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Zreya in Sanskrit is “TRUST”. We at Zreya empowers financial advisors with the right technology tools to build your practice. As a financial advisor you can focus on spending your time with advising clients and we at Zreya do the heavy lifting of empowering you with right technology tools.
Our platform assists you starting with establishing a digital brand with a professional financial website, tools for on boarding your clients, creating a goal based financial plan, transactional platform for implementation of the financial plan, track and review the progress of financial plan real time.
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Operations Commenced On 2021
Distribution Commenced On 2023
Types of Channels | Investment (If any) | Margin / Commissions | Area Requirement |
---|---|---|---|
Distributor | Rs. 10000 - 50000 | 30% | NIL |
Anticipated percentage return on investment 60 %
Likely pay back period of capital for a Channel Partner 1-6 Months
Uttar Pradesh
Kerala, Karnataka, Tamil Nadu
- NA -
Rajasthan, Goa
Madhya Pradesh, Bihar
Pondicherry
Do you have a standard dealership agreement? Yes
How long is the dealership term for? 2 Years
Is the term renewable? Yes
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