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BUSINESS PARTNERSHIP

Build Your Own Financial Services Business With Us

Become a Business Partner of a Leading Corporate Mutual Fund Distributor

Whether you are a Financial Advisor, Insurance Advisor, Chartered Accountant, Tax Consultant, Entrepreneur, Business Owner, or someone looking to build a career in wealth management, we offer a partnership model designed to help you grow.

Become a Partner
Talk to Our Team
OUR PARTNERSHIP MODELS
40–60%
Referral Partner
70–80%
Sub Broker
70–90%
Franchise Partner
BUILT FOR PARTNERS

Build a business. Grow with confidence.

With our robust technology, expert support, and comprehensive investment solutions, you can build a sustainable business while creating long-term wealth for your clients.

WHY PARTNER WITH US?

Everything you need to build and grow.

We believe in empowering our partners with the right products, technology, training, and support to build a successful financial services business.

01

Attractive Revenue Sharing

Build recurring income through a partnership model designed around your business.
02

Complete Business Setup

Get support across setup, operations, processes, and day-to-day requirements.
03

Dedicated Relationship Manager

Have a dedicated point of contact to support your business and client requirements.
04

Training & Certification

Access training and certification guidance to strengthen your practice.
05

Digital Client Onboarding

Make onboarding easier with technology-enabled processes and digital workflows.
06

Marketing & Branding

Receive marketing support to establish your presence and grow your client base.
07

Sales & Business Development

Get practical assistance to identify opportunities and develop your business.
08

Technology Platform

Access a technology-enabled investment platform built to simplify operations.
09

Compliance & Back Office

Focus on your clients while our support systems assist with operational requirements.
10

Long-Term Growth Partnership

Build your business with ongoing support rather than a short-term partnership.
PARTNERSHIP OPPORTUNITIES

Choose the model that fits you.

Start where you are and build towards the kind of financial services business you want to create.

01

Referral Partner

Earn Without Managing Clients
Refer investors to our experienced team while we handle advisory, onboarding, documentation, compliance, and servicing.
REVENUE SHARING
40–60%

Ideal For

  • Chartered Accountants
  • Tax Consultants
  • Insurance Advisors
  • Loan Consultants
  • Real Estate Consultants
  • Working Professionals
  • Business Owners
  • Influencers
Become a Referral Partner
→
02 · MOST POPULAR

Sub Broker

Build Your Own Wealth Management Practice

Operate under our corporate platform while managing your own client relationships and earning recurring income.

REVENUE SHARING
70–80%

Benefits

  • Client Ownership
  • Business Development Support
  • Marketing Assistance
  • Technology Platform
  • Portfolio Support
  • Dedicated Back Office
  • Training & Compliance Guidance
Become a Sub Broker
→
03

Franchise Partner

Own a Complete Wealth Management Business
Launch and scale your own financial services office with our business model, operational support, and technology ecosystem.
REVENUE SHARING
70–90%

Franchise Advantages

  • Premium Business Branding
  • Complete Business Setup Assistance
  • Team Training
  • CRM & Technology Platform
  • Lead Generation Guidance
  • Dedicated Operations Team
  • Marketing Support
  • Continuous Business Growth Assistance
Apply for Franchise
→
INVESTMENT SOLUTIONS

One platform. Multiple solutions.

Our partners can offer clients a comprehensive range of financial products under one roof.

01
Mutual Funds
02
SIP Investments
03
ELSS Tax Saving Funds
04
Retirement Planning
05
Child Education Planning
06
Goal-Based Investing
07
Digital Gold & Silver
08
Demat & Trading Accounts
09
Life Insurance
10
Health Insurance
THE CLIENT EXPERIENCE

Why clients choose us.

01

Professional Investment Guidance

02

Ethical & Transparent Practices

03

Long-Term Wealth Creation

04

Personalised Financial Solutions

05

Reliable Customer Service

06

Technology-Driven Investment Experience

WHO CAN JOIN?

Your experience. Your network. Your next business.

We welcome professionals from different backgrounds who want to build or expand their presence in financial services.

No matter where you are in your journey, we provide the support and resources to help you build a successful business.
Financial Advisors
Mutual Fund Distributors
Insurance Advisors
Chartered Accountants
Company Secretaries
Tax Consultants
Loan Consultants
Stock Market Professionals
Business Owners
Entrepreneurs
Fresh Graduates
Finance Professionals
YOUR SUCCESS IS OUR MISSION
More than a platform. A long-term business partner.
When you partner with us, you gain more than a platform. You gain a long-term business partner committed to your growth.
Together, we help individuals and families achieve their financial goals while creating a scalable, rewarding business for our partners.
READY TO GROW WITH US?

Build your financial services business with us.

Become a Referral Partner, Sub Broker, or Franchise Partner today.

Call 0755-4220035
+91-8962626173
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