Distributor Hub
- Message from CEO
- Office Tour
- Conference Calls
- Request a meeting
- Webinars & Events
- Fee Structure
- Empanelment
- Contact
- Fund Kits
- FAQs
We want to take this opportunity to thank our distributors, a vital part of the mutual fund ecosystem. We acknowledge and appreciate the instrumental role you have played in the exponential growth of mutual fund assets in India, and while the country stands at the cusp of further growth, we aim to be part of this journey and seek your support.
The mission of Unifi AMC is to create savings instruments that India’s working professionals can confidently rely on to peacefully and successfully invest for their retirement.
The UNIFI group over the past 20 years, through bottom-up research and a relentless approach to finding growth companies at a reasonable valuation, have delivered superior portfolio returns. We start this Mutual Fund venture with the same approach and philosophy. Building a sustainable relationship with our clients is a top priority, which we want to achieve through simple yet effective and timely communication. We will closely work with you, empowering you to achieve the highest standards of investor satisfaction and retention in the mutual fund industry. We believe that our efforts through our dedicated distributor hub, where we promote open communication, a feedback loop and regular updates will help us work together to achieve these goals.
George Alexander
Chief Executive Officer
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Conference Calls
Unifi organises 2 conference calls a year with distributors to discuss each fund's performance, holdings and strategy.
H1 Financial Year 2025
Upcoming Conference Call
Agenda
- Welcome and Introductions - 5 minutes
- Market Overview and Fund Performance - 20 minutes
- Investment Strategy and Outlook - 20 minutes
- Q&A Session and Closing Remarks - 15 minutes
Please submit your questions you would like to be addressed in the call
Unifi organises 2 conference calls a year with distributors to discuss each fund's performance, holdings and strategy.
H1 Financial Year 2025
Upcoming Conference Call
Agenda
- Welcome and Introductions - 5 minutes
- Market Overview and Fund Performance - 20 minutes
- Investment Strategy and Outlook - 20 minutes
- Q&A Session and Closing Remarks - 15 minutes
Please submit your questions you would like to be addressed in the call
Unifi organises 2 conference calls a year with distributors to discuss each fund's performance, holdings and strategy.
H1 Financial Year 2025
Upcoming Conference Call
Agenda
- Welcome and Introductions - 5 minutes
- Market Overview and Fund Performance - 20 minutes
- Investment Strategy and Outlook - 20 minutes
- Q&A Session and Closing Remarks - 15 minutes
Please submit your questions you would like to be addressed in the call
Past Conference Calls
Please fill out the form below to arrange a meeting with one of our representatives either online or at our office.
Webinars & Events
Understanding Unifi Balanced Advantage Fund: Investment Strategy and Risks
Unifi Balanced Advantage: How Does it Work?
Maximizing Returns with Unifi Flexi Cap Fund
Past Webinars
Unifi Wealth Summit
Chennai Invests
A strong partnership between advisor and AMC-the two legs of investing- is crucial for the client to achieve investment success.
We believe clarity and transparency in terms of fees helps us forge long-lasting relationships with like-minded advisors.
We believe there are 2 pillars that a trusting relationship is built upon:
- Equality & Fairness amongst partners
We achieve this by maintaining a standard fee-sharing arrangement with all our partners. This ensures that every partner, from the smallest to the largest, has a fair and equal arrangement with Unifi.
- Equality amongst our partners, regardless of their size.
- Transparency in our fee sharing agreements.
- A 50-50 Partnership
We recognises the integral part the wealth advisor must play in the client’s investment journey.
We accomplish this by having standardised fees which gives every partner, from the smallest to the largest, confidence that they are being treated with equality from day one. The clarity that every Unifi partner has a fair deal, and that no other partner has a better deal, creates the foundation of trust upon which we can build a long-term partnership in serving the client.
Empanelment
Required Documents
- Join us as we work together to build lasting relationships and deliver exceptional investor satisfaction.
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Complete Empanelment Form
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Required Documents
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Drop-off forms and documents at a CAMS service centre
Contact
For all matters regarding fund operations such as issues faced while opening accounts, KYC, etc,.
Contact Unifi’s CAMS representatives
CAMS SupportConnect with us
For all matters regarding asset management such as requesting a meeting to understand our funds, fill out the form below:
We read every message we receive. Thank you for taking the time.
For all matters regarding fund operations such as issues faced while opening accounts, KYC, etc,.
Contact Unifi’s CAMS representatives
CAMS SupportConnect with us
Escalate your issues to the CEO
Please fill out the form below
Fund Kit
FAQ’s
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Who can be a Mutual Fund distributor?
Any of the following entities can become a distributor of Unifi Mutual Fund products by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) after passing the NISM V-A exam. Once the ARN is obtained, the person/entity can get empanelled as a Distributor with us:
- Individuals
- Sole proprietorships
- Partnership firms, LLPs
- Companies
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How can I become a Mutual Fund Distributor?
Steps to Become a Mutual Fund Distributor
Step 1: Pass the NISM-Series V-A: Mutual Fund Distributors certification examination. It is mandatory to qualify for the NISM-Series V-A Mutual Fund distributor certification examination to become a mutual fund distributor. The National Institute of Securities Market conducts the examination to ensure fundamental knowledge about mutual funds. The certification is valid for three years from the date of clearing the exam.
Step 2: Complete the KYD (Know Your Distributor) process. Individuals must submit their registration applications with AMFI along with the KYD application and requisite documents. The KYD application can be submitted at any CAMS POS, a list of which is available at https://www.amfiindia.com/ or www.camsonline.com. Distributors are required to produce original documents for in-person verification at the time of submission, along with self-attested photocopies.
Step 3: Obtain the AMFI Registration Number (ARN). After clearing the NISM exam, apply for the AMFI Registration Number (ARN), which serves as a unique identifier for mutual fund distributors. Along with the ARN, candidates will also receive an Employee Unique Identity Number (EUIN). The process of obtaining an ARN is fully online and can be accessed at CAMS AMFI Portal. A photo identity card bearing the unique ARN, address, name, photo, and validity period will be issued to individual applicants.
Step 4: Empanel with Unifi Mutual Fund. After obtaining the AMFI Registration Number (ARN), you need to get empanelled with us to start your business.
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How can I empanel with Unifi Mutual Fund as a distributor?
Distributors can empanel with us through Online or Offline mode.
Online Mode:
- Visit the Unifi Mutual Fund Distributor Hub and in Empanelment accordion, click on “Empanel with us.”
- Enter your ARN code, PAN, Email, and contact details as registered with AMFI.
- Proceed & enter OTP for verification.
- Post OTP verification, enter your details and submit for review.
Offline Mode:
- Visit the Unifi Mutual Fund Distributor Hub and in Empanelment accordion, download the Empanelment form.
- Fill in the required details and submit the form at any CAMS service centre with supporting documents.
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How long does the offline empanelment process take?
After submitting the Offline Empanelment application, it takes approximately 2 to 3 working days for a distributor to get empanelled with Unifi Mutual Fund.
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Who is eligible for commission?
Only empanelled distributors who adhere to the terms and conditions set by Unifi Mutual Fund, AMFI, and SEBI are eligible to receive commissions.
| Sl.No. | Documents | Individual/ IFA | Corporate | Trusts | Societies | Partnership Firms/LLP | HUF |
|---|---|---|---|---|---|---|---|
| 1 | Copy of AMFI Letter / ARN Card, PAN Card, KYD, Cancelled Cheque |  |
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| 2 | Authorized Signatory List | |
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| 3 | Board Resolution | |
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| 4 | MOA/AOA | |
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| 5 | Trust deed | |
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| 6 | Partnership Deed / Deed of declaration/Limited'liablity partnership | |
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| 7 | By Laws | |
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| 8 | HUF deed,deed of declaration | |
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| 9 | Certificate of incorporation | |
(If entity registered firm) |
(If entity registered firm) |
1. Self-attested copy of above-mentioned documents
2. Board Resolution with empanelment clause
3. Authorized Signatory List (along with Mode of Operation)
