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?
Choose the Right MF Starter Kit for Your Journey
Whether you’re preparing for your ARN, launching your first clients, or building a scalable advisory practice, select the plan designed for your current stage.
Self-Starter (Guided)
₹10,000 (one-time)
Best for: Individuals planning for NISM / AMFI examination
Launch Accelerator
₹40,000 (one-time)
Best for: Serious aspirants who want momentum, not trial-and-error
Bonus Included: Professional CRM Plan
Practice Builder
Custom
Best for: Advisors shifting from insurance / distribution
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.