Grow with us as a
franchise, referral or
channel partner.
Join a network of verified banks, NBFCs, insurers and CAs. We provide the platform, the processes and the support, so you can focus on the clients you serve.
Choose the model that fits your business
Each model has its own scope, support level and onboarding path. Your business development team confirms the right one for you.
Franchise
A branded service point operating under our network, with full training and system access.
- Branded setup
- Staff training
- Operations manual
Referral
Introduce clients to our services and follow each referral to completion from one place.
- Lead tracking
- Status updates
- Simple onboarding
Channel
Act as an advisor or agency, serving your own clients with our verified products.
- Product catalogue
- Partner desk
- Compliance support
Enterprise
Offer our services to your employees or customers, through a custom integration.
- Custom setup
- Dedicated manager
- Reporting
From first conversation to live partnership
A clear, four-step onboarding process, with one partner manager guiding you through each stage.
Enquire
Share your background, city or sector, and the partner model you're interested in.
Review
Our team reviews your profile and confirms the right model and scope with you.
Agreement
We share the partnership terms in writing, and every clause is explained before you sign.
Onboard & launch
Training, system access and your first leads are set up with your manager.
Partners who serve clients well
- A registered business or professional practice
- Basic KYC and business documentation
- Commitment to transparent client communication
- Local presence or an established client base
Support at every stage
Training
Product, process and compliance training for your team.
Dashboard
Track every lead, application and status in one place.
Partner manager
A named contact for questions, escalations and reviews.
Marketing kit
Brand-ready materials for your local customers.
Questions about partnering
Still unsure? Speak to a partner manager.
Who can become a partner?
Registered businesses and qualified professionals, including financial advisors, agencies and CAs, can apply. Each model has its own eligibility, confirmed during review.
Do I need prior experience in financial services?
Experience helps, but it isn't required for every model. Training is provided, and your partner manager confirms what support you need.
How are partners paid?
Commercial terms are shared in writing during the agreement stage, with every clause explained before you sign. Nothing is charged without a clear agreement.
Can I partner for more than one city or sector?
Yes, depending on the model and your capacity. Your partner manager will discuss the scope with you.
Anyone with a client base can apply
You don't need a large office or a finance background to start. Individuals, small businesses, CA firms and service agencies can all join, and we'll tell you which model suits you best.
- Individuals and freelancers
- Small and local businesses
- CA and tax practitioners
- Agencies and organisations
Every service, one panel
Loans, tax filing, banking, bill payments and insurance are all available in one place. You don't need to visit separate websites or offices, and your partner dashboard shows every service you offer.
Ready to partner with us?
Share a few details and a partner manager will get in touch within the same working day.