You're not a Sub-Broker, You're our PARTNER
Go Digital: Join REGNUM WEALTH an Online Platform for Mutual Fund Distributors and Get Access to Software for Free.
Unique MF Investors*
#Source: AMFI, Datapoints as of ‘Dec 21
*Source: AMFI, Unique MF investors as of 31st March 2022
In today’s day and age, Mutual Funds have become one of the most sought-after investment instruments for creating wealth.That is when you come into the picture.Mutual Fund Distributors play an important role in promoting the sale of Mutual Funds. As a Mutual Funds Distributor, you can capitalise on the ongoing mega trend of ‘Financialization of Savings’ in the country and get a chance to make a meaningful impact in the lives of individuals and their families across socio-economic spectrum.
Understand clients’ financial goals
Educate client about the need to undertake financial planning
Evaluate risk Appetit
Support client with trade execution
Regularly connect with client to share updates on the economy
Support clients with portfolio review and rebalancing
Undertake behavioral coaching
Knowledge is the key capital required
You’ll need only the most basic infrastructure to start and operate your distribution business
You’ll need only the most basic infrastructure to start and operate your distribution business
Cost incurred is for NISM Certification, application of AMFI Registration Number (ARN), Employee Unique Identification Number (EUIN) & basic infrastructure.
Appear for the ‘NISM – Series V-A: Mutual Fund Distribution Exam’ and clear it
Obtain ARN & EUIN from AMFI
Empanelment with us
Start your Distribution journey
Go Digital: Join Regnum Wealth an Online Platform for Mutual Fund Distributors and Get Access to Software for Free
Further, Regnum Wealth provides other fixed income products like Corporate Fixed Deposits, Corporate Bonds, P2P Lending, PMS, AIF. This enables a Mutual Funds Distributor to offer complete solution to their customers as well as enhance their own commission income.
Regnum Digital fulfills your client’s needs under one roof by providing multiple product options to take care of all financial needs of a customer and helps a Mutual Fund Distributor to expand and grow their business by cross-selling and up-selling. The online software provided by Regnum Wealth makes the process of investment very easy and efficient.
To be a Regnum Digital Partner, if you already have AMFI Registration Number (ARN), then a simple empanelment process can get you started.
Absolutely not! There is no renewal charge to be paid..
The services available at Regnum Wealth are free of cost, including the Partner Portal and Client Portal.
Simply, login to http://empanelment.regnumwealth.co.in/ and fill out the form. Your details will be captured and you will receive a call from Team Regnum Wealth.
Everyone can be part of this Opportunities – we’re tottaly Digital ! And you can do it from your convenience place.
Pravin Patel
Stock Broker & MFD
“I heard about mutual funds but was not confident how to start. When I met Regnum Digital I was amazed to know that I can invest through a mobile app I have grown in my conviction about the merits of investing in MF’s and also benefited adequately over a period of time. Happy to recommend them to all those who are looking out for the opportunities ”
Thomas Joseph
Thomas Xerox & Investment Service
“ I started as a total newbie with virtually no coding skills. I now work as a mobile engineer for a big company. ”
Usha Mehta
Ex- Banker
“ Before joining the Regnum Wealth, I was a Retired Ex-banker and I've already have knowledge about Mutual Fund and other products which is already i sold to my customers while banking job.I was encouraged to enroll by one of my collegue who already joined Regnum Wealth as a Digital Partner. The entire curriculum and staff did not disappoint.Regnum Wealth have best in class Technology Platform which give me easy and hassle free process in client creatioin & other things.The best partof Regnum Digital is they're providing Real based Digital solution ”
Sewak Ram Sahu
Insurance Advisor & Tax Consultant
“ Thank you for the wonderful experience! I now have a Good Income ”
Pratik Khatri
Tax Consultant & Insurance Advisor
“ The Team of Regnum Wealth seem genuinely concerned about my progress which I find really refreshing. The Platform gave me the confidence necessary to be able to go out in the world and present myself as a capable Financial Advisor. The standard is above the rest. . ”
At Regnum Wealth Pvt. Ltd., we provide holistic financial planning advice to our clients, covering all areas of their financial lives: investment management, business planning, retirement planning, estate planning, risk management, and tax planning. Our expertise in a multitude of areas sets us apart from other financial advisors.
Regnum Wealth Pvt. Ltd. has been doing comprehensive financial planning since 2005 . Our Director has more than 15 years of experience, He is specializing in financial planning for high-net-worth individuals and families. All our team members are bright, motivated, well-educated individuals who are equipped to provide the best possible guidance and attention to each client.
Our focus on high-net-worth individuals and families allows us to work with fewer clients on a more personal basis. Regular communication with our clients on all aspects of their financial lives allows us to become intimately familiar with our clients’ particular needs and preferences. At Regnum Wealth Pvt. Ltd., your advisor becomes your personal chief financial office.
We use a coordinated team approach to our clients’ financial planning and management. We believe that by combining our diverse backgrounds and areas of expertise, we devise better strategies for our clients’ financial needs than if we worked with clients independently. This is the case during both the initial planning process and our entire relationship with the client.
Working with an independent broker/dealer means that we can select any investment we need to help our clients achieve their financial goals. At most “wirehouse” firms, brokers don’t have that freedom of choice.
Our comprehensive financial planning process, though straightforward in application, is based on rigorous analysis and unique tools. Using custom-built proprietary tools allows us to increase our understanding of our clients’ unique situations and analyze various options to help them pursue their financial goals. Using our own tools also provides us and our clients a much deeper level of understanding of the resulting analysis and illustrations than if we use the same “off the shelf” tools used by most financial planners.
Regnum Digital is an investing platform where users can find the best mutual funds to invest in and can invest their money without any hassles. Regnum Digital provides an objective evaluation of mutual funds and does not advise or recommend any mutual fund or portfolios. Investors shall invest at their own discretion. Regnum Digital does not guarantee any returns and the safety of capital.
Mutual Fund Companies : Aditya Birla Sun Life | Axis | Bank Of India | Baroda BNP Paribas | Canara Robeco | DSP | Edelweiss | Franklin Templeton | HDFC | HSBC | ICICI Prudential | IDBI | IDFC | IIFL | India Bulls | Invesco | ITI | JM Financial | Kotak | L&T | LIC | Mahindra Manulife | Mirae Asset | Motilal Oswal | Navi | Nippon India | PGIM | Parag Parikh | Quant | Quantum | Samco | SBI | Shriram | Sundaram | TATA | Taurus | Trust | Union | UTI | WhiteOak
Mutual Fund Sahi Hai Mutual fund investments are very popular with individual investors because of the benefits they provide. Among the many advantages, the most important factors that drive investors to mutual funds are that Investors can
Top PMS House : Aditya Birla Sun Life | ASK | Marcellus | Axis | Edelweiss | HDFC | ICICI Prudential | Invesco | ITI | Kotak | Motilal Oswal | Nippon India | Sundaram | TATA | Purnartha | WhiteOak
Top AIF House : Aditya Birla Sun Life | ASK | Marcellus | Axis | Edelweiss | HDFC | ICICI Prudential | Invesco | ITI | Kotak | Motilal Oswal | Nippon India | Sundaram | TATA | Purnartha | WhiteOak
Disclaimer :Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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