You advise on taxes, law, or finances—we add the investment engine that makes you indispensable.
Lorem
Offer a 20-year advisory legacy to your clients—instantly elevates your own trust.
Earn lifetime trail without handling paperwork or compliance.
We prepare white-label reviews you can present as your value add.
We manage headaches; you stay the hero.
Amplify your brand reach through our event calendar.
| Partnership Model | Core Eligibility (suggested) | Rationale |
|---|---|---|
| Referral Partner |
Any CA, CS, CFP, tax consultant, or wealth coach with ≥25 active clients Basic KYC / PAN verification Commitment to ethical, transparent referrals |
Keeps the door open for solo professionals while still screening for seriousness. |
| Associate Advisor |
Registered CA, CS, CFP or MF Distributor with ≥50 active clients and ≥3 years in practice Willingness to co-sign plans and attend quarterly strategy calls |
Mid-level partners who want deeper collaboration and higher revenue share. |
| Corporate Alliance |
CA / CS / consulting firm, bank branch, or NBFC with ≥200 clients or ₹25 Cr+ AUM Dedicated liaison officer Agreement to joint marketing initiatives & minimum 10 client introductions/quarter |
Designed for larger practices that can deliver volume and co-brand events. |
