A product of Koshex
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A holistic view of your business integrates all functions—operations, client relationships, and growth strategies—into a unified system..
AI analysis of your business leverages advanced algorithms to provide deep insights into operations, client behavior, and market trends.
Customer Discovery & Management involves identifying and understanding your ideal clients while nurturing long-term relationships
Achieving 100% wallet share from every client that also allows you to diversify your clients’ portfolios, addressing their evolving financial needs.
AS A WEALTH PARTNER WITH 100 CLIENTS SELLING MULTIPLE PRODUCTS
Our top Partners earn ≈ ₹5.5L/month with hassle-free, automated monthly payouts.
Tailored MF investments for all needs, with transparency & support.
Add Debt & Equity PMS with top AMCs’, well-researched recommendations.
Expand portfolios with Unlisted shares, Pre-IPOs, and P2P lending.
Stable, low-risk options for steady returns- Offer Bonds, FDs, SGB.
Offer a hedge against inflation and uncertainty with a tangible asset
I am Associated with SHIP for the last 2 years. Their online investment platform Koshex helped me cut down all the limitations of demography in my business and I have clients all across India and abroad as well. Their Exclusive product offering which is also offered by wealth managers has helped me onboard new clients and strengthen relationships with existing clients.
SMD Fintech Solutions
Bengaluru
We’ve partnered with SHIP to handle the heavy lifting, allowing me to focus on what matters most—growing my business. Not only do they streamline operations, but they’ve also provided valuable leads, helping me expand my client base. With SHIP’s support, I’m confident in scaling my business more efficiently.
Narayana Murthy A
Bengaluru
With SHIP’s platform and support, I’m able to service my clients efficiently and professionally. Over the past year, I’ve attended numerous training sessions, which have significantly contributed to my growth. What I value most, though, is the transparency in mutual fund payouts, which reinforces the trust I have in SHIP.
Buderiya Raghavendra Achar
Bengaluru
After leaving my well-paying job as a wealth manager, I embarked on my journey as an IFD with SHIP. Over time, my trust in SHIP has deepened, and today, I rely on them for 100% of my clients across a wide range of products. From handling SIP transactions in mutual funds to managing AIFs worth ₹1 crore, SHIP has consistently delivered. What’s even more impressive is that my payouts through SHIP are on par with what I would have earned through direct tie-ups with AMCs, making it an ideal partner for my business.
Sumit Kumar Singh
Jharkhand