For Chartered Accountants & Tax Advisors

THE GLOBAL FAMILY OFFICE ALLIANCE

Transform Your Practice Transform from 'Compliance-Based' to 'Advisory-Based'. Your clients are moving capital via LRS. If you don't advise them, foreign banks will.

Partnership Models

Track A (Advisory Fee)

You charge for Cross-Border Structuring and FEMA Compliance. We provide the technical know-how.

Track B (Strategic Referral)

Your non-attest consulting entity signs a Referral Agreement & Earn the commission on deals closed

Activation Toolkit:

Compliance: Adherence to ICAI regulations, strict KYC, LRS limits ($250k/person), and assistance with Schedule FA/Form A2.

For RMs, Branch Heads & Retired Bankers

THE PRIVATE BANKING ALLIANCE

The Banker's Dilemma You hold the keys to the city's wealth but are handcuffed to selling low-yield Bank Products. We provide a channel to monetize relationships outside the bank's walls.

Engagement Models:

Model A

Silent Referral (Active RMs)

Model B

Second Innings (Retired Bankers)

Launch a ‘Boutique Advisory’ powered by K&C. Earn unlimited commissions vs. fixed pensions.

Model C

The LRS Facilitator

Monetize your Forex/FEMA knowledge. We pay for ‘Consulting’ on LRS structuring and account opening.

For Mutual Fund Distributors (MFDs) & IFAs

THE GLOBAL AUM ALLIANCE

The Problem

The AUM Bleed Real Estate is your enemy. When clients buy property, they redeem Equity Mutual Funds, costing you immediate AUM and future trail income.

The Solution

The Recycle Model Don’t fight Real Estate. Structure it. Turn ‘Dead Equity’ into ‘Recycled AUM’.

Compliance: ‘Arm’s Length’ model. Referral agreements signed via Consulting Entity. You do not sell Real Estate under your ARN code.

For Insurance Agents

THE DOLLAR-SHIELD ALLIANCE

The Inflation Trap Traditional Endowments yield 5-6% (INR), while Inflation is ~6%. Your clients are 'Saving' but not 'Growing'.

Strategies:

Model A: Term + Asset Strategy

Model B: The Global Education Policy

Rewards: Global MDRT Incentive.

Club Member (5 Cr Sales): Fully Paid Trip to Dubai.

Global MDRT (10 Cr Sales): Fully Paid Trip to USA/Europe.