Become a Partner — Start Your Own Financial Services Business | Educasia Financial Services
Partner & Franchise Program

Start your own financial services business, under our brand

Loans, taxation, insurance, banking and more — run a full financial services business from your city, with a minimal investment, backed by our brand, systems and partner network.

AllFinancial Services Included
MinimalInvestment to Start
AnyBackground Welcome
FullTraining & Support

You don't need a finance background to start

This model is built for people who want to run a real business in their city — the financial expertise, product access and compliance backing come from us.

Existing Shop or Office Owners

Add financial services as a new revenue line to a space you already run.

Individuals Starting Fresh

No prior experience in loans, insurance or taxation required — we train you.

Graduates & Young Professionals

A structured way to start a business right after college or alongside a job.

CA / CS / Insurance Agents

Expand your existing practice with additional products under one brand.

Retired Professionals

Put decades of people and business experience into a second career.

Homemakers & First-Time Entrepreneurs

A flexible, home-office-friendly way to start earning independently.

What you get when you partner with us

You're not starting from zero — you're stepping into a brand, a product catalogue and a support system that's already built.

Structured training

Onboarding covers products, compliance and how to advise clients correctly.

A dashboard to run your business

Track leads, applications and approvals in one place, same as our in-house advisors.

Every service we offer, you can offer too

A partner isn't limited to one product category — the entire catalogue below becomes available under your business, from the day you're onboarded.

Loans

Personal LoanHome LoanBusiness Loan Vehicle LoanEducation LoanGold Loan Loan Against PropertyMSME LoanTractor Loan Two Wheeler LoanOD / CC LoanMicro Loan

CA/CS & Taxation

ITR FilingGST Registration & FilingCompany Registration ROC ComplianceAudit SupportBookkeeping TDS FilingPAN & TAN ApplicationTax Notice Support Startup & MSME Registration

Insurance, Cards & Demat

Two Wheeler InsuranceCar InsuranceMotor Insurance 29 Credit CardsDemat & Trading Accounts

Banking, Investment & CIBIL

Savings Account OpeningMutual FundsDigital Gold CIBIL / Equifax / Experian / CRIF Score Check

Verification, PAN & Utility

PAN / Bank / DL / Voter ID / Passport / RC VerificationNew PAN Application PAN CorrectionMobile, DTH & Bill PaymentsFASTag Recharge EMI & Municipal Tax Payment

From application to your first client, in four steps

A clear, guided path to becoming a partner — scroll slowly here to see each stage take over the screen.

01 / Application

Tell us about yourself

Share your background, location and what kind of business you want to build. No specific qualification is required to apply.

  • Simple application, no lengthy paperwork
  • Open to individuals and existing businesses alike
  • No finance background required
02 / Discussion

We understand your city and goals

Our team walks you through the model, the minimal investment involved, and which service categories make sense for your location.

  • One-on-one call with our partnerships team
  • Investment and terms explained clearly upfront
  • No pressure to decide on the first call
03 / Onboarding & Training

Get trained on every service you'll offer

Structured training on products, compliance and how to use the partner dashboard — so you're confident before your first client walks in.

  • Product training across all service categories
  • Dashboard and systems walkthrough
  • Compliance and documentation guidance
04 / Launch

Start serving clients under our brand

You're live — taking on clients, submitting applications and building your business, with ongoing support from our team.

  • Full access to the partner dashboard
  • Marketing material and brand assets provided
  • Ongoing support from your onboarding team
ApplicationStep 1 of 4
Basic Details SubmittedName, location, background
Territory NotedCity / region of interest
Interest Areas SharedWhich services you want to offer
DiscussionStep 2 of 4
Call ScheduledWith our partnerships team
Investment Terms DiscussedMinimal investment explained
Service Mix FinalisedBased on your city & goals
Onboarding & TrainingStep 3 of 4
Product TrainingAcross all service categories
Dashboard Access GrantedLeads, applications, tracking
Compliance Briefing CompletedDocumentation & process standards
LaunchLive
Business ActivatedReady to onboard clients
Marketing Assets SharedBranded material provided
Ongoing Support ActiveFrom your onboarding team

Built for people who want to run something real

You bring the local relationships and effort; we bring the products, compliance backing and systems to support you.

Multiple Revenue Streams

Earn across loans, taxation, insurance and more — not limited to a single product.

Established Brand Backing

Clients trust a recognised name, which makes acquiring your first clients easier.

Room to Scale

Add team members and expand your service offerings as your business grows.

Continuous Learning

New products and updated training are rolled out to partners as they launch.

What it takes to become a partner

The bar is intentionally low on formal qualifications — what matters more is intent, a base to operate from, and willingness to learn.

Who is eligible

Almost anyone can apply — this is designed to be an accessible way to start a business, not a specialist-only program.

Indian resident, 21 years or older
No prior finance industry experience required
A base to operate from — home office, shop or existing business premises
Willingness to complete onboarding training
A minimal investment to activate your partnership
Typically NeededDocuments to get started
PAN CardIndividual or business
Aadhaar CardFor identity verification
Address ProofFor your operating location
Bank Account DetailsFor settlement & payouts
Passport-Size PhotoFor onboarding & ID creation

People who started with no finance background

Real partners who built a business through this model, starting from very different places.

"I ran a mobile shop before this. Adding loan and insurance services under this brand meant I didn't have to learn everything from scratch — the training covered it."

R
Rakesh MehtaPartner, Karnal

"I was a homemaker with no prior business experience. The dashboard and structured training made it manageable to start something of my own."

S
Sunita RaniPartner, Panipat

"As a CA already handling clients, offering loans and insurance through this partnership meant I could serve them without referring business elsewhere."

V
Vikram ChauhanPartner, Kurukshetra

Before you apply

Straight answers to what most applicants ask before starting the partner onboarding process.

Do I need a finance background to become a partner?

No. Most partners start with no prior experience in loans, insurance or taxation. Structured training during onboarding covers what you need to advise clients correctly.

How much investment is required to start?

The model requires a minimal investment to get activated, which is discussed transparently on your onboarding call along with what it covers. There are no hidden charges beyond what's explained upfront.

Can I run this alongside my existing job or business?

Yes. Many partners start part-time alongside an existing job, shop or practice, and scale up as their client base grows.

Am I restricted to one service category, like only loans?

No. The full catalogue — loans, taxation, insurance, banking, investment and more — is available to every partner. You can choose which services to focus on based on demand in your area.

What kind of support do partners get after launch?

Partners get ongoing access to their onboarding team, updated product training as new services launch, and marketing material to support client acquisition.

Start your own financial services business

Apply today and our partnerships team will walk you through the model, the minimal investment involved, and what onboarding looks like for your city.