Turn Your Client Relationships Into ₹40L+ Annual Income
You already have what most platforms spend crores trying to build: trusted client relationships.
DealPlexus gives you ... financial products across loans, investments, insurance, and advisory , so every client need becomes a revenue opportunity. Refer. We serve. You earn. That simple.
Zero targets. No exclusivity. Start within 30 minutes.
You've Built the Trust. We Have the Products.
Here's what's happening right now in your practice:
1.A client calls asking about a business loan. You give them a contact. You never hear how it went.
2.Another client asks about PMS. You explain the concept but have no clean execution path. The conversation ends.
3.A third client needs term insurance upgraded. You refer them to an agent friend. No follow-up, no income.
Every one of those conversations was ₹10,000–₹2,00,000 in referral fee income you walked away from.
The problem isn't your relationships. The problem is fragmentation. You're operating in a world of 10 scattered referral relationships when you need one trusted platform.
DealPlexus is that platform. ... products. One partner program. Lifetime revenue on every client you refer.
Why ... Financial Professionals Choose DealPlexus
Transparent Fees. Published rates. No surprises.
Every product, every category, every rate , visible before you refer a single client. What you see is what you earn.
Real-Time Dashboard.
Track every referral, every deal stage, every rupee owed to you , live. No chasing. No ambiguity. Your earnings are always one click away.
Dedicated Account Manager.
You get a real human partner, not a ticket queue. Your account manager handles escalations, complex client queries, and product training , so you can focus on relationships, not logistics.
Direct Payouts. Monthly & Quarterly.
Fees hit your account on a fixed schedule. No delays. No holds. No minimum payout threshold to worry about.
Regulatory Compliant by Design.
DealPlexus handles all product-level compliance, documentation, and regulatory filings. You refer. We handle the paperwork.
Three Steps. Zero Complexity.
Step 1: Refer
A client needs a loan, investment, insurance, or advisory service. You share their details through your DP Buddy partner portal , takes 2 minutes. You can refer via link, form, or direct introduction to your account manager. No paperwork. No pre-qualification needed from your end.
Step 2: We Serve
DealPlexus takes over completely. Our team contacts the client, understands their requirement, presents the right product from our ... offerings, handles documentation, compliance, and onboarding. We keep you updated at every stage through your dashboard. Your client gets a premium, compliant experience. Your relationship stays intact.
Step 3: You Earn
Once the deal closes, your referral fee is logged in real-time on your dashboard. Payouts are processed monthly or quarterly , directly to your bank account. You earn on every product your referred client uses, now and in the future. Refer once. Earn for years.
One Platform for Every Financial Need
Investments
PMS, AIF (Category I, II, III), structured debt products, angel investment platforms, mutual funds, bonds, NPS, fixed deposits, corporate FDs
Loans
Business loans, MSME working capital, personal loans, home loans, loan against property (LAP), loan against securities, education loans, vehicle loans
Insurance
Term life insurance, whole life, ULIPs, health insurance (individual & family), critical illness, business insurance, fire & marine, professional indemnity
Advisory
Financial planning engagements, wealth structuring, tax-efficient investment planning, succession planning, business finance advisory, NRI financial services
Every product your client has ever asked you about , and many they haven't thought to ask yet , is available through DealPlexus. You become a single point of financial access for your entire client base.
Transparent Rates. Published. No “Call Us for Details.”
Loans
2–4% of loan amount
- Per referral flat fee: ₹500–₹2,000 (for smaller ticket loans)
- Products: Business loans, personal loans, home loans, LAP, MSME loans, working capital
- Example: ₹50L business loan at 3% = ₹1,50,000 per referral
Investments , PMS & Portfolio Management
0.5–1.5% on AUM/portfolio value per year
- Products: PMS, AIF, structured products, angel investment facilitation
- Example: ₹1Cr portfolio at 1% = ₹1,00,000/year recurring
Advisory Engagements
₹15,000–₹50,000 per engagement (tiered by complexity)
- Tier 1 Advisory: ₹15,000–₹25,000 (financial planning, goal-based)
- Tier 2 Advisory: ₹25,000–₹50,000 (complex wealth structuring, business finance)
- Products: Financial planning, tax-efficient investment structuring, business advisory
Insurance
5–8% on first-year premium
- Products: Term insurance, health insurance, life insurance, business insurance
- Example: ₹3L annual premium at 6% = ₹18,000 per policy
All referral fees are cumulative. A single client referred can generate income across multiple categories over time. That is the compounding power of lifetime referral revenue.
Income Potential by Referral Volume
| Partner Profile | Referrals/Year | Estimated Annual Income |
|---|---|---|
| Conservative (part-time, 1–2 referrals/month) | 10–20 | ₹3–8 Lakhs/year |
| Moderate (active partner, 3–4 referrals/month) | 30–50 | ₹8–15 Lakhs/year |
| Top Performer (dedicated, 8–10 referrals/month) | 100+ | ₹25–40 Lakhs/year |
Conservative (part-time, 1–2 referrals/month)
Moderate (active partner, 3–4 referrals/month)
Top Performer (dedicated, 8–10 referrals/month)
These are real numbers, not projections. Based on actual average ticket sizes and conversion rates across our partner network.
A CA with 200 SME clients referring 2 loan cases per month at an average ticket of ₹50L generates ₹2–4L from loans alone , before any investment or insurance referral fees.
An IFA with 150 clients referring 5 investment cases quarterly at ₹25L per portfolio generates ₹1.5–3.75L in trail and placement fees , on top of existing AUM income.
Your network is already worth this. You just need a platform that pays you for it.
This Is Built Specifically for You
If you're a Chartered Accountant
You manage 200–500 client relationships built over years of trust. Your clients ask you about loans, investments, and insurance , constantly. Right now, you send them to 10 different people and lose track of outcomes. Every referral you make is money left on the table. DealPlexus turns those recommendations into a structured income stream without touching your primary practice.
If you're an IFA or Mutual Fund Distributor
You earn trail fee on AUM, but your income plateaus when markets are flat. Your clients need loans, insurance, and structured products , but you have no clean way to serve them. DP Buddy gives you a full financial supermarket to refer into, expanding your revenue beyond just mutual funds.
If you're a Wealth Advisor or Financial Consultant
You advise HNI and UHNI clients on complex portfolios. They ask you about PMS, AIF, and angel investing , products you understand but can't execute directly. DealPlexus gives you a single platform to route those conversations, earn advisory fees (₹15–50K per engagement), and deepen client stickiness.
If you're an Insurance Agent
You have a client base trained to trust you with financial decisions, but your income is entirely fee-based and renewal-dependent. DP Buddy opens loans, investments, and advisory as parallel income streams , without disrupting your core business.
Start as a DP Buddy. Graduate to DP Saarthi.
Tier 1
DP Buddy (Direct Partner)
This is where every partner starts. As a DP Buddy, you earn direct referral fees on every client you refer to DealPlexus. No minimums. No monthly targets. No exclusivity clauses.
Tier 2
DP Saarthi (Master Partner)
Once you understand the program, you can refer other financial professionals , CAs, IFAs, agents , to become DP Buddies themselves. As a DP Saarthi, you earn incremental revenue on every deal your referred partners close.
- Recruit DP Buddies into the network
- Earn a revenue share on all business generated by your recruited partners
- Build a passive income layer on top of your direct referral income
- Ideal for professionals with large peer networks (CA firms, financial associations, RIA chapters)
The upgrade path is organic. Most partners who enjoy the DP Buddy program naturally begin introducing colleagues. DP Saarthi formalizes that into an additional income stream. No pressure. No recruitment targets.
We Set You Up to Earn from Day One
Partner Portal
A clean, purpose-built dashboard where you submit referrals, track deal progress, view fee statements, and manage client relationships. Mobile-accessible. No complex training required.
Marketing Collateral
Ready-to-use brochures, product explainers, email templates, and social content , all compliance-approved and ready to share with clients. You don't need to create a single piece of content.
Product Training
Monthly product briefings covering new offerings, market context, and fee updates. On-demand training modules for complex products (PMS, AIF, structured products). You don't need to be a product expert. You just need to know enough to have the conversation , we close it.
Dedicated Account Manager
A real person, available for client escalations, product queries, and partner support. Your account manager also helps you identify referral opportunities in your existing client book.
Monthly Partner Check-Ins
Strategy calls to review your referral pipeline, identify upsell opportunities in referred clients, and plan outreach. Not a sales call. A genuine business-building session.
Zero Compliance Burden
Every product referral goes through DealPlexus's compliance infrastructure. SEBI, IRDAI, RBI , all regulatory requirements handled. You are a referral partner. We are the regulated entity.
Start Earning From Your Network This Week
You have the clients. You have the trust. You've been leaving referral fee income on the table every month.
Zero hassle. 30-minute onboarding. Start earning within days.
No targets. No minimums. No exclusivity. Referral fee income, no compliance burden. Refer once. Earn on every product your client uses , for life.
You already have the trust. We give you ... reasons to keep clients coming back.
Join ... financial professionals who monetize their networks through DealPlexus.
DealPlexus , India's Financial Supermarket
Regulated. Transparent. Partner-first.
DealPlexus | India's Financial Supermarket | DP Buddy is a referral partner program. DealPlexus is the regulated entity for all product execution. SEBI, IRDAI, and RBI compliance handled by DealPlexus. Referral fees subject to terms. Past partner earnings do not guarantee future income.