Start Your Financial & Business Services Center with Om Shri Fintax
Complete partner kit (CRM, loan processing, PAN & banking workflows, marketing and training). Low setup cost — start earning commissions and recurring revenue quickly.
Turnkey Technology
Cloud CRM, application tracking, receipts and reconciliation — ready to use with minimal setup.
Support & Training
On-demand training, marketing assets and a dedicated partner manager to help you scale.
Recurring Revenue
Services like utility payments, FASTag top-ups and account referrals create recurring cashflows.
Good fit if you:
- Have local client network or footfall
- Want to earn recurring commissions with low capital
- Prefer tech-enabled workflows (no heavy paperwork)
- Can commit to basic compliance & KYC requirements
PAN Card Services
New PAN application (Form 49A), corrections, e-PAN delivery and PAN-Aadhaar linking guidance. We provide pre-filled forms, e-KYC assistance and tracking until PAN allotment. High-frequency, low-ticket service — good for walk-in customers and referrals.
- Process: Document verification → form submission → tracking → e-PAN delivery
- Documents: Identity & address proof, passport-size photo (if requested)
- Why it converts: Immediate value for citizens needing PAN for banking, job, taxation
Utility Bill Payments & FASTag Reloads
Electricity, broadband, DTH, mobile top-ups, FASTag and insurance payments through a consolidated dashboard with auto receipts and reconciliation — ideal for recurring transactions and quick footfall revenue.
- Process: Collect bill details → process payment → provide receipt
- Business angle: Add a small convenience fee or earn transaction commission
Credit Card Advisory & Onboarding
Assist customers with card selection, application submission and follow-up. Strong conversions if you target salaried customers, freelancers and small business owners looking for rewards & credit benefits.
Savings Account & Demat/Trading Onboarding
Open savings, salary and demat accounts with partner banks and DPs. Provide KYC guidance, e-sign flows and basic platform onboarding so clients can start transacting quickly.
Instant Loan Support & Small Ticket Loans
Pre-approved instant loans, micro-loans, overdrafts and small-ticket personal loans via NBFC/bank partners — quick KYC, minimal docs and fast disbursal for eligible clients.
MSME / Government Schemes
Assistance with Mudra, PMEGP, MSME registration and scheme processing. Provide project report templates, subsidy submission assistance and help clients through the sanctioning process.
Tax & CA Services (Referral)
Refer clients to CA services: ITR filing, GST registration, audit & accounting. Package small advisory offerings for local businesses and freelance professionals.
Primary Income Sources
- Commissions on loan disbursals: Larger but irregular; higher ticket value.
- Fixed fees on PAN & account openings: Quick one-time payout per successful transaction.
- Recurring transaction revenue: Utility payments, FASTag top-ups — smaller ticket but repeatable.
- Referral fees for demat/trading: Onboard clients to broker partners and earn onboarding/referral fees.
Business Case
With modest daily footfall and a focus on recurring services, most partners can cover initial operating costs within weeks. The key levers are: product mix, outreach, and cross-selling (e.g., PAN customer → savings account → card advisory).
| Service | Indicative Payout | Pay Timing |
|---|---|---|
| Personal / Business Loans | 0.5% — 2% of sanctioned amount | After disbursal (per lender rules) |
| PAN & Account Opening | Fixed fee per success | After activation/delivery |
| Utility Payments / FASTag | Per-transaction payout / small % | Monthly settlement |
| MSME / Govt Schemes | Project-based commission | On sanction / subsidy receipt |
Note: Exact commission schedule is shared at onboarding and depends on partner tier, region and volume. We prioritise timely monthly payouts and provide clear reconciliation statements.
Partner CRM
Lead capture, client lifecycle, document uploads, commission ledger and CSV exports — accessible on mobile & desktop.
Secure Document Vault
Encrypted storage, role-based access and audit logs for KYC & transaction records.
Automation
Auto-fill templates, KYC reminders and status notifications to reduce manual follow-ups.
Included assets
- Editable social posts and banners (Canva templates)
- Local print flyers and posters
- Call scripts and objection handling guides
- Email & WhatsApp templates for follow-ups
Sales Playbooks
Scripts for cross-selling (example: PAN customer → savings account → FASTag), and step-by-step objection handling for loan prospects.
What we provide
- Live onboarding session (product + compliance)
- Weekly drop-in support for the first month
- Dedicated partner manager for escalations
- Quarterly product & compliance refreshers
KYC & AML
Step-by-step KYC checklists and red-flag indicators. Partners are trained on document verification norms and suspicious transaction reporting procedures.
Data Security
Encrypted uploads, access logs and secure transmission — we follow best practices for secure data handling.
Legal & Disclosures
Templates for partner agreements, client consent forms and standard T&Cs are provided. Partners must operate within regulatory requirements.
Send basic details via enquiry.
Basic document verification and partner agreement.
Product walkthrough & compliance training (online).
Receive CRM credentials and marketing kit.
Start onboarding customers — support available.
"Started from home; first month revenue covered setup costs. CRM and scripts made it easy to convert walk-ins into recurring customers."
"Training was practical and partner manager helped with lender onboarding. Now we handle PAN & utility payments daily."
"Low investment model worked for small town customers — recurring FASTag and bill payments gave steady cash flow."
Contact Our Partner Team
Phone: 9106739310 | Email: lalitap9644@gmail.com
Office: At.Post Swaminarayan Mahollo, Ta. & Dist. Vadodara, Gujarat — 391740