A digital visiting card for mutual fund distributors, built on AMFI's 2026 rules
A distributor's card has to carry a tagline and an ARN, use the right title, and never promise a return. AMFI's January 2026 master circular puts each of those rules in one place.
Yes. AMFI's master circular says a mutual fund distributor must show the name, the ARN and the tagline 'AMFI-registered Mutual Fund Distributor' together on every website, printed card and electronic material. Do not use titles like adviser or IFA, do not promise returns, and use only the fund house's own marketing material.
Sources: Association of Mutual Funds in India
- ARN: your numberRequired
- Funds you are empanelled withShow it
- Read the SID, SAI and KIM firstShow it
- Link to commission disclosureShow it
- "Assured 12% returns"Leave off
Three lines that sit together on every card, page and signboard
Under clause 1.3.6, AMFI requires a distributor to display a tagline along with or below their name and ARN, in a clear and legible font, in all forms of communication. The circular lists websites, mobile apps, printed or electronic materials, business cards and signboards.
A placeholder, not a real distributor. Use your registered name and your own ARN, exactly as AMFI issued it.
On printed material, at least 12 point
The tagline must be at least font size 12 in all forms of printed communication. A business card counts. Plan the printed face around that line before the design, not after. If you want to know how your details will print on a Beeps card, ask us before you order.
SIF distributors use a longer tagline
A distributor registered for Specialised Investment Funds must show "AMFI Registered Mutual Fund Distributor & SIF Distributor" with the name and ARN, in all communication, physical or digital.
Clients can check your ARN
AMFI's Locate a Distributor page lets anyone search by name or ARN code. Putting the ARN on the profile makes that check a ten-second job for the client.
Is your firm name on AMFI's acceptable list?
Under SEBI's Investment Advisers Regulations, no one distributing securities may use the name Independent Financial Adviser, IFA, Wealth Adviser "or any other similar name" unless registered with SEBI as an Investment Adviser. AMFI turned that into two lists of names. Type yours below to see where it falls. The check runs in your browser and sends nothing anywhere.
AMFI says its lists are illustrative, not complete. If your name is on neither list, AMFI's circular tells you to email contact@amfiindia.com and ask before you print anything.
Names AMFI lists as acceptable (46)
After your brand name: Asset, Asset Distribution, Asset Services, Capital, Capital Distribution, Capital Services, Edge Distribution, Edge Investment, Enterprises, Fin, Finance, Financial, Financial Distribution, Financial Investment, Financial Services, Finmart, Finserve, Finserv, Finvest, Fundmart, Fundsmart, Invest, Investmart, Investment Services, Investments, Investor Services, Investor Shoppee, Ltd, LLP, MF Services, Money, Money Services, Moneymart, Mutual Fund Distribution, Mutual Fund Distributors, Mutual Fund Services, Partners, Prime Distributors, Prime Distribution, Prime Investment, Prime Investments, Prime Wealth, Securities, Securities Distribution, Services, Wealth.
Names AMFI lists as not acceptable (65)
After your brand name: Adviser, Advisor, Advisory Services, Capital Adviser, Capital Management, Consultancy Services, Consultants, Consulting, Corporate Advisory, Financial Consultancy, Financial Consultancy Services, Financial Consultant, Financial Consultants, Financial Consulting, Financial Planner, Financial Planners, Financial Planning, Financial Solutions, FinPlan, Finsol, Finsolutions, Fund Adviser, IFA, Independent Financial Adviser, Investment Consulting, Investment Adviser, Investment Consultancy, Investment Consultancy Services, Investment Consultant, Investment Consultants, Investment Manager, Investment Managers, Investment Planners, Investment Solutions, Money Manager, Multi Wealth Investments, Planner, Planners, Solution, Solutions, Wealth Adviser, Wealth Advisers, Wealth Advisor, Wealth Advisors, Wealth Advisory, Wealth Advisory Services, Wealth Care, Wealth Chanakya, Wealth Consultancy, Wealth Consultants, Wealth Consulting, Wealth Creator, Wealth Creators, Wealth Express, Wealth Investments, Wealth Mall, Wealth Management, Wealth Manager, Wealth Planner, Wealth Plus, Wealth Services, Wealth Solution, Wealth Solutions, Wealth Vision, Wealth Yantra.
The rule does not stop at the registered name. AMFI passes on SEBI's line that a distributor's name should reflect the registration held and should not create an impression of performing a role for which the entity is not registered. The headline under your name on the profile is part of that impression, so write "Mutual fund distributor" there, not "Financial planner".
Can this go on my profile? Pick a line
Each answer comes from AMFI's master circular, with the clause behind it. The table lists 20 items: 7 marked "Show it", 6 marked "Needs care" and 7 marked "Leave off".
The rule behind this answer: Code of Conduct B.4(k).
| Item | Verdict | Why | Rule |
|---|---|---|---|
| Your name, the tagline and your ARN, together | VerdictShow it | WhyThis is required. AMFI wants the name and the tagline "AMFI-registered Mutual Fund Distributor" placed together, with the ARN, in a clear font on websites, apps, printed or electronic material, business cards and signboards. | RuleClause 1.3.6 |
| Call, WhatsApp, email and office address | VerdictShow it | WhyThese are ways to reach you, not product claims, and no rule in the circular holds them back. | Rule- |
| The list of fund houses you are empanelled with | VerdictShow it | WhyYou must tell clients which fund houses you are affiliated with, and that other products exist which you do not offer. The profile is a good place to say so. | RuleCode of Conduct B.4(d) |
| A line asking clients to read the SID, SAI and KIM before investing | VerdictShow it | WhyYou must advise and urge investors to go through the scheme documents before deciding, and bring the risk factors to their attention. | RuleCode of Conduct B.4(b) |
| A link to your commission disclosure | VerdictShow it | WhyYou must disclose the commissions you receive across the competing schemes you recommend from. A link from the profile makes that easy to find. | RuleCode of Conduct B.4(c) |
| A link to AMFI’s Locate a Distributor page | VerdictShow it | WhyNot a rule, just a trust signal. AMFI lets anyone search for a distributor by name or ARN there, so a client can check you in seconds. | RuleAMFI Locate a Distributor |
| The fund house’s own factsheet or brochure, unchanged | VerdictShow it | WhyYou are expected to use the marketing material the AMCs provide. Upload it as it came, with its disclaimers, instead of retyping figures. | RuleCode of Conduct B.4(k) |
| A fund house’s name or logo | VerdictNeeds care | WhyYou need the AMC’s prior written approval before you display its name, logo or mark. Ask the AMC first and keep the reply. | RuleCode of Conduct B.4(k) |
| An SIP calculator that assumes a rate of return | VerdictNeeds care | WhyYou must not give an indicative return for a particular scheme or transaction. A generic calculator with a clearly labelled assumed rate and no scheme name is the careful way to do it. | RuleCode of Conduct B.4(g) |
| A scheme’s past returns | VerdictNeeds care | WhyPerformance disclosures must meet SEBI’s requirements, and returns can’t be shown in a way that looks like a promise. Use the fund house’s own material, with its disclaimers. | RuleCode of Conduct B.2(a) |
| A comparison of two schemes | VerdictNeeds care | WhyComparisons must be between similar, comparable schemes, and must give the complete facts, not only the flattering ones. | RuleCode of Conduct B.4(m) |
| A link to a page where clients invest | VerdictNeeds care | WhyOn such a page you must say plainly that the plan is a Regular Plan that pays you commission, and show a prominent link to your commission rates and to the scheme documents. | RuleCode of Conduct B.4(f) |
| Client names or portfolio screenshots | VerdictNeeds care | WhyYou may not publish investor information in any public forum without the investor’s prior written consent. No consent on file, no screenshot. | RuleCode of Conduct B.2(f) |
| Titles like adviser, financial planner, wealth manager or IFA | VerdictLeave off | WhyOnly a SEBI-registered Investment Adviser may use these. Your name and your role line should show that you act as a mutual fund distributor. | RuleClauses 1.3.1 and 1.3.5 |
| Assured, indicative or expected returns for a scheme | VerdictLeave off | WhyA distributor must abstain from indicating or assuring returns for any particular scheme or transaction, and must explain that mutual fund investments are not guaranteed. | RuleCode of Conduct B.4(g) and (h) |
| Your own designed scheme posters or graphics | VerdictLeave off | WhyYou shall not design your own marketing materials for any scheme. Use what the AMC provides. | RuleCode of Conduct B.4(k) |
| A gift, cashback or rebate for starting an SIP | VerdictLeave off | WhyDistributors must not rebate commission or attract investors with gifts, gift vouchers or similar inducements. | RuleCode of Conduct B.1(d) |
| Direct plans, or "zero commission" investing | VerdictLeave off | WhyA distributor cannot deal in Direct Plans, and a Regular Plan pays commission. A zero-commission claim would mislead. | RuleCode of Conduct B.4(f) |
| Criticism of another distributor, a fund house or a scheme | VerdictLeave off | WhyDistributors must not make false or defamatory statements about an AMC, AMFI, a scheme or another distributor in any forum, social media included. Keep to facts. | RuleCode of Conduct B.6(b) |
| Words like "safe", "best fund" or "no risk" | VerdictLeave off | WhyYou must not make exaggerated statements or hide the risk factors of a scheme. Market-linked products carry risk, and the page should say so. | RuleCode of Conduct B.4(b) |
Most of the profile should be the fund house's words, not yours
The code of conduct says you shall use marketing material as is provided by the AMCs and not design your own for any scheme. For a profile, that changes what you write yourself and what you link to.
- Who you are and how to reach you.
- What you do, in plain words: "I help people start and keep SIPs."
- The name, the tagline and the ARN.
- Which fund houses you work with, and that other products exist.
- A reminder to read the scheme documents, and that returns are not guaranteed.
- Factsheets, KIMs and brochures from the fund house.
- Scheme performance and portfolio figures.
- Any fund house name or logo, once the AMC has approved it in writing.
- Your commission disclosure and the scheme documents.
This page explains AMFI's published circular. It is not legal or compliance advice. Your AMC and AMFI decide how the rules apply to you.
The parts of the profile that follow up for you
Tap the card or scan the QR code printed on it and the profile opens in the browser, with no app. You can then hand a new client something useful while you are still in the room. If you are weighing a card against a QR code alone, the NFC versus QR guide compares them.
PDF catalogue or brochure
Upload the fund house’s own factsheet or KIM exactly as you were given it. The profile holds the file, and clients open it without an app.
One-tap save to contacts
A visitor saves your name, company, phone, email and social links in one tap. Everyone who does it is recorded for you, with name, email and phone, in a list you can export as PDF or Excel.
Appointment booking
Let a client book a call. Bookings show as a list or a calendar, and marking one complete emails the client.
Enquiry form and lead capture
Questions arrive in Dashboard → Inquiries with the sender’s name, email, phone and message, so you can reply from your own number.
Sending the profile to a client on WhatsApp? Make the link with the free WhatsApp link generator. Whatever you send, keep the tagline and ARN on the first screen of the profile, so they show wherever the link is opened.
What a distributor pays
Everything on this page fits on Basic, including the brochure upload, the enquiry form and appointment booking.
Questions from mutual fund distributors
Can a mutual fund distributor use a digital visiting card?
Yes. AMFI does not ban it, and its master circular names websites, mobile apps, electronic material and business cards as places where the same rules apply. So a digital profile has to carry your name, the tagline "AMFI-registered Mutual Fund Distributor" and your ARN together, and it has to follow the code of conduct like any other material.
Sources: Association of Mutual Funds in India
What must the profile and the printed card show?
Your registered name, the tagline "AMFI-registered Mutual Fund Distributor" and your ARN, placed together in a clear, legible font. On printed material the tagline must be at least font size 12. A distributor who is also registered for Specialised Investment Funds uses the tagline "AMFI Registered Mutual Fund Distributor & SIF Distributor" with the ARN.
Sources: Association of Mutual Funds in India
Can I call myself a financial adviser, wealth manager or IFA?
Not unless you are registered with SEBI as an Investment Adviser. AMFI quotes SEBI’s Investment Advisers Regulations, 2013, regulation 3(3), and says a distributor’s name and role should not create an impression of a role the distributor is not registered for. Titles such as adviser, financial planner, consultant, wealth manager and IFA are on its list of names that are not acceptable.
Sources: Association of Mutual Funds in India
Can I show returns, or a calculator that projects them?
Do not indicate or assure returns for a particular scheme or transaction, and do not give an indicative portfolio or yield. Past performance must follow SEBI’s disclosure rules, so use the fund house’s own material. A general SIP calculator is a grey area: keep it generic, label the rate as an assumption, and never tie it to a named scheme.
Sources: Association of Mutual Funds in India
Can I use a fund house’s logo or make my own scheme poster?
You may not design your own marketing material for a scheme, and you may not show an AMC’s name, logo or mark without that AMC’s prior written approval. Use the material the fund house gives you, unchanged.
Sources: Association of Mutual Funds in India
Can I offer a gift or cashback for starting an SIP?
No. The code of conduct says a distributor must not rebate or pass back commission and must refrain from attracting investors through inducements such as rebates, gifts or gift vouchers.
Sources: Association of Mutual Funds in India
Do I have to show my commission?
You have to disclose to investors all commissions you receive or may receive on the competing schemes you are recommending from. If you run a digital page where clients invest, it must say that the plan is a Regular Plan that pays you commission, and it must carry a prominent link to your commission rates and to the scheme documents.
Sources: Association of Mutual Funds in India
Which AMFI document is current?
The AMFI Master Circular for Mutual Fund Distributors of 14 January 2026. It collects every AMFI circular on distributors up to 31 December 2025 and rescinds them, including the 2020 guidance on names and the 2022 revised code of conduct. A guide that cites those older circulars is out of date.
Sources: Association of Mutual Funds in India
Do my clients need an app to open the card?
No. A tap on the NFC card or a scan of the QR code opens the profile in the phone’s browser, and the client can save your contact in one tap.
Also for licensed professions: insurance agents and IRDAI’s 2024 rules, chartered accountants and ICAI’s guidelines and advocates and Bar Council Rule 36. See every profession on the industries page, or read how the digital visiting card itself works.
Sources
Every rule here is quoted or closely paraphrased from AMFI's own master circular, which was read in full on the date shown. Clause numbers are the circular's own.
- Association of Mutual Funds in India, AMFI Master Circular for Mutual Fund Distributors (AMFI/MFD-CIR/32/2025-26, 14 January 2026). Checked .
- Association of Mutual Funds in India, Locate a Mutual Fund Distributor. Checked .
Put your ARN and tagline in front of every client, every time.
One tap shares your details, and the same three lines stay at the top of the profile whenever you update it.