Partner Programme
Grow your practice with Client First Alpha.
Whether you’re an advisor, a corporate HR team, or a CA looking to refer clients with confidence — our partner programme gives you the tools, materials and support to do it well.
Choose Your Path
A partner programme built around who you are
IFA & Sub-distributor Partners
For independent financial advisors and sub-distributors who want a stronger back office and a trusted product shelf.
- ✓Clear visibility into every client you refer — from first conversation to onboarding
- ✓Monthly trail commission statements you can rely on
- ✓Onboarding status tracking for each referred client
- ✓Co-branded pitch decks and brochures to use with your clients
- ✓SEBI / APMI compliance training materials to keep your practice audit-ready
- ✓Early alerts on new product launches and rate changes
Corporate HR Partners (Shield360)
For HR and benefits teams managing group insurance for their organisation through our Shield360 programme.
- ✓One consolidated view of every employee policy in your organisation
- ✓Simple add / remove workflows for employee changes through the year
- ✓Claims analytics to understand utilisation across your workforce
- ✓Renewal tracking so nothing is left to the last minute
- ✓QR codes for effortless employee onboarding into the app
- ✓E-cards and policy certificates ready to share instantly
CA & Referral Partners
For chartered accountants and professionals who want to refer clients for wealth, insurance or advisory needs — without taking on the advisory work themselves.
- ✓Submit and track referrals from a single place
- ✓Transparent payout confirmations for every completed referral
- ✓Ready-to-use referral agreement templates
- ✓Co-branded materials to introduce us to your clients with confidence
- ✓Shareable client education content for WhatsApp and email
Ready to partner with us?
Tell us a little about your practice or organisation, and our team will get back to you with the right next steps.
Apply to Become a Partner