AssetPlus provides a seamless digital platform where you can explore and recommend various Fixed Deposit options to your clients. The platform allows you to track FD investments efficiently and streamline the entire process.

Absolutely. AssetPlus provides tools for in-depth analysis and comparison of various Fixed Deposit schemes, helping you make informed recommendations based on your clients' financial goals and risk preferences.

Cumulative as well as non-cumulative schemes are available for fixed deposits.

Yes, AssetPlus allows you to generate customized reports for your clients, providing a detailed overview of their FD investments, returns, and other relevant information.

AssetPlus offers training resources and webinars to help you understand market trends, FD products, and strategies for maximizing opportunities in the Fixed Deposit segment.

Only the person(s) who have been appointed as guardian(s) by the competent court should sign the application. A copy of the court order has to be submitted while investing.

AssetPlus provides a dedicated support team to assist you with any issues related to FD investments. You can reach out through the platform for prompt resolution of queries and concerns.

In a 'non-cumulative scheme' the interest is payable on a half-yearly basis. The scheme will be convenient for a pensioner or anyone who requires a periodical interest payment. In the ‘cumulative deposit scheme', the interest is payable at the time of maturity along with the principal. This scheme is suitable for people who do not require periodical interest payments and this can be thought of as a money multiplier scheme.

Absolutely. AssetPlus provides tools for in-depth analysis and comparison of various Fixed Deposit schemes, helping you make informed recommendations based on your FD clients' financial goals and risk preferences.

AssetPlus follows industry-standard security measures to safeguard client data. The platform uses encryption and other security protocols to protect sensitive information related to FD investments.

Yes. The deposit can be made in the name of a minor provided the minor is represented by his/her natural or legal guardian and the application form for the deposit is signed by the natural/legal guardian, on behalf of the minor. All communication in relation to the deposit shall be addressed to the guardian.

Yes. All existing AssetPlus Mutual Fund partners can become NPS advisors. To register, click here

Yes. There is no certification required to become an NPS retirement advisor with AssetPlus. Click here to register with us

AssetPlus prioritizes data security and employs industry-standard encryption and security measures to protect client information associated with NPS investments.

AssetPlus offers training resources and webinars to keep you informed about market trends, NPS products, and strategies for maximizing opportunities within the National Pension Scheme segment.

AssetPlus has a dedicated support team available to assist you with any issues related to NPS investments. Feel free to reach out through the platform for timely resolution of queries and concerns.

AssetPlus provides a comprehensive platform that enables you to explore, recommend, and manage NPS investments for your clients. It streamlines the NPS investment process for a smoother experience.

Yes, AssetPlus allows you to efficiently manage NPS investments for multiple clients through a user-friendly dashboard. This feature simplifies tracking and reporting for your clients' NPS portfolios.

Account opening fee - Rs. 500 (one time)(For 1st 100 New PRAN creation on AssetPlus) Each contribution - 0.30% of contribution amount (upfront payment)

Absolutely. AssetPlus offers analytical tools that allow you to compare and analyze various NPS options, assisting you in making well-informed recommendations aligned with your clients' financial objectives.

Advise prospects on the necessity of old age income security and the importance of retirement planning Guide the subscriber about the risk and return profiles of the different financial assets Facilitate on-boarding of the prospective subscriber to the National Pension System

There are no criteria to become an NPS advisor. Any individual who is willing to become a financial planning consultant can register.

Yes, AssetPlus enables you to generate customized reports that provide your clients with a detailed overview of their NPS investments, returns, and other relevant details.

AssetPlus provides training resources and webinars to keep MFDs informed about insurance market trends, products, and strategies for optimizing opportunities in the insurance segment.

Yes, AssetPlus allows you to generate customized reports for your clients, offering a detailed overview of their insurance portfolios, premiums, and other relevant details.

Absolutely. AssetPlus provides analytical tools that enable you to compare and analyze various insurance options, helping you tailor recommendations based on your clients' specific needs and preferences.

Enjoy a 100% digital experience when engaging with us. We provide support in closing deals, ensuring a seamless process. Access all the top insurance companies through our platform, offering you a wide range of options.

AssetPlus prioritizes the security of client data and employs robust encryption and security measures to safeguard sensitive information related to insurance policies.

Yes, AssetPlus offers a centralized dashboard allowing you to efficiently manage and track multiple insurance policies for different clients, enhancing the overall management of your insurance portfolio.

AssetPlus offers a dedicated support team to assist MFDs with any issues related to insurance policies. You can reach out through the platform for prompt resolution of queries and concerns.

AssetPlus simplifies the process of offering insurance solutions by providing a digital platform where MFDs can explore, recommend, and manage various insurance products for their clients.

AssetPlus has a dedicated support team available to assist MFDs with any issues related to PMS investments. Feel free to reach out through the platform for timely resolution of queries and concerns.

Absolutely. AssetPlus provides analytical tools that enable you to analyze and compare various PMS options, empowering you to make well-informed recommendations aligned with your clients' financial goals.

AssetPlus provides a user-friendly platform where MFDs can explore, recommend, and efficiently manage PMS solutions for their clients, streamlining the entire PMS investment process.

Yes, AssetPlus enables you to generate personalized reports for your clients, offering a detailed overview of their PMS portfolios, returns, and other relevant information.

Yes, AssetPlus offers a centralized dashboard that allows you to manage multiple PMS portfolios for different clients, providing a comprehensive view and enhancing overall portfolio management.

AssetPlus prioritizes data security and utilizes industry-standard encryption and security measures to protect client information associated with PMS investments.

AssetPlus provides training resources and webinars to keep MFDs informed about market trends, PMS products, and strategies for optimizing opportunities in the Portfolio Management Services segment.

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Yes, AssetPlus enables you to generate customized reports for your clients, offering a detailed overview of their mutual fund portfolios, returns, and other relevant details.

AssetPlus provides training resources and webinars to keep MFDs informed about market trends, mutual fund products, and strategies for optimizing opportunities in the mutual fund distribution segment.

Yes, AssetPlus provides a centralized dashboard that allows you to manage mutual fund investments for multiple clients, offering a convenient and streamlined approach to portfolio management.

AssetPlus has a dedicated support team available to assist MFDs with any issues related to mutual fund investments. You can reach out through the platform for prompt resolution of queries and concerns.

AssetPlus offers a comprehensive digital platform designed to empower MFDs, providing tools and resources to help you build and grow your business while efficiently managing your client base.

Absolutely. AssetPlus offers analytical tools to help you analyze and compare various mutual fund options, enabling you to make informed recommendations aligned with your clients' financial objectives.

Becoming a 1% MFD isn't just a goal; it's a game-changer. Aspire to be among the best and gain the competitive edge you need to stand out in the market. Embrace the essence of excellence, and you'll witness your career soar to new heights.

AssetPlus prioritizes data security and employs industry-standard encryption and security measures to protect client information associated with mutual fund investments.

AssetPlus is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.

AssetPlus enables you to empanel with all the 33+ AMCs in India and distribute the 2000+ mutual fund schemes. A few AMCs to name are: Axis Mutual Fund Aditya Birla Sun Life Mutual Fund Canara Robeco Mutual Fund DSP Blackrock Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund Bandhan Mutual Fund Invesco Mutual Fund Kotak Mahindra Mutual Fund Quant Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Nippon India Mutual Funds SBI Mutual Funds Sundaram Funds Tata Mutual Funds UTI Mutual Funds

The minimum SIP installment amount shall be the same as the minimum amount prescribed for SIP under monthly frequencies in the respective schemes.

Yes, we provide mutual fund distributors the ability to enhance their earning potential by cross seliing other investment and financial products. As an MFD, you can also cross sell Insurance, NPS, Corporate FDs in our platform. You can also provide Portfolio Management Services (PMS) to high networth individuals (HNIs).

Yes, we offer exclusive portfolio tracking facilities. You can now directly upload client portfolios from CAMS with just an OTP. You can also track external and internal investments of your clients directly on the dashboard. Additionally we provide detailed reports like Portfolio Report, Capital Gains Report, Investor Report, Family Report and various other reports to help you have a detailed and steady control over your business and client investments.

AssetPlus acts as the perfect partner in your distribution business by providing you end to end solutions. Right from training eligible candidates to qualify their NISM series VA certification & obtain an ARN, to providing tech support, operational assistance, business development guidance, marketing & client acquisition strategies, we help you expand your client base, increase your AUM and ultimately grow your MFD business.

AssetPlus is one of India's fastest growing digital platform for Mutual Fund Distributors. We empower MFDs in their distribution business by enabling them to sell mutual funds of all AMCs in India and also cross sell other financial products like Insurance, Corporate FDs, NPS, Loans, Bonds and Portfolio Management Services (PMS). We offer complete end to end business solutions to MFDs and help them achieve financial independence.

Right from onboarding your clients across multiple mutual funds into a single platform, you can facilitate purchase and sale of mutual funds, investment in NPS & Corporate FDs, purchase of Insurance policies, switching between mutual fund schemes under STP, convert direct investments into regular mode under your ARN, track external investments made by clients, etc.

We encourage more people to enter this promising career of Mutual Fund Distribution by offering training support to appear and qualify the NISM VA certification. Once you start your MFD business, you can partner with us to distribute the 2000+ mutual funds of all AMCs in just a single empanelment. We offer a comprehensive digital platform to conduct your business anytime anywhere through a web version and mobile application. You can onboard multiple clients across different mutual funds under your ARN. We also provide operational assistance, business development and upskilling guidance, marketing and client acquisition strategies.

Easy client onboarding Online KYC Mobile app for partners & clients Complete back-offcie solution

Interest rates and fees vary depending on the loan type, tenure, and applicant's credit profile. We offer competitive rates and transparent fee structures. Please refer to our website or contact our team for detailed information on interest rates and fees.

AssetPlus loans offer several advantages, including competitive interest rates, flexible repayment options, quick approval process, and dedicated customer support. Additionally, our secure online platform ensures a hassle-free loan management experience. Choose AssetPlus for reliable and convenient loan solutions tailored to your needs.

AssetPlus offers a wide range of loan products, including personal loans, business loans, home loans, auto loans, and more. Whatever your financial needs may be, we have a loan solution for you.

Applying for a loan with AssetPlus is simple and convenient. Just visit our website, select the desired loan type, fill out the online application form, and submit the required documents. Our team will review your application promptly and notify you of the status.

At AssetPlus, we understand the importance of quick access to funds. The approval and disbursal timelines vary depending on factors such as the type of loan, completeness of documentation, and verification process. Typically, our team strives to process loan applications efficiently to ensure timely disbursal.

The documentation requirements vary based on the type of loan. Generally, you may need to provide proof of identity, address, income, employment, and other relevant documents. Specific document lists are available on our website and during the application process.

Eligibility criteria vary depending on the type of loan you're applying for. Typically, factors such as age, income, credit score, and employment status are considered. Visit our website or contact our team for specific eligibility requirements.

It's recommended to review your insurance policies periodically, especially during major life changes such as marriage, childbirth, or career advancements, to ensure your coverage remains adequate.

Guaranteed Claim Assistance ensures a hassle-free claims experience, guiding you through the process and ensuring timely resolution for added peace of mind.

At AssetPlus, we prioritize the security and confidentiality of your personal information. Our platform employs robust encryption and security measures to safeguard your data against unauthorized access.

Purchasing insurance through AssetPlus is simple. You can download our app, explore available plans, compare options, and purchase the desired policy directly through the app.

AssetPlus stands out for its innovative features, such as Guaranteed Claim Assistance, seamless integration of insurance and investment management, and partnerships with top insurance providers, offering unparalleled convenience and reliability.

AssetPlus offers a wide range of insurance products, including health insurance, term insurance, and motor insurance, to meet diverse needs.

Yes, our insurance policies are customizable to suit your specific needs and preferences. You can choose coverage limits, add-on options, and more to tailor the policy to your requirements.

AssetPlus offers multiple support channels, including in-app chat support, email assistance, and a dedicated customer service helpline, ensuring prompt and efficient resolution of queries and concerns.

Absolutely! AssetPlus provides a comprehensive platform where you can manage both your insurance policies and investments seamlessly, all from one convenient app.

Yes, AssetPlus is available in multiple languages for the convenience of our diverse user base, ensuring accessibility and ease of use for all.