Digi-Partner is a business model for aspiring entrepreneurs in the financial intermediation space. As the name suggests, Digi-Partner is a unique partnership model where your End to end business right from acquiring clients, account opening, business operations, product suggestions, advisory product Investments and moderation is done digitally.
- Entrepreneurs /Employees associated with Financial Services
- Independent Financial Advisors
- DSA (Direct selling agent) of Bank & Financial institutes
- RTO/Real Estate/Insurance/Post Office Agent
- Tax Consultants / Practicing CA / CS
- MF Agents
- Architect / Builders/ Grocery / Commodity merchants
- Corporate Executives/ MBA Students
- Budding Entrepreneurs
Benefits of Joining Motilal Oswal as Digi Partner :
- No compulsion of office infrastructure
- Minimum refundable deposit
- Easy client account opening + lucrative brokerage
- Dedicated Apps for Trader & Investor Clients + Dedicated app for Business Partners
- Call-N-Trade dealing service support
- Online Funds & Securities pay-in and pay-out facility
- Client wise Surveillance & RMS facility
- Wide array of assets classes & advisory products
- Exclusive Reactivation &HNI client dealing support desk
- Personalized Advisory support for all segments
- Advisory & Business Development support
- Branding & Marketing collateral support
- 24/7 Back Office support
- Extensive training support
- Trade confirmation to clients through voice blast & ECN (Electronic contract note)
How we can help you build your Business?
- Comprehensive onboarding support
Dedicated regional language advisory and business development desk, dedicated onboarding desk of operations team, knowledge support for better understanding of systems and processes.
- Extended business development support
Dedicated product specialist and personalized meetings of the experts, Client acquisition support, Regular Business Development Workshops, Exclusive Client relationship management software for business partners and staff, Branding Support, regular training, and knowledge building initiatives.
- Technology support with Uppermost
100% paperless e-KYC account opening, Advisory Dashboard, Comprehensive Business Summary, Suggest Me Tool, Instant access to important reports and much more
- Dedicated reactivation desk
MOSt Select, a premium advisory desk initiated to cater to your HNI clients and Retail reactivation Desk dedicated to catering to your retail clients.
- Multiple asset classes to cross-sell
Equity, Commodity, Currency, MF, PMS, Private Equity, Real Estate Funds, Fixed income products, Housing Finance, Digital Gold (Me-Gold), Government Bonds, Insurance, etc.
- Rewards & recognition
National & Regional Awards for best-performing partners, Induction in Hall of fame for consistent performers, Regular rewards for various business parameters