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Channel Partner is a program that is offered by Planify for financial advisors to associate and partner with Planify. Meaning that they sell the products on behalf of the company but they are an independent partner. This enables the advisors to offer financial planner, Private equity, PreIPO, and start-up for the stocks to their investor client base.

Planify will be registering the partner under KYP - Know your partner program and will be required to submit the following documents
- Aadhar Card
- Pan Card
- Bank Cancel Cheque
- Photograph
- License copy from SEBI, AMFI or IRDA

One who has the knack for investments, stocks, and Private Equity can become a channel partner with Planify.
Stock Brokers, Insurance Agents, Mutual Fund Agents, Portfolio Managers, Research Analyst, Employees working in Financial Institutions can become a channel partner with Planify.

Channel program comes in two ways
- Agency Model
- Franchisee Model

The agency Model is best suited for independent individuals working in the finance field.
Franchisee Model is best suited for partners who have a working office and team.

One needs to have a license from SEBI, AMFI, or IRDA to be eligible for becoming a channel partner.

Yes. Absolutely. We provide a lot of training materials and handholding through dedicated relationship managers who would help you become equipped with Private Equity and how it works.

Planify will be registering the partner under KYP - Know your partner program and will be required to submit the following documents
- Aadhar Card
- Pan Card
- Bank Cancel Cheque
- Photograph
- License copy from SEBI, AMFI or IRDA

Commission structure comes in 4 parts -
Daily Incentive - Depends on number of deals over ₹25,000.
1 Deal = ₹100
2 Deals = ₹200
3 Deals = 500
4 Deals = ₹1,000
5 Deals = 1,500
and so on.
Max capping for a daily incentive from an Investor is ₹1,000.

Weekly Incentive - Booster on achieving weekly incentive of ₹10,00,000

Monthly Incentive - Fixed Percentage on Turnover. It increases on achieving every 25 Lac.

Yearly Incentive - Gifts from Electronic Appliances, Gadgets to Foreign Tours come on clearance of certain slabs.

There is the added incentive of 1% on complete Turnover if the channel partner adds a team to his/her network with the professionals who can further extend.

The Channel partner program is absolutely free.

Absolutely. The incentive structure is the same for Agency and Franchisee Model. However,

Any additional leads/investors coming from the designated Pin code area of the Franchisee would be mapped under the Franchisee.

Any additional partners coming from the designated Pin code area of Franchisee would be mapped under the Franchisee under his team.

Any additional leads for investors and the Agency model would be passed onto the Franchisee for face-to-face meetings.

The franchisee would be featured as the Branch office of Planify on the website so that investors looking to invest can directly connect with Franchisee. The same is for the Agency model for Franchisee.

The franchisee would be introduced in Video/shots of Planify.

The Channel partner program is absolutely free.

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Franchisee fee comes with first-year fees of ₹50,000. Second-year onwards, a Royalty fee of ₹25,000 would be taken from the Franchisee.