Run a complete financial services business, from one panel
Loans, taxation, banking, insurance, credit cards, CIBIL, demat, verification and bill payment — every service we operate, available to you under a single dashboard, backed by established bank and NBFC tie-ups.
From five different offices to one panel
This is the core of the partner program — a single access point that replaces a fragmented, multi-vendor way of working.
The Old Way
With Uttra Enterprises
Every service line, under your business
Multiple bank and NBFC tie-ups already in place — you operate under an existing network instead of building one from scratch.
Loan Services
15 loan products across multiple bank and NBFC tie-ups, from home loans to MSME funding.
Taxation & Business Services
Registrations, filings, licenses and CA/CS advisory — 23 services under one workflow.
Banking Services
Savings and business account tie-ups across multiple banks, opened digitally.
Insurance Services
Life, health, motor and home insurance across multiple insurers.
Credit Card Services
Access to 29 credit card products across leading issuers.
CIBIL & Credit Score
Score checks across all four credit bureaus from the same panel.
Demat & Investment
Demat accounts and investment products from established broking and asset partners.
Verification & PAN
Identity verification and PAN card services handled within the same panel.
Bill Payment & Utility
Recharge, utility and government payment services for everyday client needs.
Backed by a network, run under your name
You bring the local relationships — the panel, the tie-ups and the process are already built.
One dashboard, every service
Access loans, taxation, banking, insurance and more without switching between vendors.
Established tie-ups
Operate under existing relationships with multiple banks, NBFCs, insurers and brokers.
Structured onboarding
Guided training on the panel, documentation standards and service workflows.
Dedicated support
A central team to help with escalations, product queries and client files.
Grow your own outlet
Build a client base across every service line under your local presence.
Ongoing product updates
New lenders, insurers and services are added to the panel as they come on board.
Four steps to your own panel
A structured path from registering interest to serving your first client.
Register interest
Share your details and the area you plan to operate in.
Onboarding & training
Get guided through the panel, products and documentation process.
Panel access setup
Your dashboard is configured across every service line you'll offer.
Start serving clients
Take on your first client files with the central team backing you up.
Partner Program FAQs
Ready to run your own panel?
Register your interest and our team will walk you through onboarding.