How to make a website for a mutual fund distributor

Families who want to start a SIP, or put a lump sum somewhere other than a fixed deposit, usually want a person they can call rather than an app. They check who you are, whether you are registered and how you work before they share anything. A plain website shows that and brings them to your WhatsApp.

Updated 2026-11-09

What people look for on a mutual fund distributor website

Your name and distributor registration number (ARN), and any other registration you hold, if you have one
What you help with: starting SIPs, lump sum investments, KYC, nominations, switching and redemption paperwork
Who you usually work with: salaried families, retired people, small business owners, NRIs where allowed
How you are paid, stated plainly, for example commission from the fund house in regular plans
A plain caution that mutual funds carry market risk and past returns don't predict future returns
The papers needed to begin: PAN, Aadhaar, bank details and a cancelled cheque
Your area, languages and whether you meet clients at home

The pages your website needs

Home: Who you are, your ARN if you have one, what you help with, the area you serve and a WhatsApp button
How I help: Getting started, KYC, starting a SIP, nominations, yearly reviews and help when a client wants to redeem, all described without figures
Getting started: Papers needed, how a first meeting goes, and how you are paid
About: Your background, years as a distributor, registration details, languages and areas you visit
Contact: Office address, hours, phone, WhatsApp, a Google Maps button and the market-risk caution

Sample words for your home page

Help with SIPs and mutual fund paperwork for families in Kochi

We help you complete KYC, start SIPs, keep nominations up to date and review your investments once a year. Mutual funds carry market risk.

Thomas Investment Services is run by Joseph Thomas, a mutual fund distributor in Kadavanthra, Kochi since 2015 (ARN to be added). He meets families at home or at the office, explains things in Malayalam or English, and is paid by commission from fund houses on regular plans. Past returns don't tell you what future returns will be.

Use these as a starting point and write them in your own words: AppCub can rewrite them for you in the chat.

How to make it with AppCub, step by step

Decide the pages. Most mutual fund distributor websites need these pages: Home, How I help, Getting started, About, Contact.
Describe it to AppCub. Paste the request below, with your own name, address, prices and timings.
Check the plan. AppCub lists the pages and what goes on each. Ask for changes until it is right; seeing the plan is free.
Add your details and photos. Replace every sample with your real details, attach your own photos, and check each page on the phone and computer preview.
Publish and share. Choose your address (your-name.sites.appcub.ai), put the website live and share the link on WhatsApp.

Copy this request, change the details to match your mutual fund distributor, and paste it into AppCub:

Make a website for my mutual fund distribution work, Thomas Investment Services, near the Kadavanthra junction, Kochi. Pages: home, how I help, getting started, about and contact. I am Joseph Thomas, mutual fund distributor, ARN to be added. I help with KYC, starting SIPs, lump sums, nominations, yearly reviews and redemption paperwork. Paid by commission from fund houses on regular plans. Papers: PAN, Aadhaar, bank details, cancelled cheque. Add a market-risk caution on every page. No return figures, no fund names. WhatsApp 98XXXXXXXX. Deep blue and white colours.

Tips for a mutual fund distributor website

Show your ARN if you have one; careful investors check it before calling.
Leave out return figures, fund names and words like 'safe' or 'assured'; say what you help with and that investments carry market risk.
Follow your regulator's and industry body's rules on what distributors may advertise; keep the site to facts about you.
Say plainly how you are paid, so families know before the first meeting.
Never ask for OTPs or passwords, and say so; it reassures older clients.
Use a photo of yourself and your office instead of graphs or rupee-note images.

What it costs

Describing your website and seeing AppCub’s plan for it is free.
Making it and changing it in chat uses credits for the work done: start with the 2-day trial for ₹99 (150 credits) or the one-time App Pack for ₹499 (200 credits, no autopay). Starter is ₹1,599 a month for 700 credits.
Publishing is free for an account that has paid AppCub once, at your-name.sites.appcub.ai.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

Visitors can't invest, start a SIP, complete KYC or see their portfolio on the website; they message or call you, and transactions happen through the usual platforms. To keep your clients' SIPs and reviews in order, a distributor's app is the better fit.
The pages are written in English. You can talk to AppCub in English, Hindi or Hinglish.
A website has no forms, bookings, payments or logins: visitors reach you on WhatsApp, by phone or on Google Maps.
Every page carries a small “Made with AppCub” badge and a “Report this site” link.

Questions

Can I show past returns of funds on my website?

No. Keep return figures and fund names off the site. Say what you help with, and add a general caution that past returns don't predict future returns.

Should my ARN be on the website?

Show it if you have one, on the home and about pages. It tells visitors you are a registered distributor.

Can clients start a SIP from my website?

No. The website has no forms or payments. Clients message you, and you help them start the SIP through the usual platform.

Can I call mutual funds a safe investment on my site?

No. Mutual funds carry market risk. Describe the help you give and leave out words like safe or assured.

What should the getting started page say?

The papers to keep ready, what happens at the first meeting and how you are paid. Short lists work well.

Will families looking for a distributor near them find me?

The pages are made so Google can read them, with your area and contact details in a standard format. Where they appear is Google's decision.

Make your mutual fund distributor website

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building