Running your practice
From ARN to a ₹5 crore book: the paperwork, the rules and the maths of distribution.
6 chapters~37 minIntermediate18 check questions
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01
From NISM certificate to ARN and EUIN: the exact sequence6 min · The four steps between passing NISM V-A and being allowed to sell a mutual fund.
Start · +20 XP
Start · +20 XP
02
Onboarding a client in ten minutes: KYC link, mandate, first SIP6 min · What actually happens in the first ten minutes, and why the money never passes through you.
Start · +20 XP
Start · +20 XP
03
Suitability and proposals: matching a goal to a plan without promising returns6 min · How to turn "I want ₹10 lakh in seven years" into a plan that is honest about what is unknown.
Start · +20 XP
Start · +20 XP
04
The rules that get distributors in trouble: AMFI code, commission disclosure, EUIN, mis-selling7 min · The handful of rules behind almost every ARN suspension, and how to stay on the right side of them.
Start · +20 XP
Start · +20 XP
05
The maths of a practice: trail commission, sub-distribution shares, and what a ₹1 crore SIP book earns6 min · How trail is calculated, how the 90% share works, and what a ₹1 crore book pays you each month.
Start · +20 XP
Start · +20 XP
06
Growing the book: referrals, reviews, step-ups and keeping clients through a fall6 min · The four habits that grow AUM without buying leads, and the one week a year that decides your practice.
Start · +20 XP
Start · +20 XP