Let’s team up to get your investors excellent returns!
Expand Together, Grow Together
Check your Eligibility
Total Investment
₹0
Number Of Investors
0
Number of Stocks
0
Number of Partner
0
Annual Earning
₹ 0
Monthly Earning
₹ 0
Who can become a Channel Partner
Stock Brokers
Insurance Agents
Mutual Fund Agents
Portfolio Managers
Research Analysts
Financial Institutions Employee
AIF Distributors
Channel Partner Program
Why ChoosePlanify
for your Next
Investment
10,000+
Angels
50%+
Return
250 Cr+
Investment enabled
34+
Exits
Invest Now →
Benefits of channel partner
Diverse Investment Opportunities
Planify empowers partners to offer their investors a diverse range of investment opportunities, including quality startups, SME, PreIPOs and Unicorns.
Exceptional Returns for your Investors
Planify boasts with an investment of 3.1 crores is worth Rs. 17 Cr. giving an absolute return of 450% and whopping a CAGR of 117.6%. Partnering with Planify ensures that your investors have the opportunity to achieve exceptional returns on their investments.
Best & Ontime Payouts
Get the opportunity to refer clients to signup to Planify's services and earn ongoing revenues from the investment activities. You keep earning recurring referral income from your clients, Partners will receive weekly, monthly, and yearly incentives based on your performance and targets.
Make your own team
Channel Partners can avail themselves of the chance of building their own team and expanding it further to enable them to enter the big business league.
Your customer is always yours
Planify allows Channel Partners to retain their customers even if they come directly afterward, thus allowing them to avail of all their benefits.
Handholding and Training
Planify provides you with comprehensive training on how to pitch Startups, PreIPO to your clients and how to use our platform effectively.
Easily track your referrals
Get access to Planify’s dashboard and CRM where you can track your referrals, commissions, and payouts. Partners can track investor’s portfolio, their investments through their dashboard.
One-stop solution
Planify brings ease of investment to Channel Partners. Planify acts like a single, easy-to-use platform which can be done using a website, mobile site, Android or iOS app.
Channel Partner Models
Process of Onboarding
Effortless Onboarding in Simple Steps.
Sign Up
There is no fee for signing up as a channel partner.
KYC
Simplified KYC: Your First Step to Partnership
Handholding & Training
Ongoing Training for Sales, Marketing and Products.
Pitch to investors
Learn, Grow, Succeed – Together.
Track & analyze portfolio
Partners have access to a dashboard and CRM, through which they can track investors' portfolios.
Earn Recognition & Rewards
keep earning recurring referral income from your clients.
All in One Dashboard
Know More About Channel Partner Program
Needed Documents
There are no fees for becoming a channel partner. To become a channel partner, please share the following scanned documents -
Pan Card
Aadhar Card
Canceled cheque having a name on it (Bank Statement in case name is missing on checkbook)
AMFI/IRDA/SEBI Certification/License
In case you want to register as a channel partner with a company name, then AOA, MOA, GST will be required.