When CA Suresh Menon from Bengaluru joined the
When CA Suresh Menon from Bengaluru joined the DP Buddy program in March 2025, he had a clear goal: monetise the trust he had built with 400+ clients over 15 years of practice. Within 9 months, he had facilitated ₹12 Cr in mutual fund investments, ₹3 Cr in insurance premiums, and ₹8 Cr in business loans , earning over ₹45 lakh in referral income.
Suresh is not an outlier
Suresh is not an outlier. The DP Buddy program now has 30,738+ financial professionals across India , CAs, IFAs, tax consultants, and wealth managers , who use DealPlexus's platform to offer their clients a full spectrum of financial products without the overhead of building their own distribution infrastructure.
The model is simple: you bring the client
The model is simple: you bring the client relationship and the trust, DealPlexus provides the product shelf, compliance framework, technology platform, and fulfilment. You earn competitive commissions on every transaction, with full transparency and real-time tracking through your DP Buddy dashboard.
What makes DP Buddy different from traditional distribution
What makes DP Buddy different from traditional distribution partnerships? Three things: (1) You can offer 89+ products across investments, loans, and insurance , not just one category. (2) Your clients get advisory-grade recommendations, not product pushes. (3) You maintain the client relationship , DealPlexus works in the background.
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