Referral Partnerships

Your clients need capital. Together, we deliver it.

A referral partnership for CAs, CSs, DSAs and consultants whose clients ask about loans. You make the introduction — we do the heavy lifting and share the outcome with you.

Why partner with us

Your clients stay yours

We handle structuring, lender negotiation and documentation. The client relationship — and the credit for the outcome — stays with you.

Transparent referral commercials

A clear, pre-agreed referral payout on every successful disbursal. No ambiguity, no delayed settlements.

Visibility on every referral

Each referral gets a reference ID and status updates, so you always know where your client's file stands.

Institutional-grade execution

From working capital and term loans to LAP, home loans and invoice discounting — your clients get the same rigour corporates do.

How the partnership works

01

Refer

Share your client's requirement with us — a call, WhatsApp message or the enquiry form with their details.

02

We assess

We evaluate the file, speak to the client with your introduction, and confirm what is achievable.

03

We place

We match, negotiate and drive the file through documentation to sanction and disbursal.

04

You earn

Your referral payout is settled promptly on disbursal — and your client remembers who connected them.

Who this is for

Chartered Accountants Company Secretaries Loan & mortgage DSAs Real-estate consultants Wealth managers & IFAs Business consultants

Referral arrangements are subject to applicable regulations and lender policies. Client information shared with us is handled under our Privacy Policy.

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