Partner With WealthSure. Deliver Tax & Finance Services at Scale.
WealthSure helps corporates, HR teams, banks, NBFCs, fintech platforms, wealth managers, insurance partners and financial institutions offer expert-assisted income tax filing, tax planning, compliance and financial services to employees, customers, members or clients at special partner pricing.
Designed for Companies and Institutions That Want to Add Real Financial Value
Give your employees, customers, investors, policyholders, members or clients access to trusted tax, finance and compliance services through a partnership model.
Corporates & HR Teams
Offer tax filing, investment planning and financial wellness services as an employee benefit.
Banks, NBFCs & Fintechs
Provide discounted tax filing, ITR support and compliance services to your customers.
Wealth & Insurance Partners
Add tax planning, capital gains support, NRI taxation and documentation services to your client journey.
Startups & Platforms
Integrate WealthSure services into your community, app, marketplace or customer portal.
Why Companies Partner With WealthSure
WealthSure partnership programs are built to improve customer loyalty, employee satisfaction, financial wellness and service engagement.
Discounted Services
Offer special pricing on income tax filing, tax planning, notices, GST, compliance and advisory services.
- Partner-specific pricing
- Exclusive employee or customer benefits
- Seasonal campaigns during tax filing months
Co-Branded Experience
Create a trusted partnership journey through co-branded communication, landing pages and service campaigns.
- Co-branded outreach options
- Partner landing page support
- Custom campaign messaging
Engagement & Lead Flow
Improve audience engagement with useful services that solve real tax, finance and compliance problems.
- Higher customer engagement
- Useful employee benefit proposition
- Service-led relationship building
Expert-Assisted Delivery
Services are supported through a structured expert-assisted process for tax, finance and compliance needs.
- Guided onboarding
- Document checklist support
- Expert review workflows
Flexible Integration
Choose referral links, corporate codes, campaign pages, embedded journeys or custom service bundles.
- Referral and coupon models
- Bulk employee programs
- Platform-ready service flows
Trust & Confidentiality
Tax and financial information is sensitive, so workflows are built around trust and responsible handling.
- Professional support process
- Confidential document handling
- Clear service scope communication
Choose a Model That Fits Your Business
WealthSure can work with corporates and institutions through multiple partnership structures depending on audience size, service scope and engagement goals.
Discount Code Partnership
Give employees, customers or members a special WealthSure discount code for selected services.
- Fast setup
- Trackable partner code
- Ideal during ITR filing season
Bulk Service Package
Purchase service bundles for employees, customers or premium members at negotiated partner pricing.
- Bulk ITR filing plans
- Employee financial wellness packages
- Custom scope available
Co-Branded Landing Page
Create a dedicated partnership page with selected WealthSure services and partner offers.
- Partner-specific page
- Custom service selection
- Lead capture support
Platform or App Referral
Enable users from your app, customer portal or dashboard to access WealthSure services.
- Referral journey support
- Digital-first user flow
- Suitable for fintechs and platforms
Financial Wellness Sessions
Run webinars or workshops on ITR filing, tax saving, NRI tax, notices and planning.
- Employee education sessions
- Customer webinars
- Tax season campaigns
Custom Enterprise Partnership
Build a custom service model for large corporates, financial institutions or multi-location organizations.
- Custom commercial structure
- Dedicated workflows
- Multi-service partnership
Turn Tax Season Into a High-Value Engagement Opportunity.
Every employee, customer, investor and business owner needs tax and financial support. WealthSure partnerships help you offer practical, timely and trusted services while strengthening your relationship with your audience.
Tax, Finance and Compliance Services for Your Audience
Build partnership bundles from WealthSure’s service categories based on your target audience.
Income Tax Filing
ITR filing, Form 16 upload, ITR-1 to ITR-7, revised returns and assisted plans.
Tax Notices
Notice review, response drafting, scrutiny support, appeals and CPGRAM issue support.
NRI Taxation
NRI filing, residential status, foreign income reporting, DTAA and FEMA-linked support.
Tax Planning
Tax saving suggestions, salary restructuring, investment planning and capital gains optimization.
Post-Filing Support
Refund tracking, ITR verification, AIS/TIS reconciliation, 26AS review and advance tax help.
Business Compliance
GST registration, GST returns, company registration, FSSAI, trademark, MSME and DSC support.
Accounting & Finance
Balance sheet preparation, accountant support, payroll, expense management and virtual finance support.
Mutual Funds
Mutual fund guidance and goal-linked investing support for customers and employees.
A Simple 4-Step Partnership Workflow
From first discussion to campaign launch, WealthSure keeps the partnership journey practical and execution-focused.
Share Requirement
Tell us about your company, audience size, target users and services you want to offer.
Design Offer
We create a structure with selected services, special pricing and campaign flow.
Launch Program
Launch through a partner link, coupon code, co-branded page or employee campaign.
Service Delivery
We support users through guided documentation, expert review and service completion workflows.
Start a Partnership Conversation
Submit your partnership inquiry. The details will be sent to WealthSure at info@wealthsure.in.
Let’s Build a High-Value Financial Services Partnership.
Whether you want to support employees during tax season, offer discounted services to customers or build a long-term institutional collaboration, WealthSure can help create a practical partnership model.
Partnership Inquiry Form
Fill in the details below. A simple captcha is included to reduce spam.
Questions About Partnering With WealthSure
Find answers to common questions from corporates, HR teams, fintech platforms, banks, NBFCs and financial service partners.
Who can become a WealthSure partner?
Can WealthSure provide discounted services to our employees or customers?
What services can be offered through partnership?
Can we create a co-branded landing page?
Is there a minimum audience size required?
How are leads captured?
Build a Tax & Finance Partnership That Your Audience Actually Uses.
Whether you want to support employees, reward customers, strengthen a fintech product or add expert-led tax services to your institution, WealthSure can help you create a practical partnership program.
