Wide Range of Financial Products
Offer best-in-class financial products to your customers.
Trusted
Partner Network
Start Your Own Financial Agency With 100+ Banking & Financial Products
Access Credit Cards, Loans, Savings Accounts, Demat Accounts and more through a single partner platform.
Agency Products
Who Can Join
Perfect For
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Freelancers
Start offering financial products to your existing clients and network.
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Loan Agents
Manage customer applications and expand product access through one dashboard.
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Telecallers
Generate and track leads with structured onboarding support.
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Sales Teams
Build your own financial distribution workflow with team management access.
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Small Agencies
Scale operations using agency dashboard, lead tracking and reporting tools.
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Digital Marketers
Run campaigns, generate financial leads and manage conversions efficiently.
No large office setup required.
Start with your existing network and grow gradually with operational support.
Your Agency Journey - Simple Steps to Success
Join UpGro Finserve Partner Network and grow your business with full support.
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Apply
- Fill the simple application form with your basic details.
- Submit your request to start onboarding.
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Team Will Contact You
- Our team reviews your application.
- You receive a call for basic discussion.
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Documents Verification
- Submit required documents.
- Our team verifies your details.
- Get verification confirmation.
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MOU Signing Process
- Review the partnership terms.
- Complete the MOU signing process.
- Move ahead with agency activation.
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Agency Setup
- Agency account is created.
- You get your Agency ID.
- Welcome kit & guidelines are shared.
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Basic Training & Guidance
- Understand products and process flow.
- Learn how to manage leads.
- Get basic guidance from the team.
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Dashboard Access
- Login to your Agency Portal.
- Explore dashboard features.
- Access financial products & tools.
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Add Team Members
- Add your team members.
- Assign roles & permissions.
- Build your sales team.
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Submit Customer Leads
- Submit customer applications.
- Our team processes the leads.
- Track lead status in real-time.
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Track Sales & Performance
- Track sales, leads & earnings.
- Monitor team performance.
- Get reports & payouts on time.
Complete onboarding process may take approximately 24-48 hours.
Grow Your Agency
Grow Your Income
We provide the platform, tools and support - You focus on growth!
High Commissions & Rewards
Earn attractive commissions on every successful lead.
Real-time Tracking & Reports
Track everything in real-time with clear reports & insights.
Dedicated Support Team
Get support at every step from our expert team.
Secure & Trusted Platform
Bank-grade security and trusted by 1000+ agencies.
