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.

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
  • Mutual Fund Distributer
  • 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

I was earlier dissapointed with low earnings from Mutual funds post the new announcement by AMFI then I came across by Planify. With their assistance I could grow my customer base and earnings by each passing month. The Planifier expert team introduced a new bussiness line on Pre - IPO & insurance. They provide great service. Thank you for taking my business to heights.
Mukul Aggarwal
Mutual Fund Advisor
I have been a Channel Partner at Planify. I appreciate the high commission and access to all insurance companies they provide me. My customer base got raised to unexpected heights. I am happy to be a partner with Planify. Thank you for your great service.
Himanshu Divakar
Insurance Advisor
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


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

Start now