Your Own
Financial Services Portal
Become a franchise partner and get a branded portal that puts every service we offer — loans, cards, banking, tax filing and insurance — in front of your own customers, under one login.
Everything Your Portal Manages, In One Place
Every case, every client and every payout across our full service catalog — tracked live from your own franchise dashboard.
Live Pipeline For Every Client Case You Refer
Every Payout Tracked, Disclosed And On Schedule
Every Product Category, Ready To Offer Instantly
Everything Your Franchise Portal Covers
One Portal. Every Financial Service. Your Brand.
This isn't a simple referral link — it's a complete B2B franchise module. You get a dedicated portal where your customers can access our full range of financial services in one place, while you manage every case, every client and every update from a single dashboard.
No need to become an expert in loans, tax filing or insurance individually — the entire catalog is already built, verified and ready for you to offer under your own local brand and customer relationships.
- A branded portal issued in your name
- Every service catalog pre-built and ready to offer
- Real-time tracking for every client case
- Onboarding, training and ongoing support included
Partner Dashboard
LiveFrom Application To Your Own Live Portal
Apply For The Franchise
Submit your details and business background through the form below.
Verification & Agreement
Our team verifies your application and finalises the partnership terms.
Portal Setup & Training
Your branded portal goes live, with structured onboarding on every service.
Serve Clients & Earn
Onboard your customers to the portal and earn on every case they complete.
Every Service, Ready To Offer From Day One
Your portal launches with the same complete catalog we offer directly — no need to build, verify or train on each service individually.
Loan Services
14 loan typesCredit Cards
29+ cardsBanking & Investment
Accounts, FD, MFs, DematCIBIL & Verification
Score checks & ID verificationPAN & Utility
PAN, recharge, bills, FASTagTax & Business
ITR, GST, registrationsInsurance
Life, health, motor, homeClient Support
Included for every serviceWhy Partners Choose The Portal Model
Your Own Branded Portal
A dedicated portal issued in your business name, so your customers see you as their financial services provider.
Full Multi-Service Catalog
Offer loans, cards, banking, tax filing and insurance from a single portal — no need to partner with each provider separately.
Real-Time Case Tracking
Every client application, document and approval status updates live on your dashboard, end to end.
Structured Onboarding
Get trained on every product category before you go live, with reference material available anytime.
Attractive Payouts
Earn on every successfully completed case across every service in your portal's catalog.
Dedicated Franchise Support
A relationship manager stays assigned to your franchise for onboarding, escalations and growth guidance.
Built For Existing Businesses With A Customer Base
DSAs & Loan Agents
Expand beyond loans into a full financial services catalog under one portal.
CA & CS Firms
Offer your existing clients loans, cards and insurance alongside compliance work.
Local Business Owners
Add a new revenue stream by serving your existing customer network.
Financial Consultancies
Scale your consultancy with a ready-built multi-service portal and back-office.
What Our Franchise Partners Say
"I used to only handle loan files. Now my customers come to me for tax filing and insurance too — all from the same portal, under my own name."
"The onboarding team walked us through every service category before go-live. Our clients see a professional portal, not a WhatsApp forward."
"Real-time tracking changed how I run my business — I know exactly where every client's file stands without calling anyone to check."
Ready To Launch Your Own Portal?
Fill in your details and our franchise team will reach out to walk you through the application, onboarding and portal setup process.
Franchise Application
Franchise Partner FAQs
It's a branded web portal issued to your business, giving you and your clients access to our entire service catalog — loans, cards, banking, tax filing, verification and insurance — with case tracking managed from your own dashboard.
No — structured onboarding covers every service category. What matters most is that you have an existing customer base you can bring onto the portal.
Your relationship manager shares the exact payout structure for each service category in writing during onboarding, before your portal goes live.
Once your application is verified and the partnership agreement is finalised, most portals go live within a few working days, following onboarding and training.
Bring Every Financial Service To Your Customers
Apply for the franchise program and get your own portal live, backed by our full service catalog and support team.