Offer your clients a premium investing experience, while you focus on building relationships. Join India's most ambitious mutual fund partner ecosystem designed for distributors, RIAs, and wealth managers.
Active MF Partners
AUM via Partners
Average AUM Growth in 18 Months
Active Investors
Average SIP Ticket
Everything you need to digitize your distribution business, engage investors deeply, and scale your AUM without losing personal touch.
Offer a branded web & mobile experience to your clients, powered by Nivesh Tree's research, execution, and reporting engine.
Get real-time visibility into AUM, SIP book, client segments, cross-sell opportunities, and risk to stay ahead of markets.
Work with a dedicated success manager who understands your geography, client base, and growth goals.
Submit your ARN/RIA details and basic business information. Our compliance team validates your credentials within 24–48 hours.
Set up your logo, colors, and preferred revenue structure. Decide how you want to charge clients – advisory fee, distribution, or hybrid.
Bulk import existing folios or invite new investors digitally. Our team supports data migration and client communication.
Track AUM, SIPs, client engagement, and revenue from a single dashboard. Use automated nudges to boost conversions.
Partner Tiers
Ideal for new MFDs with AUM up to ₹5 Cr
High-growth MFDs / RIAs with ₹5–50 Cr AUM
National distributors & large banks/NBFCs
Accelerate Your Mutual Fund Distribution With Best-in-Class Tools & Insights.
Real-Time Insights for Smarter Decisions across all your clients' investments.
Client Lifecycle Tools at Your Fingertips. Onboard users entirely online in minutes.
Automated Alerts for SIP & Compliance to ensure zero drops and missed payments.
Boost Retention with Personalized Reports customized with your branding.
Industry-leading commission payouts directly credited to your account on time.
A dedicated relationship manager and full access to our marketing library.
Everything you need to know about joining the Nivesh Tree Partner Network.
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*Timelines mentioned are indicative and may vary based on document completeness and regulatory checks.
Let's co-create a differentiated investing experience for your clients. Share a few details and our partner team will get in touch within one business day.
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