Is Network FP an investment advisory or brokerage?

No. Network FP is a professional education and membership platform for financial advisors and planners. It does not offer investment products, manage client portfolios, or act as a brokerage or distributor.

Is Network FP the same as 'Network Financial Partners' or other similarly named companies?

No. Network FP (https://www.networkfp.com) is a distinct entity focused on financial education and professional development. It is not related to 'Network Financial Partners' or any similar-sounding firms in India or abroad.

Who does Network FP serve?

Network FP serves financial professionals such as advisors, CFPs, planners, wealth managers, and finance students seeking learning, certification, and community engagement — primarily in India.

Where is Network FP headquartered?

Network FP is headquartered in Mumbai, India.

Mutual Fund Distributors
Guidebook

The Ultimate and Comprehensive Guidebook for MFDs to Build a Client-Centric, Compliant and Successful Mutual Fund Practice.

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What is MFD Guidebook

The MFD Guidebook is a step-by-step practice management manual designed exclusively for Mutual Fund Distributors. It helps you build a process - driven, compliant and growth - ready practice with clear workflows, SOPs, and templates.

Key Processes

Simplified workflows for every area of your MFD Practice - from onboarding to client servicing.

Standard Operating Procedures

Detailed step-by-step procedures to ensure consistency, compliance and quality in every client interaction.

Best Practices

Curated insights and proven methods adopted by top MFDs to help build sustainably.

Recommended Templates

Plug-and-play templates and trackers to streamline documentation and save time.

Systems Covered
in Guidebook

The MFD Guidebook is built around 10 powerful systems that form the backbone of a successful Mutual Fund Distribution practice. Each system covers end-to-end processes, SOPs and templates - helping you run your business with structure, consistency and confidence.

System 01 - MFD Practice Setup

ARN/ EUIN Registration Process
ARN/ EUIN Renewal Process
DSC Submission Process
Sub- Distributor Empanelment Process
AMC Empanelment Process
National Distributor Empanelment Process
MF Platforms Registrations Process

System 02 - Client Onboarding & Profiling

Introductory Meeting Process
Client KYC Process
Client Profiling Process
Software and Platform Onboarding
Client Onboarding Process

System 03 - MF Selection & Recommendation

MF Selection Process
MF Suitability Process
MF Recommendation Process
Investment Calculations Process
Existing MF Portfolio Review Process

System 04 - MF Transactions (Financial & Non-Financial)

MF Financial Transaction Process
MF Non-Financial Transactions Process

System 05 - Client Servicing

Client Profiling Reporting and Review Process
Customer Complaints and Feedback Management
Client Communication Process

System 06 - Team Management

Team Recruitment and Hiring Process
Team Onboarding Process
Team Training and Upskilling Process
Team Performance Review Process
Team Compliance

System 07 - Marketing Management

Lead Generation Process
Lead Nurturing Process
Lead Conversion Process
Referral Campaign Process
Investor Awareness Programs (IAPs)

System 08 - Technology Management

Tech Need Assessment Process
Tech Evaluation Process
Technology Adoption and Onboarding Process
Ongoing Tech Review Process ( Semi – Annually)

System 09 - Finance Management

Business Forecast and Revenue Planning
Monthly Income Tracking Process
Monthly Expense Tracking Process
Taxation and GST Management

System 10 - Compliance Management

AMFI DDQ and Audit Checklist

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Who Will Benefit?

The MFD Guidebook is designed for Mutual Fund Distributors ( MFDs) at every stage of business journey - whether you are just starting out, building a client base, or building an established practice.

Build (₹0–10 Cr AUM)

Mutual Fund Distributor
Registered Investment Advisor
Life Insurance Agent
Stock Broker / Sub-broker
Banker / Relationship Manager

Refine (₹10–100 Cr AUM)

Fresher seeking employment or entrepreneurship
Career switcher from other profession
Women seeking to re-start after career breaks
Nextgen of existing advisors/distributor
Team member of a financial advisor

Scale (₹100 Cr+ AUM)

Fresher seeking employment or entrepreneurship
Career switcher from other profession
Women seeking to re-start after career breaks
Nextgen of existing advisors/distributor
Team member of a financial advisor

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Mutual Fund Distributors
Guidebook