Best Financial Product Selling Apps In India for Financial Advisor

Updated: Nov 8

Many companies in India are now offering fintech services, which allow users to sell financial products and services directly online through their mobile phones. This is an amazing concept for users, as it allows them to make money from their mobile phones without paying any additional fees. And now is a great time to start promoting and selling financial products. With more and more Indians going online and opening digital accounts, there is a growing market for selling financial products and earning money from them.

Make Money by Selling Financial Product
Make Money by Selling Financial Product

  1. Why you should become a financial advisor?

  2. What are the eligibility criteria to become a financial advisor?

  3. Which categories of financial products are the most popular?

  4. What documents do I need to register for selling financial products?

  5. How much you can earn from selling financial products?

  6. Which app is best for selling financial product products?

  7. How to become a successful financial adviser?


Why you should become a financial advisor?

  1. Zero investment: Start your own business at your fingertips with no investment.

  2. Timely Payout: Your payout will be credited to your account within a short period of time.

  3. Earn Unlimited Money: You can earn an attractive amount of money by selling financial products.

  4. Earning for Lifetime: There are no retirement plans. Once you create a customer, you can earn from their transactions for a long time.

  5. Wide Range of Products: Become familiar with a wide variety of financial products and sell them to your customers.

  6. Training and Guidance: To achieve your goals, a dedicated sales team and training program will help you at every step.

What are the eligibility criteria to become a financial advisor?

There are no limits to becoming a financial advisor. Anyone who wants to earn extra money without making any investments can become an advisor. Whether you're a housewife, student, retiree, or someone with little financial knowledge, you can make money as a financial advisor. And there is no registration, hidden, or annual charges to worry about.


Which categories of financial products are the most popular?

  • Bank Accounts: Provide a zero balance saving account to your customers and help them earn more on their savings

  • Demat Accounts: You have the option to open a free Demat and trading account in less than 15 minutes.

  • Credit Cards

  • Wallets

  • Digital Gold

  • Loans

  • Insurance

  • Credit Builder

  • Buy Now Pay Later

  • ITR & TAX

and they also offer a variety of products.


What documents do I need to register for selling financial products?

  • Aadhar Card

  • PAN Card

  • Bank Account Details / Paytm Number

How much you can earn from selling financial products?

You could earn up to Rs. 50,000 every month by simply referring financial products to your friends and family; your earnings will depend on how many people you refer and sell products to.


Which app is best for selling financial product products?

There are many apps in the market that offers you to sell financial products and start making money from them. But I recommend BankSathi and OneCode to sell financial products. Because it is trusted and funded by big brands like CRED, Meesho, Unacademy, and many others.

Financial Advisor : Sell Financial Product Online
Financial Advisor : Sell Financial Product Online

1. BankSathi:

If you're looking to make some extra money, becoming a BankSathi advisor is a great option. You can earn over 1,00,000 per month without investing a penny, simply by selling financial products such as loans, credit cards, Demat accounts, and insurance. Plus, if you refer your friends and family to become BankSathi Advisors, you'll earn 10% of their earnings for the rest of their lives. So what are you waiting for? Start earning today!


For BankSathi Financial Advisor: Click Here

BankSathi referral code: 22110833.



2. OneCode:

OneCode offers you the opportunity to earn over 50,000 Rs every month without investing a penny by sharing financial products of over 40 popular brands. Sell products such as loans, credit cards, Demat accounts, and insurance and start earning. You can also refer friends and family to OneCode and earn 10% of their lifetime earnings.


For OneCode Financial Advisor: Click Here

OneCode referral code: One@ReferKaroEarnKaro.


Given below table shows you the difference between BankSathi and OneCode. You can compare the earning rate between BankSathi and OnCode which offer the best and choose accordingly.

​Financial Product

1. Credit Card

​Update soon

Earn up to ₹3000/sale

​2. Demat Account

​Update soon

​Earn up to ₹900/sale

​3. Loans

​Update soon

​Earn up to 3.42

4. Bank Account

​Update soon

​Earn up to ₹600/sale

​5. Digital Gold

​​Update soon

Earn flat 1%

​6. Buy Now Pay Later

​Update soon

​Earn up to ₹1200/sale

​7. Insurance

​Update soon

​Earn up to 1.8%

​8. ITR & TAX

​Update soon

​​Earn up to ₹500

3. GroMo:

GroMo also offering you to sell a financial product and make money from them like BankSathi and OneCode. All three have lots of the same financial products but some financial products are only specific in all three so I recommend you should all three if you want to earn from the more financial products.


For GroMo Financial Advisor: Click Here

OneCode referral code: MNZE8179

4. WeRize:

WeRize has a feature you can make your personalized website and also your personalized online/QR code offline marketing material. Any loan agent, former bank employee, insurance agent, wealth advisor, and BFSI professional who want to make money by selling a financial product like a loan, Credit Card, or Demat Account, or Saving Account can join WeRize Partner Program and make money from it.

How to become a successful financial adviser?

For success as a financial advisor, you need to go through the training courses and video tutorials first. When you provide relevant information to your consumers, you will be able to advertise any product. As a result, consumers will understand your brand better, and more leads will be generated. The products can be shared via any medium, such as Whatsapp, Telegram, Facebook groups, YouTube, or directly to your target audience.


We hope you enjoyed our article about how to sell financial products and make money from them. Thank you for reading this blog post and I hope it is useful for you. If you want to know more ways to earn money online, please read more blogs.



61 views