Digital Marketing for Mutual Fund Distributors (2024)

FAQs

How to do marketing of mutual funds? ›

A direct-to-consumer approach involves directly marketing mutual funds to potential investors through channels like TV ads, social media, and email marketing. This approach can be effective for reaching younger audiences who are more likely to use digital channels and prefer a self-directed investment approach.

Yes, Nivesh is the best mutual fund distributor platform to manage your business. By joining the platform, you can provide an enhanced experience to your customers.

One such guiding framework is the 4 Ps—People, Philosophy, Process, and Predictability serving as a comprehensive guide in this regard. Let's delve into each of these aspects to help your investors make informed decisions: People: The individuals behind a fund house play a pivotal role in shaping its performance.

Calculate and show your clients how mutual funds allow them to invest in the same assets as Warren Buffet without having a net worth. Explain to your customers how open-ended funds work. Open-end funds allow your clients to liquidate their holdings at any time, giving them easy access to those dollars when needed.

Approach your new distributor and request a switch. Fill out the switch request form, providing details such as the fund name, folio number, and the amount to be switched. Ensure accuracy to avoid any processing delays. Investors may request through an online platform to change mutual fund distributors.

What is the difference between MF distributor and direct? ›

Direct Plan has lower expense ratio than the Regular Plan, as there is no distributor/agent involved, and hence there is saving in terms of distribution cost/commissions paid out to the distributor/agent, which is added back to the returns of the scheme.

interviews, public speaking, presentations in seminars and workshops, whichever the forum is used by the mutual funds concerned, so long as such fora are used to market their schemes or convey the performance of their schemes.

Selling mutual fund shares

Mutual fund shares are sold the same way that they're bought: either through the fund company directly or through your broker. You'll receive the next available net asset value as your price for each share sold. You'll also have to pay any applicable fees or charges.

Members generally must file their retail communications concerning mutual funds with the FINRA Advertising Regulation Department within 10 business days of first use, unless a filing exception applies.

For new fund managers, fund marketing typically takes place in stages. After the fund is registered, a logo and brand identity should be created to set the foundation for all future marketing assets. Then, a pitchbook should be created to tell the fund's story and build trust with potential investors.