AssetPlus - MF Partner App

AssetPlus is India’s fastest-growing online platform for mutual fund distributors and independent financial advisors to build a completely digitized business. We aim to encourage more people to enter the financial industry as professionals and empower them in their pursuit of helping India achieve financial freedom.

With a broad product offering including mutual funds, Corporate FDs, NPS, Insurance, PMS, Loans & Bonds, we assist you in catering to a diverse investor base with multiple financial goals.

Join the growing family of 12500+ MFDs & IFAs, who trust AssetPlus as their partner for end-to-end business solutions. Our range of services includes:

Guaranteed client onboarding within 180 seconds
Dedicated relationship managers
7 Day support assistance
One dashboard to manage your entire business anywhere anytime
Tailored and unique marketing materials with co-branding
Extensive training and development sessions conducted by industry experts
Complete business development solutions
Comprehensive knowledge resources backed by expert research
Client App with your branding

With the AssetPlus app, you can do the following for your Mutual Fund clients

Paperless Online KYC
Initiate transactions (Lumpsum, Redemption, Switch, SIP, Top-up SIP, STP, SWP)
Generate 30+ reports for comprehensive portfolio analysis
Find suitable MF schemes for your clients in under 5 minutes
Ask and get personalized answers to all your queries with BizGuru
Plan a complete investment and SWP for your clients with just one calculator
Help clients with their claims 24X7 with Guaranteed Claim Assistance
Complete brokerage reconciliation

Enhance your earning potential
The overall Assets Under Management (AUM) of the Indian Mutual Funds industry has grown from Rs. 10 lakh crore in May 2014 to Rs. 66 lakh crore as of July 2024. The industry is expected to reach a valuation of Rs. 100 lakh crore mark by 2030. At present, there are only about 1 lakh MFDs for over 3 crore investors in India

This is the right time to become one among the 10,000 MFDs earning more than Rs.1 Lakh per month. Don’t miss this opportunity!

Build your wealth while helping millions of investors in their wealth-creation journey

Partner now to take your MFD business to great heights and help your clients achieve their financial freedom. Install the app and register now.

FAQs

How can I become a MFD?
To become an MFD, you must pass the NISM V-A examination and obtain your ARN from AMFI. You can also visit https://www.partners.assetplus.in/become-a-mfd for more guidance.

What products can I offer to my clients from AssetPlus?
On partnering with AssetPlus, you can offer complete financial planning services for your clients including investments like MF, CFD, NPS, help them buy suitable Health & Term Insurance and also provide financial aid through LAMF

Can I add more MFDs with valid ARNs to my business?
Yes, you can manage sub-distributors under your ARN and expand your business.

What services does AssetPlus provide?
By partnering with AssetPlus, you can scale your MFD business with end-to-end assistance. You will receive:
7 Day support assistance
Dedicated Relationship Managers
Unique and co-branded marketing materials
Personalised business development
Extensive training sessions and offline meets to network and sharpen your expertise.
All-in-one dashboard to effortlessly manage your business anytime anywhere

Which AMCs’ mutual funds can I sell through AssetPlus?
You can sell Mutual Funds of all the 40+ AMCs in India through AssetPlus, including:
Axis Mutual Funds
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Bandhan Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
SBI Mutual Funds
Sundaram Funds
Tata Mutual Funds

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