{"id":1732,"date":"2024-04-24T11:36:17","date_gmt":"2024-04-24T11:36:17","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1732"},"modified":"2026-03-02T19:23:40","modified_gmt":"2026-03-02T19:23:40","slug":"what-are-the-prerequisites-for-an-online-mutual-fund-aggregator-company","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/24\/what-are-the-prerequisites-for-an-online-mutual-fund-aggregator-company\/","title":{"rendered":"What are the prerequisites for an online mutual fund aggregator company?"},"content":{"rendered":"\n<p>To distribute regular plan mutual funds, you need to be empanelled with the Association of Mutual Funds of India. Before that you need to clear the NISM Exam V-A. The exam is quite easy, (perhaps deliberately so) and allows almost anyone to clear it.<\/p>\n\n\n\n<p>You register with SEBI as a SEBI Registered Investment Adviser (RIA). This enables you to help people with unbiased investment advice, or to help them by direct plan mutual funds. You need to clear two very tough exams by NISM, the X-A and X-B.<\/p>\n\n\n\n<p>You will need to empanel yourself with various AMCs to start distributing mutual funds.<\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Mutual Fund Working Hard Enough?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you&#8217;re in the right scheme for your risk profile and investment horizon.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/better-funds-checker\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Compare Funds \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>To distribute regular plan mutual funds, you need to be empanelled with the Association of Mutual Funds of India. Before that you need to clear the NISM Exam V-A. The exam is quite easy, (perhaps deliberately so) and allows almost anyone to clear it. You register with SEBI as a SEBI Registered Investment Adviser (RIA).&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/24\/what-are-the-prerequisites-for-an-online-mutual-fund-aggregator-company\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">What are the prerequisites for an online mutual fund aggregator company?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[210,38],"tags":[],"class_list":["post-1732","post","type-post","status-publish","format-standard","hentry","category-mf-aggregator-company","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1732"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1732\/revisions"}],"predecessor-version":[{"id":3364,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1732\/revisions\/3364"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}