Welcome to EduFund Partner Platform
The EduFund Partner Platform is a comprehensive B2B2C solution that empowers partners to onboard clients and manage their mutual fund and education loan services. Partners drive customer acquisition while clients seamlessly use EduFund's existing mobile application.
Platform Overview
The Partner Portal transforms EduFund's traditional B2C model into a scalable B2B2C ecosystem. As a partner, you act as an intermediary who onboards clients, manages their investment proposals, and earns commission on successful transactions. Your clients maintain the same user experience across all EduFund services through our unified mobile application.
Key Capabilities
Client Onboarding Partners can onboard clients through a multi-step verification process including mobile verification, KYC compliance, bank verification, and document collection. The system supports both KYC-compliant and non-KYC workflows.
Mutual Fund Management Create and manage investment proposals for your clients, track Assets Under Management (AUM), monitor SIP portfolios, and view commission earnings. Access a comprehensive fund discovery system with detailed performance metrics.
Education Loan Services Generate loan leads, track application status through the entire pipeline, monitor disbursements, and earn commissions on successful loan closures. Upload leads individually or in bulk through CSV templates.
Real-time Analytics Track your business performance with live dashboards showing client metrics, investment volumes, commission earnings, and lead conversion rates.
Partner Types
The platform supports three partner entity types, each with specific onboarding requirements:
Individual Partners Suitable for individual financial advisors and distributors. Requires ARN number, PAN verification, and basic KYC documentation.
Corporate Partners For registered companies and organizations. Additional requirements include CIN, GSTIN, and authorized signatory documentation.
HUF Partners For Hindu Undivided Family entities. Requires HUF PAN, Karta details, and family structure documentation.
Getting Started
Begin your journey by completing the product activation process:
- Register and Verify - Complete OTP-based authentication for mobile and email
- Activate Products - Enable Mutual Fund and/or Education Loan services
- Submit Documentation - Upload required KYC and verification documents
- Sign Agreement - Accept digital partner agreement
- Start Onboarding - Add your first client or loan lead
The platform provides progressive registration with auto-save capabilities, allowing you to resume the onboarding process at any step.
What's Next
Explore the Quick Start Guide to set up your partner account and begin onboarding clients. Review the detailed sections for Mutual Fund operations, Education Loan management, and dashboard analytics to understand the full scope of platform capabilities.