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Mutual Fund & SIP · Refer & Earn

Mutual Fund & SIP Refer & Earn

More people start a SIP every month. Share an investment platform's official sign-up link, the customer completes KYC and the step the campaign asks for (such as starting a SIP), and you earn a commission.

  • You share the platform's link, the customer decides
  • Track KYC Pending, SIP Pending, SIP Started
  • Good for finance creators and groups
How it works

How to earn from mutual fund & sip referrals

  1. Step 1

    Join and get verified

    Register free with Aadhaar, PAN and a selfie. After KYC approval you get your Agent ID.

  2. Step 2

    Share a mutual fund & sip campaign

    Request the campaign in the app, then share your personal tracking link with people who need it.

  3. Step 3

    Earn on approval

    The customer applies directly with the partner. When the result is approved, the commission is credited to your wallet.

Why customers say yes

  • An easy app to invest in mutual funds
  • SIP from small monthly amounts
  • Paperless KYC

Who to share it with

  • People who want to start saving every month
  • Young professionals
  • Finance-focused social media audiences

What the customer keeps ready

  • PAN card
  • Aadhaar
  • Bank account for the SIP mandate
Live tracking

When is a lead approved?

Usually after KYC and the first investment or SIP instalment, as written in the campaign.

Pending stages never move money. Your wallet is credited once, only when the lead is Approved.

Pending stages you may see
Account OpenedKYC PendingSIP Not StartedSIP PendingInvestment PendingMandate Pending
Paid as Approved
SIP StartedFirst Investment DoneApproved
Common rejection reasons
KYC mismatchDuplicate customerNot eligibleCustomer dropped / not interestedIncomplete application
Tips

Get more approvals, the right way

Do not recommend a specific fund or promise returns. Only share the platform's link.

Explain that mutual fund investments are subject to market risk.

हिंदी में समझें

म्यूचुअल फंड / SIP रेफर करके कमाई

इन्वेस्टमेंट ऐप का आधिकारिक लिंक शेयर करें। ग्राहक खुद KYC और SIP शुरू करता है। शर्त पूरी होने पर कमीशन आपके वॉलेट में। किसी फंड की सलाह न दें।

FAQ

Mutual Fund & SIP refer & earn: questions

Do I need an AMFI registration (ARN)?

You are not selling or advising on any fund. You share a platform's official sign-up link under its referral campaign; the customer chooses and invests on the platform. Never give fund advice or promise returns.

When is a mutual fund lead approved?

When the customer completes the step the campaign pays for, often the first SIP or investment. Until then you see a pending stage such as SIP Pending.

Start earning from mutual fund & sip referrals

Register free in a few minutes from your phone. No joining fee, no targets to start.