Appreciate - Our Partners

Zero Investment. Recurring Trail Income.

Join the Appreciate platform technology enabled partner program and start offering global investing to your clients.

1m+ Active Users
₹0 Set Up Cost
100% Digital Onboarding
24x7 Partnerships Access

Your Next ₹100 Cr AUM, From Global Portfolios

Global equity markets offer strong diversification opportunities for your clients, with the US representing over 60% share of global market value.

10Y CAGR Comparison

US only Portfolio
15.52%
India + US Portfolio
14.53%
India only Portfolio
12.90%
+35%

USD appreciated ~35% against INR since 2016

USD appreciation can add an extra layer of return for Indian investors investing globally.

30.9%

US technology sector weight

30.9% of the US market is tech, compared to ~8% in India.

Everything Global markets. One Powerful platform.

Offer your clients seamless access to global investing, powered by a single end-to-end platform built for IFAs.

40+

GREAT Portfolios

Theme-based portfolios across technology, global leaders, income strategies, and market cycles

5000+

US Stocks

Theme-based portfolios across technology, global leaders, income strategies, and market cycles

4000+

Global ETFs

Theme-based portfolios across technology, global leaders, income strategies, and market cycles

Curated Portfolios Across Global Themes

Access institutionally structured GREAT Portfolios designed for targeted exposure across sectors and strategies.

🏙️
Future Frontiers

Emerging tech shaping tomorrow

🌍
All-Weather Climate

Built for all market cycles

💎
Efficient Allocation

Risk-optimized systematic asset allocation

🤝
Global Leaders

Invest in dominant global giants

⚙️
Earnings Engine

Lower volatility, steadier long term growth

💰
Income & Yield

Income-focused bonds and credit exposure

🔄
Tactical Opportunities

Cyclical plays across global themes

📍
Country Picks

Country-specific exposure to growth

🤖
AI/ML

Country-specific exposure to growth

Become a Partner

Discover Curated Portfolios Across Global Markets

Access institutionally structured portfolios designed to provide targeted exposure across global markets, sectors, and investment strategies.

Featured GREAT Portfolios

New, Recurring and Compounding Income for You.

Every client you add and every investment they make builds your long-term earnings from two distinct streams.

Great Portfolios
1%

trail commission

Earn flat 1% commission on GREAT Portfolio AUM.

On US Stocks & ETFs
60%

brokerage share

Earn up to 60% of brokerage revenue on every US stock and ETF transaction your clients make.

Track Growth With Complete Clarity

Get a single dashboard view of portfolio performance, client summary, and your earnings.

Manage leads and onboard clients
Track brokerage sharing & trail income
Access research reports & learning hub
View AUM summary & portfolio growth
Download reports and statements
Get dedicated partner support
Partner Dashboard

Who can partner?

Mutual Fund Distributors

Expand beyond MF and offer your clients global diversification with US stocks and portfolios

Independent Financial Advisors

Add a high-value global investing capability to your advisory practice

Chartered Accountants

Leverage your client trust to offer wealth-building solutions beyond tax planning

Wealth Managers

Differentiate your offering with institutional-grade global portfolios

Entrepreneurs & Self-starters

No prior finance experience needed, we train and support you end to end

How It Works

1
Register

Sign up as a partner

2
Onboarding

Speak to our onboarding team

3
Documentation

Submit necessary documents

4
Earn Recurring

Start building your clients' global portfolios

Become a Partner

Everything you need to grow your business.

  • High Earning Potential
  • Zero Setup Cost
  • Dedicated Partner Support
  • Research & Insights
  • Learning Hub & Training
  • Smart Partner Dashboard

A global investing experience designed for today's investors.

  • Direct Securities Ownership
  • Live Portfolio Tracking
  • Smart Portfolio Rebalancing
  • Global Currency Exposure
  • Low Minimum Investment
  • Fast Digital Onboarding

What our partners say

Neha Shah

Neha Shah

Founder, Pinnacle Wealth Advisory

Adding global investing as an additional offering was always on our roadmap, but execution was the challenge. Appreciate made it seamless. The onboarding flow is smooth, the platform is intuitive, and the Great Portfolios are well-structured for client conversations. Support is responsive, and everything from AUM tracking to payouts is clearly visible.

Rohan Mehta

Rohan Mehta

Partner, BlueOak Financial Services

Appreciate has helped us offer global diversification without operational complexity. The dashboard makes it easy to track client activity and portfolio growth in real time. What stands out is transparency. Earnings, brokerage sharing, and trail income are clearly reported, which builds confidence as a partner.

Arjun Nair

Arjun Nair

Director, Crestline Capital Advisors

We started with Appreciate to expand our client offering beyond domestic markets, and the experience has been smooth from day one. Great Portfolios are a strong value-add and simplify recommendations. The reporting is clean, the platform is easy to use, and partner support is consistent. It feels like a platform built with IFAs in mind.

FAQs

What is the Appreciate Partner Program?
The Appreciate Partner Program is built for financial professionals who want to go beyond domestic markets and offer their clients global investing. As a partner, you get access to an end-to-end platform to onboard clients into U.S. stocks, global ETFs, and curated GREAT Portfolios, while tracking AUM, client activity, and your earnings from a single dashboard. Whether you're an MFD, IFA, CA, Wealth Manager, or an entrepreneur new to finance, the program is designed to work for you, with zero setup cost and full training and support from the Appreciate team.
How do I earn as a partner?
Your income comes from two streams, both recurring, both compounding over time. A flat 1% trail commission on the AUM your clients hold in GREAT Portfolios, which grows as their portfolios grow. And up to 60% brokerage share on every U.S. stock and ETF transaction your clients make. Both streams are reported transparently on your dashboard so you always know exactly where your income stands.
Is there any cost to join?
None at all. Zero registration fee, zero setup cost, no upfront investment of any kind. You sign up, get onboarded, and start building your clients' global portfolios, without spending a rupee.
How does client onboarding work?
Just collect a few basic details from the client and onboard them via the Appreciate portal. Once active, they can start investing in GREAT Portfolios, U.S. stocks, or global ETFs right away. The entire journey, from sign-up to first investment, can be done in minutes.
What products can clients invest in?
Through a single platform, your clients get access to 40+ GREAT Portfolios, 5,000+ U.S. stocks, and 4,000+ global ETFs, with meaningful breadth across geographies, sectors, and strategies. And with fractional investing, they can get started with as little as ₹1, making global investing genuinely accessible, not just aspirational.
What are GREAT Portfolios?
GREAT Portfolios are institutionally structured, theme-based portfolios that give clients focused exposure to compelling global opportunities, without having to pick individual stocks. Themes span high-growth areas like AI/ML, Quantum Computing, and Driverless Auto, to diversified strategies like All Weather Global, Global Leaders, and Income & Yield. Easy to understand, easy to recommend, with a minimum investment of just $100.
How often are GREAT Portfolios rebalanced?
Periodically, based on market conditions and each portfolio's strategy, it happens automatically. The platform handles it entirely, so your clients stay aligned with their chosen theme effortlessly, and you don't need to monitor or manage it manually.
How do payouts work, and when are they credited?
Payouts are processed monthly. Your trail commissions and brokerage share are clearly reported on your dashboard and credited directly to your registered bank account. Detailed reports and statements are available to download anytime. No grey areas — what you've earned is visible, and it arrives on a predictable schedule.
Is Appreciate regulated and compliant?
Yes. Global investing through Appreciate is authorised by the RBI under the Liberalised Remittance Scheme (LRS). Appreciate Investment Advisory Private Limited is a SEBI-registered entity, U.S. stocks and ETFs are regulated by FINRA, and client portfolios are insured by the SIPC. A robust, multi-layered framework that gives both you and your clients genuine peace of mind.
What support do partners get?
Appreciate provides a dedicated onboarding team, a priority on-call support line, research reports and market insights, a Learning Hub with training resources, and marketing support to help grow your client base. If you're new to finance entirely, the team trains you from the ground up.
Can I track my earnings and AUM live?
Yes. Your partner dashboard gives you a real-time view of total AUM, active clients, average portfolio CAGR, trail income accruals, and brokerage earnings, all in one place. Commission statements and reports are available to download whenever you need them.
How long does it take to start earning?
From the moment your first client makes their initial investment. Since onboarding is fully digital, most clients can go from sign-up to first investment the same day. Trail commissions and brokerage share begin accruing immediately and are paid out monthly.
What is the Liberalised Remittance Scheme (LRS)?
LRS is an RBI framework that allows Indian residents to remit money abroad for permitted purposes, including investing in overseas stocks and ETFs, up to USD 250,000 per financial year. All global investing through Appreciate happens within this framework, meaning it's completely legal and above board. The platform handles the entire remittance process end-to-end.
How does the remittance process work when clients invest in U.S. markets?
When clients invest through Appreciate, their funds are remitted from India to the U.S. under LRS, with the platform managing the entire process end-to-end. Clients don't need to navigate international wire transfers or forex processes on their own. It happens seamlessly in the background, with funds converted from INR to USD at the prevailing exchange rate at the time of remittance.
How much can my clients invest each year globally?
Under LRS, each Indian resident can invest up to USD 250,000 per financial year in overseas markets, a limit that comfortably accommodates a meaningful global portfolio for most retail investors. The Appreciate platform operates entirely within this framework, so every investment your clients make is fully compliant.
How safe are my clients' investments on the Appreciate platform?
Client safety is built into the platform at multiple levels. Every client directly owns their U.S. stocks and ETFs in their own individual account. Beyond that, portfolios are protected by the SIPC, with regulatory oversight from FINRA on the U.S. side and SEBI on the Indian side. A multi-layered framework that gives both you and your clients genuine, lasting confidence.
Are there any tax implications for my clients when investing globally?
Yes. Gains from global investments are subject to Indian income tax, with rates depending on the holding period and asset type. Dividends from U.S. stocks may attract withholding tax in the US, though clients can often claim credit in India under the India-US Double Taxation Avoidance Agreement (DTAA). We always recommend clients consult a qualified tax professional for personalised guidance. For partner CAs and IFAs, this is also an opportunity — helping clients navigate global tax adds another layer of value to your relationship.
Become a Partner

U.S. stocks and ETFs Regulated by   |   Portolio insured by

U.S. SECURITIES EXCHANGE IFSCA | SIPC

GREAT Portfolios Regulated by

CAYMAN ISLANDS

Disclaimer:: Appreciate is a technology platform enabling access to investment products such as US stocks, ETFs and Great Portfolios. Investment in securities market are subject to market risks, read all the scheme related documents carefully before investing. The securities quoted are exemplary and are not recommendatory.