PARTNER PROGRAMME
Help Your Clients Protect Their Legacy. Earn While You Do It.
ZenoLegacy's partner programme gives IFAs, MFDs, banks, and wealth managers a new revenue stream — while solving one of your clients' most overlooked financial needs.
THE GAP IN EVERY FINANCIAL PLAN
Your clients trust you with their wealth. But who's protecting it after they're gone?
< 5%
of Indians have a Will — your clients are in the 95%
Inc42, 2025
₹1.5L Cr
lying unclaimed — your clients' families are at risk
ET Wealth
1 in 3
civil disputes are inheritance-related
Daksh, 2017
WHO WE PARTNER WITH
Built for the professionals clients already trust.
MFDs & IFAs
You have
- Deep trust with clients built over years
- Full visibility into assets and financial goals
- Regular touchpoints through portfolio reviews
You get
- Revenue share on every client conversion
- Co-branded landing page with your firm name
- Real-time partner dashboard for tracking
Banks
You have
- Largest client base across demographics
- Existing KYC and account infrastructure
- Multiple product cross-sell opportunities
You get
- Co-branded or white-label estate planning module
- Revenue share on every activation
- API integration option for seamless embedding
CAs, CS & Lawyers
You have
- Clients at critical wealth events — exits, succession, tax filing
- Trusted advisory relationship
- Natural estate planning conversations
You get
- Flat referral fee + ongoing revenue share
- No extra compliance burden
- Marketing materials and onboarding support
Wealth Managers & Family Offices
You have
- HNI and UHNI clients with complex estates
- Multi-generational wealth planning mandates
- High-touch advisory model
You get
- White-glove partner portal
- Dedicated relationship manager
- Trust and family governance referral pathway
PARTNERSHIP MODELS
Choose how you work with us.
| Model | How it works | Best for |
|---|---|---|
| Revenue Share | Earn a percentage of subscription revenue for every client you refer who activates a ZenoLegacy plan. | IFAs, MFDs, wealth managers with ongoing client relationships |
| Co-Branded Experience | Offer estate planning under your brand. We power the platform; your clients see your logo and colours. | Banks, large advisory firms, and wealth platforms |
| Flat Referral Fee | Get a one-time payout for every qualified referral that converts, with no ongoing tracking needed. | CAs, lawyers, and professionals who prefer simplicity |
Most partners combine models to maximise revenue and flexibility.
WHY PARTNERS TRUST US
What you're offering your clients.
Lawyer-reviewed Wills
Every Will is built using templates drafted and reviewed by practising lawyers, ensuring legal validity under Indian law.
All asset classes covered
Mutual funds, real estate, bank accounts, gold, crypto, insurance, business equity — one platform covers everything.
Nomination audit built in
We flag mismatches between nominees and intended beneficiaries so families avoid disputes.
DPDP Act 2023 compliant
All client data is handled in full compliance with India's Digital Personal Data Protection Act.
APPLY NOW
Apply to become a ZenoLegacy partner.
We review every application and respond within 2 business days.
Thank you — our partnerships team will reach out within 2 business days.
FREQUENTLY ASKED QUESTIONS
Common questions from partners.
No minimum. Whether you manage 10 families or 10,000, you can join.
Each partner gets a unique referral link. Clients who sign up through your link are permanently attributed to you.
Revenue share is calculated monthly and paid within 15 days of month-end to your registered bank account.
Yes. Our Co-Branded Experience model lets you white-label ZenoLegacy with your logo and branding.
No. ZenoLegacy handles all legal review, data protection, and compliance. You focus on the client relationship.
All partners receive onboarding training, product walkthroughs, and marketing materials.
ZenoLegacy provides direct customer support. Your clients can reach us via email or in-app chat.