H2 Investment
Partner with us

Partner with H2 Investment

For accountants, insurance advisers and smaller distributors who want their clients handled properly without building the back office themselves.

Two ways this works

Which one fits depends on whether you hold your own ARN.

Referral partner

You introduce a client, we take the conversation from there. The client transacts under our ARN, we service the folio, and you stay in the loop on what is happening.

Suits accountants, insurance advisers and anyone whose clients keep asking a mutual fund question they are not registered to answer.

Commercials: [[Referral commercial terms — to be supplied]]. Any referral arrangement must comply with AMFI regulations on sharing distribution commission, and we will not enter one that does not.

Sub-distributor

You hold your own ARN and want operational and research support behind you — empanelment, transaction processing, statements and someone to call when a registrar query goes sideways.

Suits an established individual distributor who would rather spend the week with clients than with paperwork.

Commercials: [[Sub-distributor commercial terms — to be supplied]].

What you get from us

  • No captive shelf. We are not owned by a fund house and we have no product of our own, so you are never explaining to a client why only one group’s products are on offer.
  • Operations. KYC through a KRA, applications, folio servicing, consolidated statements, and the registrar chasing.
  • Plain-language material. The explainers in our learning hub are yours to send to clients. No hype in them, so nothing you have to walk back later.
  • A named person. Not a ticket queue.

What we expect from you

  • No return promises to clients, in writing or in conversation. This is the one that ends a partnership immediately.
  • The market-risk disclaimer on anything you publish that mentions investing.
  • Your own ARN and its number displayed, if you hold one.
  • No use of the H2 Investment name or logo without written permission, and no fund-house logos or performance tables in anything carrying our name.
  • Clients told plainly how you and we are paid.

Start a partner conversation

Tell us what you do now and what you want to hand over. Himani reads these herself.

We reply here. We do not add you to a mailing list.

10 digits. No country code needed.

Optional. It helps us suggest a sensible time to call.

Optional. A sentence about what you are trying to do is plenty.

What happens to what you type here

We use your name, email, phone number, city and message for one thing: to answer your enquiry and, if you go on to invest through us, to service that investment. We do not sell your details and we do not pass them to anyone outside H2 Investment except where the law requires it or where a fund house or registrar needs them to process a transaction you have asked for. You can ask us to delete them by emailing info@h2investment.in. The full detail is in our privacy policy.

Sending this form does not open an account, does not start an investment and does not commit you to anything.

Becoming a distributor yourself

If you do not hold an ARN yet, the route is the NISM-Series-V-A certification followed by AMFI registration. We are happy to talk it through even if you end up working with someone else — the industry is short of people who explain things properly.

Not a franchise

There is no joining fee, no territory, no target and no purchase of anything from us. If a distributor asks you for money to become their partner, that is worth a second look.