What’s Included in Your MF Starter Kit?
ARN Registration Roadmap
Step-by-step guide to get your ARN, EUIN, SEBI documents, and due-diligence completed.
Ready-to-Use Investor Onboarding Templates
Financial profiling forms, KYC checklists, and onboarding workflows.
High-Conversion Sales Scripts
Cold call, WhatsApp, and meeting scripts crafted for first-time clients.
Smart Goal-Planning Sheets
Standard, advanced, and multi-goal formats for quick advisory sessions.
Portfolio Review Templates
Printable and digital formats for client meetings.
Branding Essentials
Visiting card templates, presentation deck, brochure designs.
Why This Starter Kit Is a Game-Changer
for New MFDs
Launch faster with ready-made resources and avoid beginner mistakes.
Get complete clarity on compliance, processes, and documentation.
Deliver a premium, professional experience from day one.
Use polished templates and workflows that establish trust with investors.
Who Should Use the MF Starter Kit?
Bonus Tools Included
Cold Email Templates – Nurture leads and re-engage inactive prospects.
Investor Presentation Deck – A complete pitch deck for first meetings.
WhatsApp Automation Playbook – Use simple scripts to boost conversions.
Social Media Starter Pack – Pre-designed posts for credibility and branding.
Frequently Asked Questions
Everything you need to know about the MF Starter Kit.
Anyone who wants to start a Mutual Fund Distribution business can apply – even with zero finance experience.
Ideal for:
- Salaried individuals looking for side income
- People seeking a full-time advisory career
- Insurance agents expanding into Mutual Funds
- Commerce or finance students
- Homemakers seeking flexibility
- Existing Sub-MFDs becoming independent
Eligibility: Age 18+, required documents.
The Starter Kit is a complete setup package to help you become operational quickly.
- NISM VA exam guidance
- AMFI Registration (ARN) support
- KYD assistance
- PAN & Aadhaar validations
- Bank mandate setup
- RTA onboarding
- Basic digital identity
- Communication starter templates
- Beginner CRM access
Mandatory:
- PAN card
- Aadhaar card
- Bank proof
- Passport-size photo
- Education certificate
- Signature specimen
- Address proof
Optional:
- GST details
- Entity documents
- NISM certificate (if cleared)
Yes. Clearing NISM Series VA is mandatory.
- Study material
- Mock tests
- Preparation guidance
- Registration assistance
- NISM Exam: 7–14 days
- AMFI Registration: 5–10 working days
- KYD Verification: 1–3 days
- RTA Empanelment: 3–10 days
- Platform activation: Same day
Average completion: 15–25 days.
- Adding clients
- Starting SIPs
- Risk profiling
- Goal planning
- Using CRM & AUM tools
- Digital presence setup
- Low-cost entry
- Minimal compliance
- No office required
- Digital-first tools
- Scalable growth
- Individual MFD registration allowed
- Optional transition to firm/company later
- Additional ARN holders can be added
- CAMS
- KFintech
- Franklin Templeton (if required)
- Documentation & tracking support
- CRM access
- AUM tracking
- Digital presence tools
- Automation & training
- Scaling support
- Step-by-step entry
- Professional tools
- Tech-enabled setup
- Client communication guidance
During registration:
- Exam guidance
- Document verification
- Application follow-ups
After becoming an MFD:
- CRM onboarding
- Client engagement tools
- WhatsApp & email support
- Business growth guidance
Ready to Launch Your MFD Business?
Download your free starter kit and start your journey today.