What is Channel Partner and How to become Channel Partner with Planify Channel Partner is a program that is offered by Planify for financial advisors to associate and partner with Planify. Meaning that they sell the products on behalf of the company but they are an independent partner. This enables the advisors to offer financial planner, Private equity, Pre IPO, and start-up for the stocks to their investor client base.
How to become Channel Partner Planify will be registering the partner under KYP - Know your partner program and will be required to submit the following documents - Aadhar Card - Pan Card
- Bank Cancel Cheque - Photograph - License copy from SEBI, AMFI or IRDA
Who can be a channel partner with Planify? Channel Partner is a program that is offered by Planify Capital Limited for financial advisors to associate and partner with Planify Capital Limited. who has a knack for investments, stocks, and Private Equity can become a channel partner with Planify Capital Limited. Mutual fund agent, Insurance Agent, Insurance Advisor, Investment Advisor, Financial Advisor, Stock Broker, Authorized person, Financial planner, Employees working in Financial Institutions can become channel partner with Planify Capital Limited.
Thank You
Name: - Planify Capital Limited Website: - https://www.planify.in Phone no.: - 070655 60002 Mail: - help@planify.in Address: - MiQB, Plot 23, Sector 18 Maruti, Industrial Development Area, near Motherson Sumi Systems Limited, Gurugram, Haryana 122015