◎
Broad product access
Offer eligible mutual fund products from AMCs through Money Sante’s distribution arrangements.
Money Sante Partner Network
Build your mutual fund distribution practice with us
Join Money Sante as a Partner / Sub-MFD under our ARN and serve investors across India with access to a broad AMC network, digital infrastructure and operational support.
Pan-India opportunityAMC product accessDigital partner platformBusiness support
Partner proposition
Infrastructure to focus on relationships and growth
Our partnership model is designed for professionals who want to develop a compliant, service-oriented mutual fund distribution business.
▣
Digital infrastructure
Use the partner portal for business workflows, investor servicing and relevant reporting facilities.
✓
Operational support
Receive support for onboarding processes, transactions and ongoing service coordination.
↗
Pan-India reach
Develop investor relationships and a distribution practice across locations in India.
₹
Revenue opportunity
Participate in the applicable commission-sharing model, subject to the executed agreement and regulations.
◇
Compliance-led framework
Operate within documented processes, applicable AMFI requirements and Money Sante’s partner terms.
Who can partner?
A platform for relationship-led financial professionals
The programme may suit existing mutual fund professionals, financial-product distributors, insurance professionals, accountants, finance professionals and entrepreneurs who wish to build a long-term investor service practice.
- Commitment to ethical and transparent investor servicing
- Willingness to complete the required documentation and due diligence
- Compliance with applicable AMFI, regulatory and partner requirements
- Focus on sustained investor relationships rather than assured-return selling
How to begin
Partner onboarding
- Submit your interest through the partner portal.
- Complete identity, business and eligibility verification.
- Review and execute the applicable partner agreement.
- Complete platform and process orientation.
- Begin onboarding and servicing investors after approval.
Partner onboarding
Submit your Partner / Sub-MFD application
Complete the form and attach your KYC proof and ARN certificate. The documents are emailed to the Money Sante onboarding administrator and removed from the website server after the email attempt.
Appointment as a Partner / Sub-MFD is subject to due diligence, eligibility, documentation, execution of the applicable agreement, regulatory requirements and approval by Money Sante. Commission and commercial terms are governed by the executed agreement and may change with applicable regulations or AMC practices.