RupeeVest.com is an online medium for financial advisors, distributors and brokers like you to connect with clients across geographical barriers, grow business , access cutting-edge technology and receive financial rewards like never before.
Yes, you heard it right! We payout the full commission received for Mutual Funds business. For other products, we pay out 80% of the brokerage.
Enjoy the double benefits of full commission payout (for MFs) and higher commission bracket which we enjoy as a national distributor.
RupeeVest platform is completely free to use. Zero setup fees. Zero annual charges.
There is no differential pricing, and all the partners whether big or small, has the same payout. Rather, full payout in case of Mutual Funds business.
|Traditional Distributor||RupeeVest Partner|
|Lower earnings due to brokerage sharing or lower brokerage slab||Maximum earnings due to full mutual funds brokerage payout & higher brokerage slabs|
|Higher subscription or other costs for various value added services||No fees or charges for any services. Zero setup fees. Zero annual charges.|
|Limited product availability||Wide range of product choice|
|Biased for select products from distribution / advisory basket||Unbiased, research backed approach in various asset classes|
|Heavy dependence on physical interaction||User friendly online platform with very less dependence on physical interaction|
|Difficulties in obtaining reports and analytics||All reports and data analytics instantly available through the desktop and mobile|
|Faces challenges of customer retention and satisfaction||World class web & mobile based platform ensures customer satisfaction and retention|
Simply fill in the online application form and upload the required documents and agreement.
Once the partner profile is approved, you can register new investors from your dashboard. Alternatively, your clients can give your Partner Referral Code while registering themselves.
You can start investing for your clients or the clients can start investing themselves through the client login. All OTP / verification alerts will go to the clients registered mobile and email address.
Brokerage amount (as applicable) generated by your clients will be credited to your registered bank account every quarter.
“It is rare to find a business partner who is selfless. If you are lucky it happens once in a lifetime.” - Michael Eisner
RupeeVest.com is an ideal platform for any-one to start mutual funds distribution business. All persons involved in selling of mutual fund schemes are required to obtain AMFI Registration Number (ARN) (more details here https://www.amfiindia.com/distributor-corner/become-mutual-fund-distributor).
Yes, we will always pass back the full brokerage generated by your clients in mutual funds business. However, you will be entitled to 80% of the brokerage generated in other businesses like FDs, PMS, Bonds, etc.
RupeeVest partner dashboard will show you all the brokerage generated by your clients on a monthly basis. However, the brokerage payouts would be done quarterly. For e.g. You will receive your entitled brokerage from January to March by the end of April.
GST compliance is not mandatory. If you are GST compliant, then we will pay out the full brokerage amount, as applicable. However, if you are not GST compliant, then applicable GST amount will be deducted from your brokerage amount at the time of pay out.
At RupeeVest, you will share a Principal to Principal relationship. You will not be an employee, or agent on behalf of RupeeVest. You will function as an independent distributor and will have the ownership of your clients. You would function as a sub-broker and engage in promoting and distributing financial and other products through RupeeVest to your clientele.
Your relation with RupeeVest is continuous and non ending. Relationship can be terminated by you at any point of time. However, it is very rare that you may need to end your relationship. RupeeVest can terminate relationship based on any breach of agreement guidelines or for any other valid / legal reasons.