Partner With Us

Reimagining what advisors, technology and scale can do together. Manage your clients from a 360 degree standpoint, and in the process build your brand.

A Platform that empowers your practice and makes you the one stop solution for all your clients’ needs. Let us unitedly create a unique experience for your clients.

Let’s Grow Together

Mr
  • Mr
  • Mrs
  • Miss
Do you have an ARN?
  • Ambernath
  • Badlapur
  • Chembur
  • Dadar
  • Maharashtra
  • Rajasthan
  • Gujrat
  • Himachal Pradesh
  • India
  • Sri Lanka
  • Bhutan
  • Nepal
Registered under GST ?
Already registered? Resume Application

Please keep the following documents handy for a quicker process

  • PAN Card
  • Cancelled Cheque
  • Address Proof
  • ARN Card if applicable
  • GST registration proof if applicable

360 Degree Integration

Our job is to simplify yours. Investing and getting invested has never been this easy. Automate everything and pay attention to aspects that really need your attention.

  • Paperless Client Onboarding & KYC
  • Account Opening in minutes
  • Partner Desk
  • Client Desk- A platform that empowers your clients
  • Coordinate only for Client Signatures
  • Completely online execution and seamless experience
  • No Form Filling! Pre-filled forms available.
  • Track Transactions in Real Time
Strong Technology Strong Technology
Financial Planning, Review & Reporting Financial Planning, Review & Reporting

Financial Planning, Review & Reporting

  • Research on MF Schemes- Equity & Debt
  • Risk Profiling
  • Portfolio Health Check Up to ensure the essentials in any portfolio are taken care of
  • CAS upload and analysis of previous investments
  • Simple Process- Risk Assessment, Risk Mitigation and Wealth Creation
  • Smart Tax Planning Strategies
  • Goal Based Planning and tracking their progress against time and expectations
Financial Planning, Review & Reporting

Model Portfolios

  • Model Portfolios based on Risk appetite
  • Portfolios curated to maximize returns and minimize risk
  • Execution of Model Portfolios for Multiple Clients
  • Saves Time and offers opportunity for scalability
Model Portfolios Model Portfolios
Execution Handholding For Business Partner Execution Handholding For Business Partner

Execution Handholding For Business Partner

  • Onboarding & Transaction support
  • Advisory support
  • Best practices
  • Robust Back Office Operation and Support
Execution Handholding For Business Partner

Sales Support

  • Activity Planning
  • Target Setting
  • Annual Contests & Reward Programs
  • Business Planning & Strategy
  • Comprehensive Business Development Insights
  • Web based tools & calculators for servicing prospective & existing clients
Sales Support Sales Support
Trainning Support Trainning Support

Training Support

  • New Partner Orientation Training
  • AMFI Training
  • Sales & Motivation Trainings
  • Products Trainings
Trainning Support