3 days to verify your profile. 
2. Book the available slot for exam at your location after paying
applicable fees.
3. Prepare for the exam
4. Study material
   - Study book can be downloaded from the NISM student
login  after exam registration
   - Take our 100 question Free!!! MOCK test 

Take mock test Now 

Mutual Fund Distribution

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Step 2
Applying for AMFI registration number

(ARN)

1. Apply for ARN after passing the NISM-VA exam

2. Visit nearest CAMS office or AMFI website

3. CAMS office with help in application processing incase one 

carrying physical  Application & supporting documents . 

4. AMFI website provides paperless facility of individual ARN. 

5. For all NON-Individual category one has to apply through CAMS

branch offices only.

6. Offline route will take 15-21 working days to get your ARN
number.

Mutual Fund Distribution

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Step 3
Empanelment with mutual fund companies
1. After receiving your ARN & EUIN number form AMFI get
empanelment with mutual fund companies.  

2. Most of the mutual fund companies allow online empanelment

for individual ARN holders. Visit their website. 

3. For NON- Individual case do submit empanelment form along

with required documents. Enquire with local mutual fund
offices.

4. Submit Self Declaration   every Financial year for uninterrupted

brokerage payments. 

5. You are ready to ROCK. All the best. 

Mutual Fund Distribution

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Welcome to Finbiz community

The Community of Fineprenures determined to change the
investment advisory landscape in INDIA. 

Passionate to help Indian households to achieve their

Financial goals with little e ort and sacri ce.

More than 95% of mutual fund distributors become

inactive due to a lack of guidance and proper business
plan.

Join INDIA's only MF distributor community with agenda to

breed NewAge Mutual Fund distributors.

 Join this noble profession.

Join our Facebook Group Now

Mutual Fund Distribution

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