Mutual Fund Advisor A Mutual Fund Advisor is essentially a person who provides advisory and/or distribution services in mutual funds. Normally he is a person who sells schemes of multiple fund houses. His client profile is generally retail in nature with investments mostly into equity-oriented schemes. Ideal For: A person who is interested in the field of Investment Advisory and management of wealth for clients A person who realises the importance and responsibility of managing investments of clients Career Development and Growth scope: The mutual fund industry has a huge potential in a country like India. This is just the right time to enter into markets and to create your market. Raising income levels, lack of other attractive investment options, growing aggressiveness and acceptability of new products is transforming the savings habits of the people. If you feel you can offer quality services and reach out to this large section of customers, you would do well. Over time you can increase your man-power, resources, offices, etc and cater to a large network of clients, who would now range from retail to companies, co-operative societies, firms, trusts, HNIs, NRIs, etc. You may even add new products and solutions in your offering over time. Why should you be a Mutual Fund Advisor? Love investment/financial advisory role Offer quality services and create wealth for my clients Great opportunity for growth, service and respect What should you do Now? The first step in becoming a Mutual Fund Advisor is Certification from AMFI (Association of Mutual Funds of India) – an industry body for mutual funds. You need to appear and pass the AMFI Mutual Funds Advisory Module Exam. The second step is to get a Code called as ARN – AMFI Registration Number, after passing the exam. After getting the ARN, you can start with your advisory and distribution business. NJ Fundz Network can help you to become a Mutual Fund Advisor. We provide the requisite training and eductional material for successfully appearing for the exams. This training, given by professional/experts working in the industry, would also be of use when you start your business. We can also help you to register and appear for the exams.