Partner With
Fin System
Let's Work Together
You Could Be a Perfect Fit
Fin System is a partnership of prosperous financial adviser entrepreneurs dedicated to our clients, fostering cooperation, value creation, and growth. When partner offices and advisors join Fin System, they may take advantage of a strategic platform of tools and technology that is unmatched in the industry, as well as marketing resources. The goal of Fin System is to enhance the entrepreneurial experience of our partners.
Looking to grow your Office
and leverage robust resources
Thinking about putting a
succession plan in place
Creating certainity for the future
of your team and clients
What We Offer to Our Client’s
MUTUAL FUND
INSURANCE
PORTFOLIO MANAGEMENT
BONDS & FIXED DEPOSITS
TAX PLANNING & SERVICES
FINANCIAL PLANNING
RETIREMENT PLANNING
REAL ESTATE
Why Partnership with Fin System
- Dedicated Relationship Manager
- Dedicated Operation Executive
- Marketing Activity Planning
- Quarterly Contests and Incentives
- Fixing Marketing Activity
- Marketing Promotional Material
- Exclusive Sales kit
- Marketing & Social Media Management
- New Partner Induction Programme
- Products and Sales Training
- AMFI and Financial Planning Training
- Personality Development Programme
- Partner Desk
- CRM Desk
- Mobile Application
- Financial Planning Tool
- Research Reports on Mutual Fund Schemes
- Publication of Market Updates
- Market Analysis
- Publishing Recommended Funds
- Dedicated Team to Attend the Query
- Online Query Management
- Toll Free Number
- Conducting Regular Feedback Survey
Asset Allocation
This strategy involves investing in different
types of assets (Volatile and non-volatile) based
on the investor’s investment goals and risk
tolerance. Eventually, it can result in significant
returns with little risk.
Diversification
Investors or portfolio managers must diversify
the investment portfolio to spread the risk and
generate profits. Financial markets are volatile
and subject to risks. Hence, having a diverse
portfolio of assets with little or no correlation
means profit made by one can easily offset the
loss incurred by another.
Rebalancing
Market volatility may cause an investment plan
to diverge from its target allocation. Therefore,
rebalancing the portfolio based on market
conditions might result in higher returns with
little risk. The common ways to do this include
buying and selling assets as required or
increasing portfolio investment.
Tax Reduction
It is nothing more than figuring out a strategy to
avoid paying excessive taxes on investment
returns.
Frequently Asked Questions (FAQs)
For Existing Mutual Fund Distributors (ARN Holder)
There is no joining or registration fee.
For becoming a Mutual Fund Distributors:
Registration fees: 3,500 (Rs. 2000 for the NISM Mutual Fund V-A exam + 1500 fees for ARN
Applications to CAMS; ARN fees for non-individuals are different).
Fin System provides you with study materials like online training, study materials, mock tests,
and revision sessions.
Fin System will offer comprehensive assistance with business development. like a committedrelationship manager, technology, marketing, and sales support. Additionally, Fin System will provide you with numerous training sessions to improve your knowledge and sales abilities.
Yes, that is possible. You need to follow the ARN change process.
You can start this business as a part-time endeavour in addition to your job or other business, and
once you start earning a respectable commission from the MF business, you can start it full-time
if you so choose. However, you must allow yourself enough time to expand your knowledge and
network with clients in order to successfully grow your business.
