Help and Support

Help & Support – Partner App

Welcome to the Help & Support Centre for the Partner App. This guide is designed to assist you in getting started, resolving common issues, and maximising your earnings by helping customers invest.

---

Getting Started

1. Onboarding as a Partner

• Fill in your KYC and Bank details.
• Start onboarding customers.

2. Downloading and Logging In

• Download the app from the Play Store or App Store.
• Log in using your registered mobile number and OTP.

---

Customer Management

1. How to Onboard a Customer

• Tap on “Add Investor” > Enter details > Invitation shared with Investor.
• The Investor will be linked to your account.

2. Track Customer Investments

• Go to “My Investors”.
• Tap on a customer to view their investment summary, SIPs, and transactions.

---

Commissions & Earnings

1. How the Commission Works

• You earn a % on every successful investment by your customer.
• You also earn from sub-partners (if any) as per your hierarchy.

2. Commission Payout

• Commission is calculated monthly.
• Payout is made directly to your registered bank account.

3. View Commission Statement

• Go to “Earnings” > “Commission Report”.

---

Performance & Reports

1. Track Sales Performance

• View total investments, SIPs initiated, and customers onboarded.
• Monthly and daily views are available.

2. Download Reports

• Go to the “Reports” section to export commission and customer data.

---

Sub-Partner Management

1. Add Sub-Partners

• Invite via link or manually add it from the “Sub Partner” section.

2. Monitor Team Performance

• Check your sub-partner’s customer activities and earnings.

---

Security & KYC

1. Why KYC is Required

• Mandatory to comply with SEBI guidelines for MF distribution.

2. Update Your KYC

• Go to Profile > Enter PAN and AADHAR Details

---

Frequently Asked Questions

Q. I didn’t receive commission this month. What should I do?
Check if the customer investment was completed within the payout cycle and if your bank/KYC details are up-to-date.

Q. Can I change a customer’s partner tag?
No. Once mapped, a customer remains under the same partner unless re-mapped by the Admin.

Q. My customer’s KYC failed. What should I do?
Ask the customer to re-upload clear documents and resubmit.

---

Need Help?

Email Support:
support@indipe.in