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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Past Conference Calls
[audio_players]Please fill out the form below to arrange a meeting with one of our representatives either online or at our office.
Webinars & Events
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
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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
[umf_faqs]| Sl.No. | Documents | Individual/ IFA | Corporate | Trusts | Societies | Partnership Firms/LLP | HUF |
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| 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)