Every financial journey begins somewhere.
My career. My home. My family. My future.
Life’s biggest moments need a trusted partner.
Now, you can be that partner.
MY FIINBOX
PARTNER NETWORK · LAUNCHING SOON
One dashboard to run your business.
MY FIINBOX is a new kind of financial relationship platform. We are opening early access for advisors, agents and franchise partners. Six pillars: Borrow, Invest, Protect, Save, Premium Finance and Transact. Be among the first to know.
ABOUT MY FIINBOX
A new kind of financial relationship.
Today, loans, insurance, funds, savings and advice sit with different providers. MY FIINBOX brings them together around life’s real goals: my career, my home, my family, my future. As a partner, you are at the centre of that journey.
ONE PLATFORM. SIX PILLARS.
Everything your clients need, in one place.
Loans, insurance, funds, savings, premium financing and everyday banking are scattered across many providers. MY FIINBOX connects them to real-life goals, and puts you at the centre.
⌂
Borrow
Home, personal, business and education loans.
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Invest
Mutual funds, SIPs, gold and more.
◈
Protect
Life, health and motor insurance.
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Save
FDs, bonds, NPS, PPF and more.
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Premium Finance
Insurance Premium Financing, to spread the cost of premiums.
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Transact
AePS, UPI, Cash Point and Micro ATM services for everyday cash and payments.
FOR PARTNERS
Built for the way you work.
A single dashboard that replaces spreadsheets, scattered portals and manual follow-ups.
Product catalogue
Browse and offer a growing range of financial products from one place.
CRM
Track leads and clients across their entire financial journey.
Reports & earnings
See performance and earnings clearly, across every product pillar.
Open to advisors, agents and franchise partners.
HOW IT WORKS
Join in three simple steps.
Registering interest takes about 20 seconds.
1
Register your interest
Fill in the short form with your name, mobile number and preferred plan.
2
We connect with you
Our team contacts you personally as we open the partner network.
3
Onboard and start
Set up your plan, get your dashboard and begin serving your clients.
PARTNERSHIP PLANS
Choose your partnership
Two clear entry points designed for rapid adoption.
Launch offer: first 3 months free on both plansSTANDARD
For partners starting out
₹5,000 + GST
One-time setup, then ₹499 + GST / month after 3 free months
- Standard platform with essential features
- Starter branding and merchandising kit
- Standard onboarding and support
- Data and lead support not included
RECOMMENDED · PRIME
For partners building a strong local presence
₹25,000 + GST
One-time setup, then ₹999 + GST / month after 3 free months
- Full core platform with CRM and all partner benefits
- Larger office set-up support: signboard, banners and full merchandising
- Data and lead support: up to 500 leads a month through the year, as per availability at your location
- Priority onboarding and support
All prices are exclusive of GST at the applicable rate. Lead volumes are indicative, up to the stated limit and subject to availability at your location. Terms and conditions apply.
QUESTIONS
Frequently asked questions
Who can join?
Financial advisors, insurance agents, loan agents and DSAs, and franchise partners.
What do the first 3 months free mean?
Both plans include the first 3 months free of the monthly fee. The one-time setup fee applies as shown on the plan.
What is the difference between Standard and Prime?
Standard gives you the platform with essential features and a starter branding kit. Prime adds the full core platform with CRM and all partner benefits, larger office set-up support, data and lead support, and priority onboarding.
Are the prices inclusive of GST?
No. All prices are exclusive of GST at the applicable rate.
What happens after I register my interest?
Our team will connect with you personally as we open the partner network. Registering interest does not commit you to anything.
EARLY ACCESS
Join the first partners
Registering interest is quick. Our team will connect with you personally as we open the partner network.
Takes 20 seconds. Be among the first partners to join MY FIINBOX.
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