Become a Partner

Whether you are a retired banker, a CA or CS professional, a former insurance agent, or an entrepreneur with a network of trusted clients, the Shriram Financial Services Partner Program gives you everything you need to build a legitimate, scalable financial advisory practice. You bring the relationships. We bring the brand, the technology, the research, and the regulatory framework.

What You Earn

• Sub-Broker Revenue Share: Earn a revenue share on every trade your referred clients make — equity, F&O, commodities, currency — for as long as they remain active.
• Mutual Fund Trail Commission: Earn recurring annual trail commission on every rupee of mutual fund AUM you build. A client investing ₹10 lakh today pays you trail income every single year — growing as their portfolio grows.
• IPO & NFO Referral Income: Additional one-time referral income on IPO applications and NFO subscriptions from your clients.
• Performance Bonuses: Quarterly performance incentives for top partners based on new client acquisition and AUM growth.

What We Provide

• Shriram Brand Authority: Operate under a 50-year-old brand that clients inherently trust. Significantly easier to acquire clients than as an independent advisor.
• Antara Partner Dashboard: Dedicated partner technology to onboard clients digitally, track their portfolios, and monitor your earnings in real time.
• Research & Recommendations: Full access to our SEBI-registered equity and mutual fund research — present professional, credible recommendations to your clients.
• Training & Certification Support: We help you obtain your AMFI ARN (for MF distribution) and NISM certifications with study materials, mock tests, and scheduled training sessions.
• Dedicated Partner Manager: A named Shriram relationship manager supports every partner — for client escalations, product queries, and operational support.
• Marketing Collateral: Ready-made brochures, digital posts, investor awareness materials — all SEBI-compliant and Shriram-branded for your use.

Who Can Become a Partner?

• Existing sub-brokers or remisiers looking to upgrade their brand and technology
• Insurance agents and LIC agents expanding into investment advisory
• Chartered Accountants (CAs) and Company Secretaries adding financial services to their practice
• Retired banking and finance professionals with existing client relationships
• Entrepreneurs and professionals with a strong local network looking to create a secondary income stream

How to Get Started

• Submit your interest by contacting our partner acquisition team at partners@shriramfinancialservices.com
• Complete the partner KYC and agreement process (fully digital)
• Obtain your AMFI ARN and NISM certifications (if not already held) with our support
• Get onboarded to the Antara Partner Dashboard and start referring clients
• Your first commission credit typically arrives within 30 days of your first active client's trade

Ready to build your financial advisory practice? Call our partner helpline at 1800 103 1212 (Toll-Free) or email partners@shriramfinancialservices.com to schedule a consultation with our partner acquisition team.