The Akshaya Referral Partner Program
A structured referral pathway for Chartered Accountants, tax practitioners, builders, automobile dealers, advocates, business consultants and other eligible professionals to refer client financial requirements to Akshaya Finvest, subject to verification, applicable requirements and confirmed service arrangements.
How Referral Partnership Works
Register
Submit your credentials and profile.
Verification
Due diligence by our team.
Agreement
Complete the applicable referral or business-associate agreement, where required.
Lead Referral
Refer an eligible client requirement within the agreed service scope.
Tracking
Track the referral through the applicable process, subject to information available from the relevant institution or provider.
Eligible Payout
Any eligible referral fee or payout is settled according to the applicable agreement, completed eligible business and relevant requirements.
Who May Apply as a Referral Partner?
- Chartered Accountants & Tax Practitioners: Professionals who may encounter SME requirements such as working capital, machinery finance or project finance enquiries.
- Builders & Real Estate Developers: Professionals who may encounter home-loan enquiries from eligible residential property buyers.
- Automobile Dealers: Dealerships that may encounter vehicle-finance enquiries for eligible customers.
- Advocates & Legal Professionals: Professionals who may encounter property-related financing or loan-against-property enquiries, subject to the applicable service scope.
- MSME & Business Mentors: Professionals who may encounter financing requirements from local businesses.
- Direct Selling Agents (DSA): Existing DSA-code holders or eligible referral professionals who may wish to work within Akshaya Finvest's applicable facilitation categories.
Partner Registration
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