Referral & Channel Partner Program

Add more value to your client relationships — refer loan requirements to SGFS and earn a payout on every successful case.

Built for trusted advisors whose clients need financing

SGFS’s Channel Partner Program is built for Chartered Accountants, tax consultants, financial advisors, insurance agents, real estate professionals, and other trusted advisors whose clients regularly need loans or financing support. As a partner, you refer clients to SGFS, and our team takes care of the rest — product matching, coordination with our Banks and NBFC partners, documentation, and disbursal — while you earn a payout on every successful case, without adding to your own workload.

It’s a simple way to add more value to your existing client relationships and create an additional revenue stream, backed by SGFS’s multi-lender network and processing support.

You refer. We handle the rest.

Product matching

Coordination with Banks and NBFCs

Documentation and follow-ups

Disbursal

How It Works

From registration to payout, in five steps

1

Register

Sign up as an SGFS Channel Partner in a few minutes.

2

Refer

Share a client’s loan requirement with our team, online or through your relationship manager.

3

We Take It Forward

SGFS assesses the requirement, matches the right Bank/NBFC, and manages documentation and follow-ups.

4

Disbursal

Once the loan is sanctioned and disbursed, the case is marked complete.

5

Payout

You receive your referral payout as per the agreed structure.

Why advisors partner with SGFS

Transparent, timely payouts on every successfully disbursed case

No cap on the number of clients you can refer

Dedicated relationship manager for partner queries and support

Regular status updates on your referred cases

Access to SGFS's full product suite — Home Loans, Business Loans, LAP, Export Finance, and more — for your clients

Marketing and collateral support to help you introduce SGFS to your network

Payouts tied to the disbursed loan amount

Payouts are structured as a percentage of the disbursed loan amount and vary by loan product and lender. The applicable payout structure, and any minimum criteria, are shared in detail at the time of partner onboarding.

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