What You Get as a Partner
Complete digital office with ready-to-use tools, automation and support systems
Custom CRM Dashboard
Track enquiries, leads, follow-ups and conversion status for loans, taxation and government schemes in one centralized platform
- Lead capture & management
- Customer database & history
- Follow-up reminders & alerts
- Performance reports & analytics
Loan Processing System
Complete loan file management - capture details, upload documents, create files and forward to mapped lenders with tracking
- Document checklist & upload
- Bank/NBFC mapping system
- File status tracking
- Commission calculation & reports
AI-Based Assistance
Smart prompts for eligibility hints, communication drafts and basic query responses - reduce manual work significantly
- Auto eligibility calculator
- SMS/Email templates
- Document requirement prompts
- Common query auto-responses
PAN & Digital Banking Services
Dedicated panels to manage PAN card services, account opening assistance and digital banking work in structured manner
- PAN application & correction
- Account opening coordination
- KYC verification support
- Digital banking activation help
MSME & Govt Scheme Support
Ready templates, document checklists and status tracking for MSME registration, Mudra, PMEGP and similar programmes
- Udyam/MSME registration tools
- Project report templates
- Scheme eligibility checker
- Government filing coordination
Customizable Panels
Turn services on/off based on your focus area - only loans, loans + banking, or full financial services center setup
- Flexible service modules
- Custom branding options
- Multi-user access control
- Scale from 1 person to team
Services You Can Offer
Become one-stop solution for all financial & business needs in your area
Loan Consultation
- Personal, business, car, home and Loan Against Property (LAP) support
- Government-linked loans for MSME, Mudra, PMEGP and other schemes
- End-to-end assistance from enquiry to file login and disbursement
- Profile-based product selection from tied-up banks and NBFCs
- Documentation checklist and file preparation guidance
- Earn commission on every successful loan disbursal
CA & Taxation Services
- ITR filing, GST registration and basic compliance coordination
- Business registrations (proprietorship, partnership, small entities)
- Income proof and financials support for loan files
- Work routed through qualified CA/tax professionals
- Option to add local CA partners in your city
- Service charges + commission on each case
Government Scheme Support
- MSME/Udyam registration and certificate support
- Guidance for Mudra, PMEGP and similar schemes as per norms
- Project report templates and documentation checklist
- Filing coordination with banks and concerned offices
- Awareness campaigns for local small businesses
- Earn through documentation & coordination charges
Banking & Digital Services
- PAN card related services and KYC guidance
- Utility, mobile, DTH, broadband, FASTag and insurance bill payments
- Assisted savings account, Demat & trading account onboarding
- Digital banking app / UPI / net banking activation support
- Everyday banking needs for individuals and small businesses
- Margins & incentives on every transaction
Retail & Essential Services (Optional)
- Mobile recharge, DTH recharge and small-ticket utility services
- Local business payment collection support
- Add-on services to increase customer footfall
- Cross-sell loans, taxation to same customer base
- Configurable as per your location and focus
- Additional income from repeat transactions
Commission-Based Earning System
Multiple income streams from the same customer base - Start instantly, no complex approvals!
Loan Commissions
Commission share on disbursed loans (personal, business, car, home, LAP, MSME) as per product and lender slab
Service Charges
File-handling or service fees for documentation and consultation where allowed under local guidelines
Digital & Retail Services
Margins and incentives on recharge, bill payments and digital services processed through panels
Team & Sub-Agent Network
Build your own local field/DSA network and share commissions on files sourced through your center
Who Can Become a Partner?
This opportunity is perfect for various profiles looking to start or expand their business
Existing Shop / Office Owners
Retailers, travel agents, CSC operators, cyber cafes or small office owners who want to add financial services and increase income from existing customer base
Finance & Sales Professionals
People already working in banking, insurance, NBFCs, real estate or direct sales who want their own multi-product platform and business independence
New Entrepreneurs
Freshers or young entrepreneurs seeking low setup cost, high repeat-income business with long-term potential and scalability
Tier-2 / Tier-3 City Aspirants
Individuals in smaller cities or rural areas who want to bring organized financial services closer to local customers and fill the market gap
How Your Day-to-Day Operations Run
Simple workflow from lead capture to commission payout
Lead & Walk-in Capture
Add customer details from phone calls, referrals, WhatsApp or walk-ins directly into CRM with basic requirements noted
Product Mapping & Documents
Use AI prompts and experience to match right product, then follow ready document checklists to complete the file
Submission & Tracking
Submit applications through provided panels and track status, pending documents, reverts and approvals inside dashboard
Payout & Reporting
View closed cases, approved disbursals and expected commissions. Access performance reports to plan growth
Frequently Asked Questions
Common questions about the partnership model
Do I need a big office to start?
No! You can start with a small desk setup or even work from home initially. As your business grows, you can expand to a proper office. Many partners start with 100-200 sq ft space.
What investment is required to start?
There's no big franchise fee. You need basic infrastructure (computer, internet, printer) and initial working capital for local marketing. Exact commercial terms are discussed during one-to-one conversation.
Is prior banking or finance experience compulsory?
No, not mandatory. We provide training on products, processes and system usage. However, if you have sales, customer service or finance background, it helps you get started faster.
How soon can I start earning?
You can start generating enquiries from day 1 after onboarding. First commission comes when your first loan case gets disbursed, which typically takes 15-30 days depending on product and documentation speed.
What support will I get after joining?
Complete training on platform usage, product knowledge sessions, documentation guidance, dedicated support team for queries, regular updates on new products and marketing materials for local promotion.
Ready to Start Your Financial Services Business?
Join PK Finance partner network and launch your all-in-one financial & business services center. Get complete digital infrastructure, expert support and start earning from day one!
Office: PK Finance, Rajauli, Nawada, Bihar – 805125 | Email: sujeetkumaamr150487@gmail.com