Empowering our partners with differentiated rewards, exclusive benefits, and growth-driven incentives – unlock your true potential and climb the loyalty ladder effortlessly.
We believe growth deserves recognition-and reward. Our revamped Loyalty Program for Authorised Partners (APs) is designed to motivate, empower, and elevate our partners by introducing a transparent, performance-driven, and benefit-rich journey.
Whether you're just getting started or already driving massive impact, every milestone you hit earns you points-and every point gets you closer to ELITE recognition and exclusive privileges.
Encourages cross-selling across Broking, Mutual Funds, and KYC
Motivates you to move up the ladder from SILVER to ELITE
Unlocks new benefits and rewards tailored to your performance
Builds your credibility and visibility as a top-performing AP
You earn points monthly and quarterly across various business metrics.
| Metric | Criteria | Points (Up to Elite) |
|---|---|---|
| Net to Angel Revenue (NTA) | ₹1000 | Up to 5 points |
| New SIPs (Mutual Funds) | Every 10 SIPs | 50 points |
| Net AUM Holding | Per ₹1 Lakh | 20 points |
| Client Acquisition (New KYCs) | Per 10 KYCs | Up to 150 points |
| Insurance Premium | N/A | Currently Non-Redeemable |
| Bonus Metric | Criteria | Points |
|---|---|---|
| Avg. MTF Book Growth | ₹2.5L Increment | 100 points |
| Monthly Active Clients | 5% Growth (Min. 100 clients) | 200 points |
| Milestone | Points |
|---|---|
| Avg. MTF Book Growth | Up to 50,000 points |
| Monthly Active Clients | Up to 300 points |
| Category | Total Points | Broking | Mutual Fund | KYC |
|---|---|---|---|---|
| SILVER | 0-249 | 0-199 | 0+ | 0+ |
| SILVER+ | 250+ | 200+ | 0+ | 0+ |
| GOLD | 500+ | 400+ | 50+ | 0+ |
| GOLD+ | 1600+ | 1200+ | 100+ | 300+ |
| ELITE | 4500+ | 3500+ | 200+ | 300+ |
| Benefit | Total Points | Broking | Mutual Fund |
|---|---|---|---|
| Free Marketing Collateral | ₹1,000 | ₹2,000 | ₹5,000 |
| CTCL Discount | NA | 100% | 100% |
| NOC Discount | NA | ₹100 | ₹200 |
| Benefit | Gold+ | Elite |
|---|---|---|
| CXO Meet | Once a year | 100 points |
| Investor Meet | 1/Quarter | 2/Quarter |
| Masterclass | NA | Yes |
| Benefit | Silver+ & Above | Elite |
|---|---|---|
| Dedicated Key Account Manager | - | - |
| Research Team Access | - | Exclusive |
| Category | Recognition |
|---|---|
| SILVER+ | Digital Certificate |
| GOLD | Physical Certificate |
| ELITE | Trophy from Retention Head |
Every activity is rewarded
Earn from broking, MF, SIPs, KYC
Clear metrics = clear pathway
Be seen. Be rewarded
A structured incentive program rewarding Authorised Partners based on performance across broking, mutual funds, client acquisition, and more.
