Co-branded mutual fund experience for approved partners

Evaluate a Saventh-powered co-brand model for eligible Indian partners with clear branding, user journey, technology, regulated roles, data responsibilities, commercial terms and support ownership. Availability depends on approval and scope.

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What is the Saventh co-brand model?

It is a partner-branded experience in which approved components may be provided by Saventh and other identified providers. Onboarding, KYC or e-sign, mutual-fund distribution, order routing, payments, records, reporting, support and grievances are assigned to named entities in the written scope—not implied as a single “full stack”.

What can be included

Branded surface

Approved domain, app or subdomain presentation.

Education and catalogue

Content or Saventh Learn and scheme information when licensed.

Onboarding journeys

KYC, e-sign, SIP or lumpsum and goal journeys where configured.

Reporting

Dashboards and records owned by the named provider.

How the experience and data flow work

A typical path covers user entry, authentication, consent, KYC, order or execution, payment, confirmation, records, analytics and support. For each data flow the written scope should name controller or processor roles, fields, purpose, security, retention and deletion. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

Regulated and brand responsibilities

Mutual-fund distribution is provided by Saventh Investment, AMFI ARN 324457. Verify the registration on the official AMFI website. Partner brand use, communication approvals, risk disclosures, complaint ownership and escalation belong in a responsibility matrix. Use Saventh’s grievance process for investor complaints.

How co-brand commercials are scoped

Written terms should cover implementation, platform or service fees, commissions where applicable, taxes, payment timing, minimums, change requests, third-party costs and exit or data transition. No revenue or launch date is guaranteed. Apply through the partner application after reviewing the partner hub.

Frequently asked questions

Does a co-brand partner need AMFI registration?

Requirements depend on the partner’s role and activities; legal and compliance review must define permitted responsibilities.

Can the experience support ELSS and tax-related journeys?

Catalogue and feature availability depend on the approved scope. Tax information is educational and is not a guaranteed tax outcome.

Is co-brand limited to mobile apps?

Supported surfaces can include approved web, app or subdomain experiences, subject to the written scope.

Who handles investor grievances?

Investors can use Saventh’s published grievance process. Partner and provider responsibilities are set in the written agreement and must remain visible to users.

Can Saventh Learn be co-branded?

Learn content may be included only when availability, content approval and licensing conditions are agreed.

Evaluate the co-brand fit and responsibilities

Review capability, architecture, compliance, data and commercial requirements before a partner application.

Are you an HR?