In this PPT, you would come to know “How To Become Mutual Fund Agent”, the role of mutual fund distributor, why you should become a Mutual Fund Agent, its pros and much other information. Refer to the link below, if you want to know more https://www.wealthbucket.in/mutual-fund-agent/ Follow us: Facebook: https://www.facebook.com/wealthbucket/ Instagram: https://www.instagram.com/wealthbucket/ For queries contact us: Contact number - +91 8750005655 Mail ID - contact@wealthbucket.in Visit Our Website: https://www.wealthbucket.in

1. 2
India’s Top Mutual Fund Investment
Platform
By WEALTH BUCKET
How to become a mutual
fund distributor?

2. ROLE OF A MUTUAL FUND AGENT

3. EDUCATING INVESTORS ABOUT
MUTUAL FUNDS
EVALUATING RISK-TAKING CAPACITY
ANALYZING INVESTMENT OPTIONS

4. DEVISING THE RIGHT INVESTMENT STRATEGY
HELPING INVESTORS DIVERSIFY THEIR
POTFOLIO
RECORD-KEEPING

5. WHY BECOME A MUTUAL FUND
AGENT?

6. It is easy to become a MF agent – just give NISM
exam and enroll with Wealth Bucket
MF agent earns upto 2% trail commission on
Mutual funds
There are several advantages of becoming a mutual fund agent:

7. A good Mutual fund agent earns above
Rs. 50,000 a month
You can be your own boss – work part-time, full
time as per your own convenience
There are several advantages of becoming a mutual fund agent:

8. Presume that the investment tenure is of 15 years and the investor
agrees to invest Rs.1,00,000 annually.
Now in case of investment the insurance agent earns commission on
the invested value, whereas a Mutual Fund agent earns commission on
a trail basis that is the agent earns commission on the new investment
plus the appreciated value of the last year investment.
In this example, you will see that with same investment, mutual fund
agent earns more.
Mutual funds agents can easily earn more than insurance agents

9. Mutual funds agents can easily earn more than insurance agents

10. WHY PARTNER WITH WEALTH
BUCKET?

11. Wealth Bucket is free, offers online Platform & best commission
Free membership / marketing material : Our portal is free and
we provide you free marketing material.
Online Platform : We will provide you an online platform through
which you can easily manage your MF clients (KYC, sales –
everything will be online)
Best Commissions : We can offer you best commissions in the
industry

12. Wealth Bucket offers instant empanelment & dedicated trainer/RM
Instant empanelment: By partnering with us, you will
automatically be empanelled with 30 + AMCs.
Dedicated Trainer/RM: Our expert team will guide you
which mutual fund to recommend to whom
No-lockin: You can shift from us anytime you want

13. Wealth Bucket has best incentive slabs for distributors
S.No CATEGORY AUM REQUIREMENTS
1 Classic 0 - 0.5 cr
2 Bronze 0.51 cr - 5 cr
3 Silver 5.01 cr - 15 cr
4 Gold 15.01 cr - 50 cr
5 Platinum 50cr+

14. 25000 Points
=
Domestic Trip(Goa)
35000 Points
=
International
Trip(Singapore)
50000 Points
=
International
Trip+Cruise
Performing distributors also get international trips

15. HOW TO WORK AS A MUTUAL
FUND AGENT?

16. Go to wealthbucket.in/mutual-
fund-agent and fill the signup form
Login into your account

17. Add Client Details to create an
account for the client
Add clients on the dashboard

18. Fill the Client KYC Details
Fill Client bank details

19. Fill client personal details
Fill address detail of the client

20. Upload client documents
Choose an option to upload or
record the video (for KYC)
KYC is applied online and client account is activated instantly for investing

21. Click on “Search funds” and choose
from 15,000+ available funds.
After selecting mutual fund click
on “Invest now” option.

22. Fill the given details of mode of
investment (monthly SIP) and at last
click on place order.
Confirm all your details and click
“pay”
You can share the payment link with the client via email or SMS

23. Once payment is made, look at
transaction history for payment
confirmation
That’s it !! Adding clients and investing on Wealth
Bucket takes less than 3 minutes

24. BECOME A MUTUAL FUND
DISTRIBUTOR/AGENT WITH
Wealthbucket.in
Contact us on 8750005655