Your clients may be saving for a child’s education, planning for retirement or making their first investment. As a mutual fund distributor, you help them understand their choices and support them through the investment process. Partner with Bajaj AMC for access to mutual fund schemes, digital tools and business support as you build these relationships.
A mutual fund distributor (MFD) helps people understand mutual funds and invest in schemes suited to their needs. The role involves explaining choices, helping with paperwork and staying available when investors need support.
Help investors understand how schemes work, including their risks and costs.
Help investors select schemes based on their goals, investment timeframe and comfort with risk.
Guide investors through KYC, documentation and transaction requests.
Help investors access portfolio updates, resolve queries and keep their details up to date.
From certification to empanelment, here are the four steps to get started:
Pass the NISM Series V-A: Mutual Fund Distributors Certification Examination.
Complete Know Your Distributor (KYD) verification and apply for your AMFI Registration Number (ARN).
Once you have your ARN, complete empanelment with an asset management company such as Bajaj AMC.
After empanelment is approved, you can distribute that AMC’s schemes and help investors choose funds suited to their needs.
Keep these documents ready before you apply:
| Document | Why it’s Required |
|---|---|
| Valid ARN card | Confirms your AMFI registration |
| Valid NISM certificate | Confirms your distributor certification |
| PAN card copy | Verifies your identity and tax details |
| KYD acknowledgement | Confirms completion of Know Your Distributor verification |
| Bank details and cancelled cheque | Verifies the account for commission payments |
| Recent passport-size photograph | Required for individual applicants using the published form |
| Completed empanelment form and declarations | Records your application and acceptance of the empanelment terms |
From getting started to supporting your clients, here’s what you can access as a Bajaj AMC distributor:
Complete your empanelment online in a few steps.
Build your distribution business with the Bajaj AMC brand.
Use the Partner Centre to manage transactions, track brokerage, assist with KYC and view investor portfolios.
Create links connected to your ARN to share with investors and track their transactions.
Access co-branded materials featuring your details alongside Bajaj AMC’s branding, ready to share with clients.
Introduce clients to INQUBE, our investment philosophy combining information, quantitative analysis and behavioural insights.
Partner with an AMC that is part of the Bajaj Finserv financial services group.
Build a working relationship with Bajaj AMC, with an emphasis on transparency and long-term support.
Follow these steps to submit your application online:
Visit the onboarding portal to begin.
Enter your PAN registered with AMFI and verify your identity using an OTP.
Review your personal, bank and distributor details. Update them where needed.
Upload supporting documents, if requested.
Check that everything is correct, then submit your application for review.
Join over 10,000 active distributors across India who trust Bajaj AMC. Apply online with no empanelment fees.
Access your dashboard and reports
Answers to common questions about finding a distributor and partnering with Bajaj AMC.
Select your state, city and locality in the locator on this page to find nearby listings. Check the listing name to distinguish distributor offices from AMC branches and service centres. You can then view the address, available contact details and directions.
