Does this conflict with my advisory registration?

Review your SEBI or AMFI obligations on other activities. Many advisors register a separate entity or family member as the partner; we provide the agreement structure to keep it transparent.

Can clients get a loan against their mutual fund holdings?

Yes, through select lenders. Speak to our desk about loans against securities for clients who prefer not to redeem.

What is a loan DSA and how does it earn?

A Direct Selling Agent sources loan customers for banks and NBFCs. When a sourced loan is disbursed, the lender pays a commission, typically 0.25% to 3% of the loan amount depending on the product. LoansPartner is empanelled with many lenders, so partners work under our code and earn a share of every disbursal they source.

Is there any fee to become a LoansPartner channel partner?

No. Registration, training and the partner portal are free. We earn only when loans disburse, and so do you.

Do I need finance experience or a qualification?

No. Many of our best partners are insurance advisors, property consultants, chartered accountants and working professionals. We train you on products and lender policies; your job is to bring genuine borrowers and help collect documents.

How and when are payouts made?

Payouts are calculated on the disbursed loan amount at the slab in your agreement and released monthly for all files disbursed in the previous month, after the lender's own payout to us. In practice that is 30 to 60 days from disbursal. You receive a statement showing each file, amount and payout.

For MFDs, RIAs and wealth advisors

Your clients trust you with their wealth. They will trust you with their borrowing too.

Mutual fund distributors and wealth advisors advise households on every major financial decision, and borrowing is one of the largest. Adding loans through LoansPartner gives your clients a trusted route to home loans, loans against property and balance transfers, and gives you a payout that complements trail income.

A typical quarter

A wealth advisor refers three clients in a quarter: two home loan balance transfers of ₹60 lakh and ₹80 lakh with top-ups, and one ₹1 crore loan against property for a client's business.

At indicative payouts of 0.5% on the transfers and 1% on the LAP, the quarter's payout is approximately ₹1.7 lakh.

Illustrative, using mid-range indicative payouts. Not a guarantee.

Model your own numbers

Why it works

Why mfds, rias and wealth advisors do well as channel partners

Balance transfers and top-ups are natural advice for clients paying high rates, and they pay well.
Loans against property fund education and business needs without redeeming investments.
The service deepens your advisory relationship and defends it from banks that bundle products.
No investment, no targets, and full processing support from our desk.

Good fit

This programme suits

AMFI-registered mutual fund distributors
SEBI-registered investment advisers
Wealth management boutiques
Financial planners

Products that fit your clients

Start with these; add the rest when you are ready.

How it works

Six steps to your first payout.

01
Apply online
Fill the two-minute partner form with your profile, city and the products you want to distribute.
02
Verification call
A partner manager calls within one working day to understand your network and answer questions.
03
KYC and agreement
Share PAN, Aadhaar, a bank proof and a photograph. Sign the digital partner agreement and code of conduct.
04
Onboarding and training
Get your partner code, product training, lender policy cheat-sheets and marketing collateral.
05
Start sourcing
Log leads on the partner portal or WhatsApp. Our desk handles lender selection, documentation and follow-up.
06
Get paid
Payouts are computed on disbursed amounts and released monthly with a statement you can reconcile.

Turn the loan questions you already get into income.

Free registration, no targets, full processing and compliance support.