How to become a mutual fund advisor

How to be a Mutual fund Agent -How To pass in Mutual Fund Exam

How can I become a NJ Wealth Partner (Mutual Fund Advisor) ?

For becoming an NJ Wealth Partner (Mutual Fund Advisor) , one primary criteria is Mutual Funds Advisers Certification.
For getting the Mutual Fund Distributors certificate you have to be registered with AMFI and should have an ARN (AMFI Registration Number) only then you can advise Mutual Funds.
For getting registered with AMFI one has to successfully clear the NISM Series V Mutual Fund certification only then one can apply for ARN.

What are the subscription charges for becoming NJ Wealth Partner?

You have to pay Rs. 2,000/- for subscribing to NJ value pack.

What do I get from the subscription charges?

You would get 2 day AMFI training, which would help you clear AMFI.
One time free registration to AMFI exam.
Online access to Online VP Desk, which includes real time mock test.
On becoming NJ Wealth Distributor you would be given 2 days basic training to understand technical and practical knowledge about the distribution business.

Is Mutual Fund certification difficult to clear?

No, it is not. You would be getting a workbook (Soft Copy – PDF format) from NISM to refer.
2 days AMFI training from us would help you to understand the content properly.
The online mock tests are available to increase your confidence in clearing the exam.
2-3 hours of study for 6 to 8 days would certainly help to clear the exam.

How is the structure of the examination?

Mutual Fund examination is conducted online by NISM through BSE/NSE. Duration of certification is 2 hrs.
Examination consists of total 100 questions of 1 mark each.

What is the validity period of the certification?

As per the current regulation validity of the certification is 3 years.

Once I clear the exam, when can i start business?

Once you clear the exam you have to apply for the ARN. Once you get the ARN, you can become NJ Wealth Partner after completing the enrollment process and signing up the agreement. On becoming an NJ Wealth Partner, you can start the business.

Is there any renewal fees charged in future by NJ?

Absolutely not. Subscription charges are the only charges charged at the time of enrollment and there are no renewal charges.

What are the products, which NJ Wealth Distributor Network Partner can access?

On enrollment as an NJ Wealth Partner, one can immediately start distribution of Mutual Funds, PMS, FD bonds.

Do I have to pay for additional services offered by NJ Wealth Distributor Network ?

No. Almost all services are free, including Partner Desk and Client Desk for all your customers. All paid services are limited to the Print-Shop for materials ordered, SMS Manager service for sending SMSes and other such services

What is my relationship with NJ?

At NJ, you will share a Principal to Principal relationship. You will not be an employee, or agent on behalf of NJ. You will function as an independent distributor and will have the ownership of your clients. You would function as a sub-broker and engage in promoting and distributing financial and other products through NJ to your clientele.

How long will I be able to function as NJ Wealth Partner?

Your relation with NJ is continuous and non ending. We have Partners who have been with NJ since inception. Relationship can be terminated by you at any point of time. However it is very rare that you may need to end your relationship. NJ can terminate relationship based on any breach of policy or for any other valid / legal reasons.

I am a Real Estate Advisor/Distributor. How can I become a NJ Wealth Partner?

You can become an NJ Wealth Partner. However, product basket will be limited to Real Estate.

Being an NJ Wealth Partner, can I start advising in Real Estate?

No.You are to required to do a simple registration before you can start.

For More Details

Thanks & Regards,
R.Gobinathan
NJ India Invest Pvt Ltd,
No:12 Gowtham Centre Annexe,
1054 Avinashi Road,
Coimbatore 641018.
Email ID :gobinathan.r@njgroup.in
Mobile :9344017459
Contract No :0422-3261142

http://www.njwealth.in/njwealth/products.fin?cmdAction=loadWealthAdvisor

Why should you join in NJ for Mutual Fund Distribution

Welcome to NJ Wealth Distributors Platform.

The NJ Wealth platform delivers enormous value to the on-board distributors, known as NJ Wealth Partners, empowering them with all the essential tools & services to run scalable, successful and a highly professional distribution practice.
The NJ Wealth Distributors Platform seeks to address the challenges and demands of the business while being ready to seize on the opportunities available. Driven by the power of the 360° platform, the distributors enjoy an unparalleled advantage against competition of any scale, and offer great choice of products and value-added services to their customers. NJ Wealth Distributor Platform presents a very compelling win-win proposition for advisors and distributors alike and also for their clients.
We welcome all to experience the NJ Wealth Distributors Platform.

Choice of Products & Services
To be a successful financial products distributor, a rich product basket is the first starting point. NJ is a registered member of NSE and BSE, and a Depository Participant with CDSL, offering a wide range of financial products and services. The customers of NJ Wealth Partners enjoy a wide choice of investment opportunities in diverse products and asset classes. The cross-distribution of products enables the Partners to build a deeper and mutually beneficial relationships with their customers.
The product basket at NJ comprises of:
- Units of publicly traded Mutual Funds schemes in India
- Capital Market: Direct Equity Stocks and Exchange Traded Funds (ETFs)
- Fixed Income products – NCDs, Bonds, CDs of leading companies / institutions
- PMS products of NJ Advisory Services and other leading PMS providers
- Real Estate – Exclusive projects of NJ Realty & other projects of leading developers in India
NJ E-Wealth A/c service
NJ Wealth Partners get benefitted immensely as there are multiple modes through which the customer can directly invest, once the subscription to NJ E-Wealth A/c is made. This reduces the time and effort of placing a transaction, helping the Partner to enhance his servicing (customer handling) capacity.
Multiple modes of transactions available to customers of NJ Partners -
- Online (Demat Mode only)
- Call & Transact (Demat Mode only)
- Offline (Demat /Non Demat)
Cutting-edge Technology Solutions
One of the key differentiators for NJ Wealth is the power of technology, arguably unmatched in industry today. The customised solutions, developed in-house by IT team, cater to the many specific needs of the financial products distribution practice, both for the investors and distributors.
Online desk solutions with mobile platforms
- NJ Client Desk: comprehensive, family wealth management solution for clients/investors of NJ Wealth Partners
- NJ Wealth Partners Desk: complete business management platform for distribution practice for NJ Wealth Partners
- NJ E-Wealth A/c: online transaction desks in mutual funds for subscribers of NJ E-Wealth A/c service
Efficient Operations and Customer Care Service:
Quality delivery standards and timely resolution of queries is very crucial for winning the trust and comfort of customers. With its rich experience, expertise and years of continued focus on development of processes & systems, NJ Wealth has managed to build operational, delivery and service quality standards that are unmatched in the industry. The NJ Wealth Partners and their customers are greatly benefitted with this excellence in many ways.
NJ also has a dedicated NJ Customer Care for identification and quick resolution of queries within defined TAT for NJ Wealth Partners. NJ's Customer Care capabilities are among the most mature in the industry with features of auto-query posting, auto-resolution, integration with third parties and predictive capabilities. The service gives the NJ Wealth Partner the freedom to focus on growing the business rather than spending time on query resolution and servicing.
Comprehensive Marketing Support
NJ has a unique online service of BizMall – a virtual shop, which offers end-to-end marketing solutions for promoting sales, creating brand and developing distribution business. The support services on offer include branding support, regular publications support, e-communications support and event management support. NJ BizMall offers online paymenttracking system with door-step delivery of high quality branding and marketing resources.
In-depth Training & Research Support
Training is an essential part of the distribution practice, and NJ keeps it well under focus through regular training on business practices and products. NJ Gurukul, an NJ Group entitiy, offers training programmes and certification courses including the prestigious CFPCM for NJ Partners. NJ Partners also have access to the research based publications which, combined with online Knowledge Desk and other tools, help the distributors to stay informed and updated on the products and happenings in the industry.
Scientific Business Guidance with Relationship Manager
NJ Wealth has an institutionalised and an automated, logical approach to sales management. Every NJ Wealth Partner is evaluated scientifically on multiple business parameters including business, services standards, awareness, etc on a monthly frequency. A system driven process then directs the dedicated Relationship Manager to concentrate and work upon areas of improvement without any scope for subjectivity and biasness. The Relationship Manager also engages with Partners on a day-to-day basis for business support and guidance.

For More Details Call us

R.Gobinathan
NJ India Invest Pvt Ltd,
No:12 Gowtham Centre Annexe,
1054 Avinashi Road,
Coimbatore 641018.
Email ID :gobinathan.r@njgroup.in
Mobile :9344017459
Contract No :0422-3261142

http://www.njwealth.in/njwealth/products.fin?cmdAction=loadPlatform