Let’s team up to get your investors excellent returns!

Expand Together, Grow Together

Check your Eligibility

Total Investment

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Number Of Investors

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Number of Stocks

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Number of Partner

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Annual Earning

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Monthly Earning

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Who can become a Channel Partner

Stock Brokers
Insurance Agents
Mutual Fund Agents
Portfolio Managers
Research Analysts
Financial Institutions Employee
AIF Distributors
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Channel Partner Program

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Why Choose

Planify

for your Next

Investment

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1,00,000+

Investors

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100%

CAGR Returns

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400 Cr+

Investment enabled

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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.
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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.
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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.
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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.
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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 UpSign Up_arrow

Sign Up

There is no fee for signing up as a channel partner.
KYCKYC_arrow

KYC

Simplified KYC: Your First Step to Partnership
Handholding & TrainingHandholding & Training_arrow

Handholding & Training

Ongoing Training for Sales, Marketing and Products.
Pitch to investorsPitch to investors_arrow

Pitch to investors

Learn, Grow, Succeed – Together.
Track & analyze portfolioTrack & analyze portfolio_arrow

Track & analyze portfolio

Partners have access to a dashboard and CRM, through which they can track investors' portfolios.
Earn Recognition & Rewards

Earn Recognition & Rewards

keep earning recurring referral income from your clients.

All in One Dashboard

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Lets Connect

Please provide the following details

Interested in
Dealing in Private Equity
Dealing in Start-Ups

Connect with expert

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.

Frequently Asked Questions

answer Partners

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