Build your own financial services business, backed end to end.
A B2B franchise model for individuals and businesses who want to offer loans, insurance, tax filing, and 70+ financial services under an established network — with minimal investment and full backend support.
Network Snapshot
Live partner overviewThree ways to build under the Shanmahika network.
Every model runs on minimal investment — pick the one that matches how deep you want to go, then apply.
From application to your first client, in four steps.
The same path every partner follows, tracked from day one.
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01
Apply with your details
Share your city, background, and the partner model you're interested in.
In progress -
02
Onboarding & training
Our team walks you through products, systems, compliance basics, and the partner portal.
Pending -
03
Start referring clients
Use the partner platform to log enquiries and track every case in real time.
Pending -
04
Grow with backend support
As cases close, our specialists continue handling execution while you focus on growth.
Pending
You bring the local relationships. We bring everything else.
A complete backend so you never have to handle execution alone.
Structured training
Product knowledge, compliance basics, and platform walkthroughs before you go live.
Dedicated support desk
A direct line to our specialists for every case you bring in, at every stage.
Partner portal access
Track enquiries, approvals, and payouts in one dashboard, in real time.
Marketing collateral
Ready-to-use materials to help you promote services in your local market.
Every category in our network, available to every partner.
Start with one category or offer the full range — the choice is yours.
Built for individuals and businesses alike.
Two common partner profiles — see where you fit.
Individual Partners
- Agents, DSAs, and financial consultants
- Insurance and mutual fund advisors expanding their offering
- Working professionals looking for a side business
- Anyone with strong local relationships and networking ability
Business / B2B Franchise Partners
- Existing CA, CS, or accounting firms
- Cyber cafés and document service centres
- Real estate and property consultants
- Entrepreneurs looking to set up a dedicated branch
Frequently asked questions.
Every partner model runs on a minimal investment. Exact requirements depend on the model and scale you choose, and our team walks you through this after you apply.
No prior experience is required. We provide complete training on products, compliance, and the partner platform before you start referring clients.
Yes, many of our partners run this as an addition to an existing CA firm, real estate practice, or consultancy — it's designed to complement, not compete.
The individual model suits someone referring clients on their own, while the franchise model is built for setting up a dedicated branch with a team under the Shanmahika network.
Most partners complete onboarding and training within about a week, and can start referring clients immediately after.