Become Our Partner with Steadyincome.in?

The Steadyincome.in Partner Portal is an online platform designed for financial professionals to manage fixed income investments for their clients. It offers a range of tools and resources to help partners streamline client onboarding, manage investments, and track earnings.

Any individual or company involved in financial advisory or investment services can become a partner. The platform is ideal for those who want to offer fixed income investment options to their clients.

To register, visit the provided URL, select whether to register as an individual or a company, and complete the registration form with your basic details, including your name, email, mobile number, and PAN card information.

After your registration is verified, you will receive a welcome email containing your username, password, and the login URL. Use these credentials to access the Partner Portal.

Click on the "Forgot Password" link on the login page. Enter your registered email address, and you will receive instructions on how to reset your password.

To onboard a new client, log in to the Partner Portal, go to the dashboard, select the "Investor" icon, and enter the client’s basic information, such as name, email, and mobile number. You can also upload client details via a CSV file.

Yes, a sample CSV file is available on the platform. Partners must ensure that their CSV file follows the provided format to successfully upload client details.

After onboarding your client, browse the available fixed income products on the dashboard. Select the desired product, enter the investment amount, and share the information of the same with your client. The client will pay the amount, and we will confirm the transaction details with the client. You will be able to see the same on your dashboard.

Yes, the Partner Portal allows you to monitor the performance and status of all investments made on behalf of your clients through a comprehensive dashboard.

Commissions are calculated based on the investment products chosen and the investment amount. The rates are competitive and are designed to maximize your earnings.

Commissions are typically credited to your account right after the services provider pays the commission amount to Steadyincome. Generally, it takes 30-45 days.

Steadyincome.in offers dedicated customer support, including assistance with technical issues, investment queries, and platform navigation. Marketing and training resources are also provided to help grow your business.

Training materials, including webinars, guides, and tutorials, are available in the resource section of the Partner Portal. You can access them anytime to enhance your knowledge and skills.

The Partner Portal uses advanced security protocols to ensure that all transactions and client data are secure. The platform is also paperless, reducing the risk of fraud and making the process more efficient.

Yes, Steadyincome.in employs strict data protection measures to ensure that all the personal information of a client is kept confidential and secure. Moreover, we do not store any KYC data or documents of a client on our platform.