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 mutual fund distributors, a vital part of the mutual fund ecosystem. We acknowledge 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 want to be part of this journey with 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 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 strive to work with you, the distributor community, to support you and to empower you to provide superior customer delight and customer retention. 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.
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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
We hope that clarity and transparency in terms of fees helps us forge long-lasting trusting relationships with like-minded advisors.
Our fees structure is designed on 2 principles:
- Equality & Standard Fees
Trust can only be built on 2 commitments:
- Equality amongst our partners, regardless of their size.
- Transparency in our fee sharing agreements.
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.
- 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
- Self-attested copy of the ARN certificate of the Sole Proprietorship
- Letter stating the name(s) of the person(s) who will be distributing the products of mutual funds
- Self-attested copy of the ARN card of such person(s)
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Complete Empanelment Form
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Required Documents
- Self-attested copy of the ARN certificate of the Sole Proprietorship
- Letter stating the name(s) of the person(s) who will be distributing the products of mutual funds
- Self-attested copy of the ARN card of such person(s)
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Drop-off forms and documents at a CAMS service centre
Contact
For common enquiries
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
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
Any of the following entities can become a distributor of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as Distributor with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.