Build Your Own Financial Services Business
Partner with one desk that already covers loans, tax and compliance, banking, investments, verification and bill payments. You bring the clients. We handle the paperwork, follow-ups and compliance, with a minimal investment to get started.
A Business Model Built on One Strong Desk
Instead of building every product from scratch, you plug into a desk that already has the lender network, filing expertise and back office in place.
One Desk, Many Services
A single client may need a loan, a tax return, a bank account and insurance. Your network gets all of it in one place, so every relationship is worth more.
Backend Handled For You
Documentation, bank and department follow-up, CA/CS review and compliance run through our team. You focus on referrals and client conversations.
Built to Grow With You
Start as a referral partner or dealer, then grow into a DSA or distributor as your network expands. The structure supports both.
From Application to Active Partner
A simple, structured roadmap to get you referring and earning.
Apply
Share your details and the partner type that suits you best.
Verify & Activate
We verify your KYC and activate your partner ID and dashboard.
Learn
Product and pitch training across every service line.
Refer & Track
Refer clients and follow each case live until approval.
Get Paid
Commission is settled to your bank account once a case closes.
Choose the Partnership That Fits You
Start small or build a team. Each partner type has its own role in the business.
DSA (Direct Selling Agent)
Actively source loan, tax and banking clients, and earn on every case that closes.
Best for: full-time sellers and professionalsDealer
Offer our full service range alongside your existing shop or business.
Best for: shop and business ownersDistributor
Build and manage a small network of sub-partners in your area.
Best for: people who want to lead a teamReferral Partner
Refer friends, family and colleagues, and earn when their case closes.
Best for: anyone with a good networkBusiness Associate
A deeper, ongoing partnership for a full territory or client segment.
Best for: long-term business buildersOne Partnership, Every Service Line
Refer clients across our full range. Each desk handles its own documentation and follow-up.
Loan Services
Personal, home, business and MSME loans.
ExploreTaxation & Business
ITR, GST, TDS, company registration and ROC compliance.
ExploreBank Accounts & Cards
Savings, current and business accounts, plus credit cards.
ExploreInsurance & Investments
Motor insurance, demat and trading accounts, mutual funds and digital gold.
ExploreCIBIL & Verification
Credit score checks, identity verification and PAN services.
ExploreBill Payments
Recharge and utility bill payments your network already needs.
ExploreA Minimal Investment to Begin
You don't need an office, inventory or a large team. The program is built around a minimal investment, so anyone serious about building their own financial services business can start. The exact figure depends on your partner type and is shared during onboarding.
Built for People Starting Out on Their Own
No prior experience is required. These are the partners we see most often.
Shop and business owners who want an extra service line
Working professionals with a strong network
Chartered accountants, consultants and advisors
First-time entrepreneurs starting a service business
Freelancers who already talk to clients about money
Partner Program, Answered
Ready to build your own financial services business?
Apply with a minimal investment, get trained, and start referring across every service line.