Partners - Planify


We, at Planify, are committed to empowering the entire Financial community and are focused as a B2B Solutions platform, offering customized partnership opportunities for you.  We will manage the complete operation from advisory to documentation to execution to disbursal for you, while you reap its benefits and add more value to your clients.

We would love to partner with you.

Challenges of Self Employed Service Based Business


  • 62% find it difficult to get regular business from clients.
  • 76% of them feel margins are less and difficult to sustain.


  • 54% find it difficult to have regular touch point with Clients.
  • 82% admit to face challenge in charging customer as per their will.


  • 77% of them doesn't have right Technology & Marketing support.
  • 65% admit to have inadequate training and backend office support.
Planify has given me an opportunity to reach to my clients with a wide range of products in Investments, insurance and loans. My business has increased thrice in last 1 year. This is like a circle where clients keeps on coming back with more and more needs which we are able to fulfil using the technology Platform.
Yashpal Garg
CA - Taxation and Auditing, New Delhi

Who can be a Channel Partner?

If you are:

  • AMC Employee
  • Bank Employee
  • Car Dealers
  • Car Service Centers
  • Chartered Accountant
  • DSA - Direct Selling Agent
  • Field Agents
  • Financial Advisor
  • Insurance Agent
  • Insurance Company Employee
  • NBFC Employee
  • Real Estate Agent
  • Retired Bank Employee
  • Retired Insurance Employee
  • Retired Loan Employee
  • Stock Broker
  • Stock Broker Employee
  • Tax Lawyers
  • Travel Agent
  • Wealth Advisor

we have the perfect solution for you.

How It Works?

Refer a Client

Refer a client or use the online portal to initiate the desired transaction of your client.


We work for you to complete the transaction of your client.


After successful Completion, you reap in the benefits.


All successful business is paid in the first week of Month

Fall in love with our Features

One Stop Solution

Multiple Products available in Investment, Insurance and Loans.

Online Transaction Facility

Strategic Alliance with Leading Companies.

Handholding and Training

Ongoing training for Sales, Marketing and Products

Services Clients on the Go

Manage multiple clients on single login.

Real Time Reports

Track your earnings on real time basis for quick payouts.

Easy to use interface

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Proud Planifier Partners

We feel that our finances are secure with Planify. The staff are like old friends and Rajesh uses everyday examples to explain his strategy, provided me with a fantastic picture of what income I would have on retirement. Suits us very well. The little things that make a big difference are what you notice.
Adam Sendler
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Planify has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Planify sooner!
Mila Kunis
We have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation
Mike Stuart


It has never been easier to become a partner.
Completely Paperless Process.

Start now