Refer a friend to invest in Mutual Funds through ClearTax & earn Rs 500 per referral

  • Fill out the form
  • We’ll contact your referral
  • If they make a successful investment, you’ll receive Rs 500 in your PayTM wallet

Help your friends to invest & earn!

Your Phone Number

Your Email ID

Your Friend’s Phone Number

Your Friend’s Email ID

What is ClearTax Referral Program

ClearTax users can now refer anyone to start investing with us. Once your referrals invest, you will get Rs 500 per referral.

How will ClearTax Referral Program work?

  • Refer friends and family
  • Invite using mail id or social media
  • We will notify you once your referrals invest through ClearTax
  • We will send Rs 500 per referral in your Paytm account
Start invest with as low as 500

Why to invest in mutual funds?

Grow your wealth and secure future
Get higher returns as compared to FD or RD
You can withdraw your investment any time
There is minimum or no lock-in period
Investment will be professionally managed

Why ClearTax Invest?

Invest as low as Rs 500
Expert researched & hand-picked funds available
Track all your investments on one dashboard
Thoroughly researched best funds available
Data is safe & secure – 128 Bit bank grade SSL
  • What are the terms & conditions for the referral program?
    Click here to know about the terms & conditions for referral program.
  • How can I refer my friends?
    Invite via email: Enter the email addresses of the people you know, or invite all your Gmail contacts. ClearTax only lets you send invitations to people who are not already registered with ClearTax. Share on Facebook/Twitter: Post and tweet the world on Facebook and Twitter.
  • What qualifies as a successful referral?
    The referee must be a new user to ClearTax. The referee must accept the invitation and then invest with ClearTax. If two people refer the same person, the sender of the email to which they accept the invitation gets the reward.
  • What is ClearTax Invest referral program?
    Any ClearTax user can invite their friends and family to invest with ClearTax availed mutual funds. Once the referred individual completes investing with ClearTax, you will get Rs 500 reward point in your Paytm account.
  • How do I get in touch with ClearTax?
    If you are facing any issue with referral rewards, mutual fund investment or need assistance, mail us at