Advisors · MFDs · Workplace channel

Saventh for advisors and mutual fund distributors

Grow AUM with workplace employer pipelines, compliant client onboarding, and BSE Star MF execution — not another generic transaction terminal.

Indian advisors win when they meet clients **where they already trust benefits**: at work. Saventh combines HR-led financial literacy, zero-cost employer programmes, and your EUIN-tagged advice — on infrastructure operated under **AMFI ARN 324457**.

Are you an HR?

Saventh partner programme for workplace financial literacy

Why MFDs and advisors partner with Saventh

Keywords: workplace MF advisor India, employer referral MFD

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Workplace pipeline

Introduce Saventh to HR; literacy sessions warm employees before your first advisory conversation

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Client baskets & models

Publish model portfolios; clients invest with clarity on risk and goals

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EUIN traceability

Orders tagged to your registration; audit-friendly reporting

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Engagement, not churn

Learn app quests keep clients active between review meetings

What you can do in the advisor portal

Full feature access depends on partner agreement tier.

Next step: Partner login.

Capability	Description
Client invitations	Email/SMS invite links with your EUIN association
Model baskets	Curated fund sets for goals — tax, retirement, balanced
Workplace referrals	Track employer introductions from your network
Order monitoring	SIP registrations, lumpsum, STP/SWP where enabled
Statements & reports	Client-level and book-level aggregates
Compliance copy	Pre-approved risk disclaimers in client journeys

How workplace referrals work for advisors

1. **You introduce Saventh to HR** — Zero-cost employee benefit; literacy sessions included.

2. **Employer goes live** — Employees access Saventh Learn and workplace SIP tooling.

3. **Employees opt into advisory** — Clients associate with your EUIN for personalised baskets (where permitted).

4. **You advise; Saventh executes** — Orders on BSE Star MF with compliant documentation.

Also see `/employers` for employer-facing pitch materials and `/employees/introduce-to-hr` for employee advocacy paths.

1. **You introduce Saventh to HR** — Zero-cost employee benefit; literacy sessions included.

2. **Employer goes live** — Employees access Saventh Learn and workplace SIP tooling.

3. **Employees opt into advisory** — Clients associate with your EUIN for personalised baskets (where permitted).

4. **You advise; Saventh executes** — Orders on BSE Star MF with compliant documentation.

Also see `/employers` for employer-facing pitch materials and `/employees/introduce-to-hr` for employee advocacy paths.

Compliance — your registration, Saventh's infrastructure

Saventh is an **AMFI-registered distributor (ARN 324457)** providing technology and order routing. Advisors and MFDs must:

Compliance line: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Saventh is an **AMFI-registered distributor (ARN 324457)** providing technology and order routing. Advisors and MFDs must:

Compliance line: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Maintain valid **AMFI registration** and renewals
Conduct **Know Your Client (KYC)** and suitability as required
Avoid **return guarantees** in client communications
Route grievances through `/grievance` and AMFI escalation when needed

How to onboard as a Saventh advisor partner

1. **Apply** — `/partners/apply` with AMFI ARN/EUIN details.

2. **Verification** — Saventh validates registration status.

3. **Agreement** — Commercial terms and compliance acknowledgements.

4. **Portal training** — Short onboarding for baskets, invites, and workplace referrals.

5. **First employer or client** — Launch with a pilot cohort; scale from literacy session outcomes.

Next step: Apply now.

1. **Apply** — `/partners/apply` with AMFI ARN/EUIN details.

2. **Verification** — Saventh validates registration status.

3. **Agreement** — Commercial terms and compliance acknowledgements.

4. **Portal training** — Short onboarding for baskets, invites, and workplace referrals.

5. **First employer or client** — Launch with a pilot cohort; scale from literacy session outcomes.

Next step: Apply now.

Advisor and MFD FAQs

See **Page FAQs** below.

Frequently asked questions

Can non-AMFI registered individuals use the advisor portal?

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No. The advisor track requires valid AMFI registration or affiliation under a registered ARN, verified during `/partners/apply`.

Does Saventh compete with advisors for clients?

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Saventh provides platform infrastructure and optional robo-style journeys. Advisor partners retain client relationships through EUIN association and agreed commercial models.

What trail or revenue share do advisors receive?

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Commercial terms are shared after application review based on book size and workplace referral volume — not published on marketing pages.

Can I use Saventh only for retail clients without workplace employers?

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Yes. Many advisors use client invitations and baskets without workplace programmes, though workplace is Saventh's differentiated pipeline.

How is Saventh different from other MF transaction platforms?

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Saventh adds employer literacy programmes, HR trust, and Learn engagement — not just order entry. See `/partners` for the full partner ecosystem.

Ready to grow your book through workplace wellness?

Join advisors using Saventh's employer pipeline and advisor portal across India.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Saventh Investment is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Saventh Investment makes no warranties or representations, express or implied, on products offered through the platform of Saventh Investment. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

AMFI Registered
ARN - 324457