Referral Programme



Anybody can become our Business Partner. You are at an advantage, if you have prior experience in financial services domain.

For us to partner with you, we expect you:

  1. To be efficient in all interactions with the client/prospect.
  2. To have a unique idea on how you intend to introduce new business to us.
  3. To not misrepresent/mislead any prospect/client with information other than what is available on our website.

Wish to apply to become our business partner, please fill out this Business Partner Form. Please include as much detail as possible before submitting. Our on boarding team will review your application and reach out to you.

Yes, upon approval each Partner must sign a partnership agreement in order to officially become a StockAxis business partner.

We don’t require any investments from you in terms of security deposits or setting up infrastructure or a membership fee unlike a traditional brokerage franchisee business.

The following documents are required when an Individual person registers as a Partner:

  1. PAN card copy
  2. Office / Residence Address Proof (Anyone)
    1. Voter Card
    2. Aadhar Card
    3. Bank Passbook
    4. Passport
    5. Driving License
  3. Bank Account Details Proof (Anyone)
    1. Cancelled Cheque with Pre-printed Name (showing MICR / IFSC Code)
    2. Bank Statement / Bank Passbook

Lead Registration Process

If we partner, it is most likely either because you have an existing database of clients/prospects or you have an idea which could potentially yield a database of prospects. In either case, the following will explain the process to be followed:

  1. You will update all your prospects as leads on our portal through an online form/link which will directly update the same on our backoffice. A lead will be qualified by the mobile number and email ID.
  2. Once on the backofffice, this lead will be mapped under you and as long as (less than 6 months from when the lead is updated by you) this lead subscribed our advisory services using the same mobile number and/or email id, he would be treated as your client.
  3. To promote business, you can either explain him/her our services or use the sales person/team assigned to you by us for the same.
  4. Coordinate with our sales team to ensure that his services have been started.

Once the lead is registered, partner can view, update, and track lead status via the partner login.


Commissions for the leads you bring in, are calculated monthly and are paid out at the 1st week of the next month. For all the paying customers you bring in, you will be paid within 30 days of receipt of all the payments received from the customer.

Payments are processed via bank transfer.

You can email us at anytime you have a question.


You will be rewarded monetarily based on the business generated by all the clients introduced by you.

Everytime, a valid lead becomes a subscribed member; you will be paid a part of the subscription amount as commission.

No. You are encouraged to bring in as many valid leads as you can.

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