Partner with us
We are excited to offer opportunities for Individuals to join our team as Wealth Partners and work with us to provide exceptional service to clients. At Wealthshastra, we pride ourselves on our client-centric approach and our commitment to helping our clients achieve their financial goals.
As a partner, you will have access to a range of resources and support to help you grow
- Comprehensive Training and Development Programs: We offer extensive training and development programs to ensure that our partners have the skills and knowledge they need to succeed.
- Marketing and Business Development Support: We provide our partners with marketing and business development support to help them grow their business and reach new clients. From lead generation to client retention, we are here to help our partners succeed.
- Collaborative and Supportive Environment: We believe in a collaborative and supportive environment that encourages our partners to share their ideas and work together to solve problems. Our team is always available to provide support and guidance whenever it's needed.
- Certification and registration guidance: We help you get started on this journey by providing guidance on license and registration.
- You will be able to use our state of art technology platform, which offers a Portal, Mobile App (both Android and Apple ios) which is well integrated with the BSE star MF platform for transaction processing. Platform also has the capability to have a single view of Wealth by importing data of other assets, Insurance, etc.
- You will have complete Centralised Back End Team support during the full lifecycle of Customer engagement starting with initial engagement, KYC, onboarding, Investment, and till Redemption or for any other operational maintenance issue (like a change of address, nominee, email, etc )