Requirements to Become Mutual Fund Sub Broker (2026)
To become a mutual fund sub broker you need: (1) NISM Series V-A or equivalent certification, (2) ARN from AMFI, (3) tie-up with a SEBI-registered distributor or BGA, and (4) completion of partner onboarding. There is no minimum investment if you partner with RevenUmf—0 setup cost and earn from day 1.
Requirements at a glance
| Requirement | Details |
|---|---|
| Certification | NISM Series V-A (or equivalent) |
| ARN | Mandatory from AMFI |
| Tie-up | BGA or distributor (e.g. RevenUmf) |
| Documents | ID, address proof, bank details, photo |
| Investment | Not required with 0 setup cost partners |
1. NISM certification
Clear the mutual fund distribution exam (NISM Series V-A or equivalent) as per AMFI/SEBI norms.
2. ARN
Register with AMFI after clearing the exam to get your ARN. It is mandatory for distribution.
3. Partner tie-up
Choose a BGA or platform. RevenUmf offers 0 setup cost, no franchise fee, no minimum AUM, partner portal, and app.
4. Onboarding
Complete KYC and agreement; get portal access and start onboarding clients.
Frequently Asked Questions
What are the main requirements for sub broker? NISM certification, ARN, and tie-up with a distributor. RevenUmf has 0 setup cost for partners.
Is any investment required? Not with RevenUmf—zero setup cost and earn from day 1.
Start your mutual fund distribution with 0 setup cost and earn from day 1. Get a partner portal, Android & iOS app for clients, and advisory, backoffice, CA/tax, and marketing support. Partner with RevenUmf
