Sell Your MFD Client Book
Fair valuation. Secure transfer. Trusted successor for your mutual fund AUM.
Turn Years of Client Trust into Real Value
If you are stepping away from your mutual fund distribution practice, selling your client book can be the smartest exit. Goalkeeper acquires MFD client books across India and handles valuation, AMFI transfer, and investor continuity.
Who Should Consider Selling?
- MFDs retiring or relocating to another city
- Distributors wanting liquidity from their AUM book
- ARN holders unable to service clients actively
- Partners seeking a reliable buyer with technology backbone
Transfer Timeline
What You Provide vs What We Do
| What You Provide | What Goalkeeperonline Does |
|---|---|
| Folio list & AUM summary | Confidential valuation of your book |
| SIP & trail income history | Fair offer based on recurring revenue |
| ARN & KYD compliance details | AMFI/RTA transfer paperwork |
| Investor contact details | Professional transition communication |
| Agreement to transfer | Secure onboarding and payout |
Frequently Asked Questions
Can I sell my MFD client book without notifying every investor?
Investors must be informed as per AMFI guidelines, but Goalkeeper manages the communication professionally and keeps the transition smooth.
What documents are needed to sell an MFD client book?
Typically ARN details, folio/AUM summary, SIP count, trail history, and KYC status. We guide you through every document.
How long does the MFD book transfer take?
Most transfers are completed within 30 to 60 days, depending on RTA processing, documentation, and investor confirmations.
How is the client book price calculated?
The price is based on AUM, trail revenue, client retention, SIP count, and the overall quality of the data you provide.
Is there a minimum AUM to sell a book?
There is no strict minimum. We evaluate each book on its own merits, but larger, stable books typically command better valuations.
Can I sell only part of my book?
Yes, partial sales are possible. We can structure a transfer around a specific client segment, city, or folio set if it makes sense for both sides.
What if some investors do not accept the transfer?
Investors are free to continue with their existing arrangements. The sale can be structured around clients who confirm the transfer.
Do you pay upfront or in tranches?
Payout terms are part of the sale agreement. We offer flexible structures including upfront and milestone-based tranches depending on the deal.
Are the sale discussions confidential?
Yes. All data, client details, and valuation discussions are handled under strict confidentiality until a formal agreement is signed.
Will I lose my ARN after the sale?
Your ARN remains your asset. The client book is transferred under a regulated arrangement, and you choose whether to continue or close your ARN independently.
Get a Confidential Valuation
No obligation. No investor contact until terms are agreed.
Sell Your MFD Book