View Full Version : I want to become Investment Advisor
sachinrs
07-01-2013, 11:17 AM
Hi,
I want to become investment advisor. I have few queries. They are:
1. Can I have more than one license to sell insurance?
2. How I can become become mutual fund distributor?
3. How I can get license from mutual funds organisation to sell thier mutul funds. Can I sell more than one organisation mutual funds?
Matrix
09-01-2013, 01:38 AM
Hi,
I want to become investment advisor. I have few queries. They are:
1. Can I have more than one license to sell insurance?
Yes, you can take three license. One life insurer, one general insurer and one health insurer (http://www.policywala.com/forum/showthread.php/2021-Can-agent-have-third-health-insurance-agency-licence).
2. How I can become become mutual fund distributor?
Check this thread (http://www.policywala.com/forum/showthread.php/1786-FAQs-on-NISM-Mutual-Fund-Certification-Exam).
3. How I can get license from mutual funds organisation to sell their mutual funds. Can I sell more than one organisation mutual funds?
Yes, you can sell all the mutual fund with above license.
hr helfen
14-02-2013, 04:05 PM
Yes you can get three insurance license in three category in one insurance company. And if you have license then you have no need to fear to sell mutual fund.
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