Mutual Fund Broker?

i am selling insurance . want to know how to be a mutual fund broker ?

Hi,

To become a mutual fund broker you have clear the AMFI Mutual Fund Advisor Module. Visit the www.amfiindia.com
The exam fee is Rs.1000 Once you clear this exam you have apply to the Mutual Fund Houses along with your copy of AMFI certificate so that you get incentives for all the mutual fund schemes that you sell

Apply at a brokerage firm like Fidelity Investments or Vanguard.

Must take series 6 7 etc test and work thru Broker Dealer
to SELL FUNDS

OR

Take series 65 and just be an advisor IF your plan is to only sell Indexed annuities and then work thru a REGISTERED INVESTMENT ADVISORY FIRM as an INVESTMENT
ADVISOR REPRESNTATIVE

go to AMFI website to know more

After Clearing AMFI test u have apply to AMFI for issuance of a licence which is issued after payment of Rs. 500 DD. The application form and DD have to be submitted at CAMS office. The licence will come to u after 15 days. Then u can approach various MF companies for their agency

for that first you must have passed the AMFI exam- then u'll be ragistered mutual fund agent for detail please click on-
http://www.amfiindia.com

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