Become a Mutual Fund Advisor
Join us as a Mutual Fund Advisor and become a part of our strong network of financial advisors across the nation. Currently we have a circle of banks, stock brokers, financial institutions, financial advisors, chartered accountants, tax consultants.
What is a Financial Planner Role
The financial planner helps companies and individual to design their long-term financial goals. This money manager’s year long expertise helps you in financial investment, plan your retirement, and other financial planning schemes. Further, the financial planner may hold various license or designations to its credit.
Ways to Invest
Ready made portfolios
Our ready-made options are simple, transparent and expertly managed
Choose Your Own Funds
Ideas to help you get started plus example portfolios you can tailor to your needs
Our Recommendations
A list of what we believe to be the best funds available to Indian investors
Documents required to become an Certified Mutual Fund Advisor?
- ARN Number is issued by AMFI to the Individual, Senior Citizen, Partnership Firm or Company
- ARN Certificate is issued by AMFI to a person other than Individual
- An Empanelment form with a Photograph (For a Company, photograph is not required)
- PAN Number
- Registering a firm or company, their additional document is required which clearly states that all their employees are AMFI qualified
- A Self-Declaration form required stating the compliance of circulars issued by AMFI
