The wealth management industry in India has been growing at a very rapid pace. A remarkable growth in the stock markets over the last couple of years has lead to a lot of interest in mutual funds amongst the retail participants. The industry AUM has been continuously increasing, which reflects not only contributions from institutions and corporate clients but also from the retail investors. With more and more investors pouring money in mutual funds, the number of mutual fund distributors has also increased drastically.

In the present competitive scenario, the stupendous growth and increased awareness has lead to a radical change in the way mutual funds are now being sold. Every Bank, worth its name has a financial distribution wing, and large distribution houses with a global footprint also coming into play, the quality of personalized service has become the basis of survival and success of the relatively smaller intermediary. The investors have become even more demanding and expect a highly personalized service in a very professional manner. As a distributor, you need to produce high quality research reports, guide the investor through a proper financial plan and service regularly by way of periodic portfolio performance and valuation reports. Over and above, you also need to manage your back office operations well to plug leakage of income and generate critical MIS.

To set up the entire operation, a distributor needs to invest substantial amount of time and resources in building the infrastructure, putting in place the right technology and skilled human resources. Needless, to add, it asks for a heavy investment which is generally out of reach for a small financial advisor.

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