Collaborate. Advise. Grow
ClearTax Partnership Program
- Earn Rs. 1000 for each successful referral
- Best in class commission structure (1-1.15 % on equity)
- No joining Fees for partnering with us
- Get a dedicated personnel to handle queries and all round training
- Individual dashboard for the clients to track investments
Trusted by 6,00,000+ Businesses, CAs & Tax Experts
Why ClearTax Invest
- Be a trusted partner in mutual fund investments
- Get trailing commission of 1% – 1.15% on equity funds
- Get a dedicated personnel to all support querie
- Manage and track activities on one dashboard
- Get individual dashboard for the clients to track investments
- Do e-KYC works with your Aadhar card and that’s all!
MULTI ASSET PORTFOLIO REPORT
One window view of all your clients’ assets. Right from Mutual Funds to Stocks, Fixed/Recurring Deposits, Insurance Policies, PPF, NSC, Tax Free bonds etc.
POWER-PACKED FINANCIAL PLANNING
Equipped with industry’s best goal based planning tool to help you retain & increase AUM. Bundled with insurance planning, asset allocation, risk profiling and much more.
SEAMLESS ONLINE TRANSACTIONS
Built on top of NSE-NMF. World class user interface designed to give your clients a truly breathtaking experience. Seamlessly integrated with reporting and planning modules.
INTEGRATED BILLING & INVOICING
A powerful system that is seamlessly integrated with Reporting, CRM, Planning, Transactions. No more third party software to manage your billing
RETAIN YOUR IDENTITY
ClearTax invest is a completely white labeled solution. Which means, you retain your identity. Your clients login to your portal knowing that they are dealing with you and not with ClearTax Invest
MULTIPLE TEAM MEMBER LOGIN
Have a bigger team at your office? Multiple offices? We’ve got you covered. Now create team members and allow them to login and manage their tasks, clients, reports and much more.
CLEARTAX ONE BRAND MULTIPLE FINANCIAL PRODUCTS
Cleartax aims at providing all the financial needs under one platform and therefore it oers multiple products under one umbrella ClearTax
- ClearTax Loans
- ClearTax TDS
- ClearTax Taxcloud
- Fixed Deposit & more