Partner With Neoma Capital
Join our partner network to access curated unlisted deals, compliant execution, and dedicated support for your clients. Whether you are a CA, financial advisor, wealth manager or corporate referral partner, Neoma works with you.
Why Partner With Us
Why Partner With Neoma?
Dedicated Relationship Manager
Work with a partner manager focused on helping you grow client AUM. Direct access to Harsh Agarwal for high-value deals.
Compliant Processes
Paperless KYC, audit-friendly workflows and full regulatory compliance to keep your operations smooth and your clients protected.
High-Quality Deal Flow
Curated unlisted and pre-IPO ideas with transparent pricing, research notes and risk assessments, shareable directly with your clients.
Research & Support
Access company research notes, valuation rationale and quick answers for client conversations, 24/7 support via WhatsApp.
Attractive Referral Fees
Industry-competitive referral fee structures. Transparent, on-time payouts with complete transaction documentation.
Global Access
Offer your clients global equities, structured notes and pre-IPO access through our GIFT City regulated platform.
Partner Types
Who Can Partner With Us?
Chartered Accountants
Refer clients for investment and wealth advisory. Earn referral fees while keeping your CA practice separate from investment business.
Financial Advisors & RIAs
Add unlisted shares, bonds and alternative investments to your product shelf without the operational complexity.
Wealth Managers
Co-advisory model for family offices and HNI clients seeking alternative and private market exposure.
Corporate Referral Partners
Refer your business clients for CFO services, strategic advisory and financial consulting with attractive referral terms.
How It Works
How to Become a Partner
Register Your Interest
Fill in the contact form or WhatsApp us. A partnership manager will connect within 24 hours.
Profile and Onboarding
Share your client base details, investment focus and expected business volume.
Sign Partnership Agreement
Simple, transparent referral agreement with defined fee structures and compliance terms.
Access Deal Flow
Get access to our curated deal notes, research and pricing updates for client conversations.
Refer and Earn
Refer clients, track conversions on our portal, and receive referral payouts on schedule.
Join India's Growing Neoma Partner Network
Financial advisors and partners across India already work with Neoma. Join them today.