Partner FAQ

Partner FAQ


Partner with FinVizer (PWF) is a program that enables you to list and sell your service or product on

Selling on is easy. First you list your profile with and indicate the services that you want to sell on marketplace. Customer sees your profile and makes an enquiry. FinVizer will schedule the customer  trial consultation with you and provide you will all the relevant customer information.

After the trial consultation, if the client chooses to avail your service, you can engage the client directly as per your regular process and charge your regular fees.

You can sell items in the following categories:

  1. Financial Planning
  2. Investment Advisory
  3. Portfolio Management – PMS
  4. Wealth Management

You don’t need a website to start selling on marketplace. Once you complete registration, you will have access to our Partnership team which will take care of listing your products on

Please complete the Partner Listing form. You will need the following information to register

  •  Your company details
  •  Your contact details – email and phone number
  • Basic information about your business
  • VAT/CST/Service tax Details are NOT mandatory and need to be provided after registration

Fees and Charges

Zero. FinVizer does not charges any fees and is our platform is absolutely free to use.

You are free to cancel or delist anytime. Just drop an email to partner (at) finvizer (dot) com

You will recieve the payment directly from the customer into your bank account. FinVizer is not liable for customer payments. However, we can follow-up with the customer as a value-added service to our esteemed advisors.