Chartered Accountant Collaboration Mutual Fund Investments

2 days ago


bangalore, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time

About RevenUmf.comRevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner.About the Role We are looking to collaborate with Chartered Accountants and CA firms who are interested in helping their clients invest intelligently and grow wealth through mutual funds. As a CA, you already have your clients’ financial trust — and we provide the technology and advisory support to help them invest seamlessly.What You’ll Do:Introduce your clients to RevenUmf.com for their investment and SIP needs.Educate clients on the benefits of goal-based mutual fund investing.Coordinate with our advisory team for onboarding and execution (we handle everything end-to-end).What You’ll Get:Attractive incentive-based earnings for each successful client investment.No operational workload — our team manages advisory, KYC, and execution.Access to our dedicated support team and regular product updates.Who We’re Looking For:Practising Chartered Accountants or CA firms with an active client base.Professionals open to offering mutual fund investment access alongside their financial services.Ethical, client-first professionals who value transparency and compliance.If you’re a CA who wants to expand your client offering and earn through a compliant, technology-led investment platform we’d love to connect.



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