Credit Suisse Mutual Fund Distributor Logo

Becoming a Credit Suisse Mutual Fund Distributor is an excellent opportunity for financial professionals and aspiring entrepreneurs looking to enter the mutual fund distribution business.

With Credit Suisse, as one of the fastest-growing investment platforms in India, you can start your journey as a Credit Suisse Mutual Fund Seller and earn attractive commissions by referring clients to invest in mutual funds.

The company offers a fully digital process, making it easy to onboard and manage clients. As a Credit Suisse MFD, you can leverage its strong brand reputation and robust technology to build a successful business.

What are the Business Requirements for Credit Suisse Mutual Fund Distributor?

Overall Investment

Rs.35,000 - Rs.65,000

Commission Range

0.6% to 1.2% of AUM

Avg. Monthly Profit

Rs.42,274

Area in Sq. Ft.

100 - 200 Sq. Ft.

No. of Employees

Atleast 2

Breakeven Time

1 - 2 Months

Payout Time

30 Days

Total Distributors

50+

Type of Distributor

Sub Distributor

NISM Certificate

Yes, Compulsory

ARN Generation

Yes, Compulsory

How much is Credit Suisse MFD Cost?

Distributorship Fees (One Time)

Rs.5,000

Office Expenses (Monthly)

Rs.30,000 - Rs.60,000

How much is Credit Suisse Mutual Fund Distributor Commission & Referral Bonus?

Revenue Sharing

0.6% to 1.2% of AUM

Per Client Acquisition

NA

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What are the Expected Earnings from Credit Suisse Mutual Fund Seller?

Active Lumpsum Clients

20

Avg. AUM per Client - Lumpsum (Rs.)

84,500

Total AUM - Lumpsum (Rs.)

16,90,000

Active SIP Clients

825

Avg. AUM per Client - SIP (Rs.)

8,450

Total AUM - SIP (Rs.)

69,71,250

Total AUM (Rs.)

86,61,250

Distributor's Share (Rs.)

95,274

New Client Acquisition

50

Client Acquisition Income (Rs.)

-

Total Distributors Income (Rs.)

95,274

Total Expenses (Rs.)

53,000

Distributors's Net Profit (Rs.)

42,274

Net Profit Margin

44.37%

Does Credit Suisse offer an MF Advisor Dashboard or App?

Web or App Dashboard


What is the Eligibility Criteria to Start Credit Suisse MFD Business?

Age

18 Years & above

Nationality

Indian

Academic Qualification

Graduate

NISM Certificate

Yes, Compulsory

ARN Generation

Yes, Compulsory

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What Documents are required to Become a Credit Suisse Mutual Fund Distributor?

Distributorship Agreement

Compulsory

Identity Proof - Aadhaar

Compulsory

Address Proof - Aadhaar / Rental Agreement

Compulsory

PAN

Compulsory

Passport Size Photo

Compulsory

Bank Account Details

Compulsory

Bank Cancelled Cheque

Compulsory

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