Partner with Forward Wealth
A referral programme built on keeping clients invested
Give clients a way to access liquidity without redeeming their portfolio and earn ongoing referral income while their investments stay untouched.
Who can be a partner?
No licence required. Just clients who invest.
If your clients hold mutual funds or listed equities, you already qualify.
MF Distributors & Stock Brokers
You manage their portfolio today. Now give them a way to access cash from it, without a single unit sold, and without touching the trail you've built.
RIAs & Wealth Managers
Works for any client with a demat account or mutual fund folio, direct or regular, managed or self-directed.
Digital Platforms & Fintechs
Building your own client experience? Our APIs and SDKs plug straight into it, no need to send clients elsewhere.
Better for your clients.
Better for your business.
Four steps. Fully digital. Nothing to install.
Sign up in minutes, from your phone or your browser. No office visit, no paperwork.
Get a referral link that's yours alone, and send it to clients. They complete their own application, you're not filling in forms on their behalf.
Track every client's progress on your dashboard, from application to disbursement. Step in when they need a hand, stay hands-off when they don't.
Get your referral fee the moment a client draws funds, then keep earning recurring commission on their outstanding balance for as long as they stay with us.
Two ways to earn
A fee for every client you bring in. Tracked on your dashboard, paid promptly.
An ongoing share, paid monthly, for as long as your client's facility stays active, on top of any referral fee.
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.
