Everything stays the same. Just a new name.

Partners

Partner with Forward Wealth

Grow your practice. Give clients a better source of liquidity than redeeming their portfolio — and earn ongoing referral income while their investments stay untouched.

Apply to partner
Who qualifies

Who can be a partner?

No special licence required. If you work with clients who hold mutual funds or listed equities, you can refer them to Forward Wealth.

Mutual fund distributors & RIAs

You already manage your clients' portfolios. Forward Wealth gives them a credit facility against those very holdings — without any redemption.

Relationship managers & wealth advisors

Brokers, sub-brokers, and private wealth managers who have clients with demat accounts or mutual fund folios — direct or regular.

Anyone with an investor network

You don't need an existing client base. If you have the intent to help investors access liquidity without liquidating, you can partner with us.

Why partner with us

Better for your practice.
Better for your clients.

Grow AUM, grow income

Every rupee your client would have redeemed stays invested when they use Forward Wealth instead. Your AUM holds, and you earn referral fees on top of your existing trail.

Serve clients with direct folios

Clients who hold direct mutual fund plans still need liquidity. You can refer them to Forward Wealth and earn referral income even if you don't manage their investments.

Real-time portfolio visibility

Your partner dashboard shows client progress, pledgeable portfolio values, and disbursement status — so you can hand-hold through the process when needed.

How it works

Four steps from sign-up to earnings

01
Join

Complete a quick digital onboarding. No office, no paperwork — everything happens on your phone or browser.

02
Share

Generate your unique referral link and share it directly with clients. They remain in full control of their own application.

03
Monitor

Track each client's progress from application to disbursement on your partner dashboard. Step in with guidance whenever needed.

04
Earn

Receive your referral fee when a client draws on their loan, plus recurring commission linked to the outstanding loan balance.

Revenue streams

Two ways to earn

Referral fee on disbursement

Every time a referred client draws on their credit line, you earn a fee based on the disbursed amount. Paid promptly, tracked on your dashboard.

Ongoing commission on the loan book

As long as your client's loan remains active, you earn a recurring commission. No additional effort — your earnings compound alongside your client's portfolio.

Partner FAQs

Common questions

Every time a client redeems to meet a liquidity need, their portfolio shrinks — and so does your AUM and trail income. A loan against securities meets the same liquidity need without any redemption. The client stays invested, their returns continue compounding, and your trail stays intact. You also earn an additional referral fee.
No special qualification or licence is required to refer clients to Forward Wealth. You simply share your referral link and guide clients through an application that they complete on their own. The credit decision and KYC are handled entirely by Forward Wealth and the lending partner.
Yes. Even if a client's mutual fund folios are held in direct plans where you don't earn trail, you can still refer them to Forward Wealth and earn referral income on the loan. It also gives you a touchpoint with clients you might not otherwise engage.
No. The entire partner journey — onboarding, client referrals, dashboard monitoring, and earnings tracking — is fully digital. You can run this from a phone. There are no physical requirements and no upfront investment.
Referral fees are credited to your registered bank account after a client's loan is disbursed. Ongoing commissions on the active loan book are paid on a regular cycle. All earnings — amounts, dates, and client references — are visible in your partner dashboard.
Get started

Ready to partner?
Apply in minutes.

Join a growing network of advisors who help clients access liquidity without liquidating. Fully digital onboarding, no upfront cost.

Apply to partner Ask us a question