In-depth reads on markets, strategy and investor behaviour — written for mutual fund distributors and the investors they serve.
38 articles
8 MFD tools compared: IFANOW, Investwell, Wealth Elite, AssetPlus, Wealthy, ZFunds, NJ Partner Desk, Dhan Saarthi. Rails, client app, commission, limits..
Yashna Bhuwania
10 Oct 2026 · 12 min read
NewNISM 5A, 5B, 5D, 10A/10B, 21A and 8 compared: which certificate each goal needs, who registers you, exam fees and validity. Updated Oct 2026.
MFD income per month at ₹25 lakh to ₹100 Cr AUM, how much AUM you need for ₹1 lakh a month, salary vs trail, costs and real industry data. Illustrative.
MFD commission 2026: trail rates by fund type (equity up to ~1.25%, debt, liquid), SIP commission example, ₹1 Cr AUM = ₹80,000/yr, GST change, calculator.
Renew your ARN in 2026: renew NISM via CPE or exam, apply online on AMFI, pay ₹1,500 + GST. Fees by category, 6-month checklist, and what if it lapses.
How to get your ARN from AMFI in 2026: online PAN-Aadhaar steps, document checklist, full AMFI fee table for every category, timeline & common rejection reasons
NISM 5A (V-A) exam 2026: 100 Qs, 2 hrs, 50% to pass, no negative marking, ₹1,500. Unit-wise weightage, 30-day plan, sample questions, free mock test.
Compare AssetPlus, Wealthy, ZFunds, Creso, NJ Partner Desk and Dhan Saarthi on ARN model, published split, products, white-label, tools and switching.
EUIN full form: Employee Unique Identification Number. What EUIN means on your MF form, who needs one, fee (₹1,500 + GST), validity and ARN vs EUIN.
Mutual fund distributor kaise bane: NISM V-A exam, AMFI ARN, documents, ₹5,040 kharcha, 3–5 hafte aur kamaai ka hisaab. 4 aasaan steps, Hindi mein.
50 original NISM Series 5A practice questions with answers and explanations, grouped by all 12 syllabus units. Free mock test for timed practice.
NISM 5D (V-D) syllabus: 22 chapters with marks, 150 Qs, 60% pass, 10% negative marking with example, 5A vs 5D, sample questions, free mock test.
A playbook for new MFDs: warm-network script, referral channels, a 90-day plan and the AMFI and SEBI rules on rebates, return claims and social media posts.
How MFDs place transactions: AMC empanelment, BSE StAR MF, NSE NMF II and MFU compared on eligibility, fees, mandates and CAN, plus when a platform is simpler.
From April 2026, GST on MFD commission is paid on top, only to registered MFDs. ₹100 example, ₹20 lakh threshold, SAC, reverse charge, ITC, composition trap.
Yes, you can be an MFD part-time. AMFI rules, what to check with your employer (govt, bank, private), tax, and an illustrative part-time income ramp.
MFD vs SEBI RIA vs insurance agent: regulator, exams, how each earns, SEBI's segregation rules, and how an insurance agent can also sell mutual funds.
How to register on the NISM portal and book the 5A exam: documents, step-by-step enrolment, fees for 5A, 5B, 5D, 21A and 8, rescheduling rules and fixes.
A 5-step guide for Mutual Fund Distributors to build a client reporting system that runs on schedule instead of manual effort.
A practical 5-step process to onboard a new mutual fund client in 30 minutes. Built for Mutual Fund Distributors who want faster, trust-building onboarding.
Learn the 5 warning signs of fund overlap in client mutual fund portfolios, how to check for it during reviews, and how Dhan Saarthi flags it for MFDs.
A 5-point quarterly SIP book audit framework for Indian Mutual Fund Distributors to catch lapsed SIPs, review gaps, and at-risk clients early.
A practical, step-by-step framework for annual client review meetings that build trust and improve client retention for Mutual Fund Distributors.
Five practical scripts to turn vague investing chats into goal-based conversations that keep Mutual Fund Distributor clients invested through volatility.
Spot the early warning signs before a client moves to a direct mutual fund plan — and the exact response for each one. A practical guide for MFDs.
Already an established Mutual Fund Distributor? See if Dhan Saarthi's book visibility, portfolio tracking & SIP tools actually fit your practice
No finance degree needed to become a Mutual Fund Distributor in India. Learn the NISM certification, ARN registration steps, and how to get started.
Thinking of a career in mutual fund distribution? Here's an honest look at the opportunity, how to start, and the real challenges to weigh.
Step-by-step: pass NISM V-A, get your ARN from AMFI, empanel with AMCs and sign your first clients. Total cost about ₹5,000, timeline 3–5 weeks.
Choosing a mutual fund platform? Check these key factors — client visibility, onboarding, reporting & scalability — before you commit.
Comparing portfolio review software helps you pick a tool that saves time, builds client trust, and scales your practice. See what to check before choosing.
5 practical growth levers every Mutual Fund Distributor can use to grow AUM referrals, wallet share, digital presence, and client retention. No ad spend needed.
A practical, non-defensive script for MFDs to explain regular vs direct mutual fund plans to clients and reinforce the value of ongoing advice.
A practical monthly portfolio review system for MFDs — checklist, workflow steps, and common mistakes to avoid, to catch client issues before they churn.
7-point mutual fund portfolio health check checklist for MFDs: SIP status, allocation drift, fund overlap, XIRR and goals. Scan each client in 3-5 minutes.
SIP cancellations signal a broken client relationship. Learn the 5 trigger points that precede SIP exits — and the exact intervention for each.
Most MFDs treat risk profiling as a one-time compliance form. Here's where that breaks down — and a practical framework to fix it before your clients notice.
When markets fall, clients panic — and some leave. Use this advisor playbook to retain clients with proactive communication and portfolio data.
