Are you a CA, lawyer, doctor, or entrepreneur? Refer your clients to us and earn while they grow their wealth.
Our referral partner programme is designed for trusted professionals who want to add financial value to their existing client relationships.
Earn a fair share of the trail commission on every client you refer, for as long as they invest. Passive income that grows with your network.
You refer, we execute. Onboarding, paperwork, portfolio management, and client servicing — all handled by us professionally.
Monthly statements, clear commission disclosures, and a dedicated partner portal (in progress). You always know what you've earned.
We provide you with simple product knowledge and talking points so you feel confident referring financial products to your clients.
Fill in the form and we'll get in touch within 24 hours.
We work best with professionals who already have a trusted relationship with their clients.
You already handle your clients' taxes. We help them grow the income you protect.
Your estate planning and succession clients need financial planning. We complement your practice perfectly.
Help your colleagues and patients protect their health financially, not just medically.
Your home-buying clients need SIPs for down payments and insurance. We're the perfect add-on service.
Offer your employees financial wellness as a benefit. We provide group advisory and individual planning.
Finance content creators who want to offer their audience genuine, regulated financial advisory support.