Agent recruitment now open

Sell what you already recommend. Get paid for it, on record.

Become an independent KG Finvest agent across Mutual Funds, Insurance, Loans and NPS. Every rate you're offered is versioned and time-stamped — the percentage you accept is the percentage that's honoured, permanently tied to your agreement.

AMFI-registered · ARN 301473
IRDAI Licensed · URN ABLI1701250261
ACTIVE
KG Finvest
Agent rate card
RC-VERSION
v1
Home Loan
% of disbursed amount
0.30%
Mortgage / LAP
% of disbursed amount
0.50%
Term / Life Insurance
% of commission received
20%
Mutual Funds — Regular Trail
% of trail received
20%
Locked to your agreement at acceptance
SHA-256 sealed
Where the demand is

Built around Home Loans, Mortgage & EMI consolidation

KG Finvest's own lead-generation tools are tuned to find exactly this customer: someone carrying a home loan, LAP or a mix of EMIs who's a candidate for a better single facility. That's live demand you step into on day one.

Highest volume

Home Loans

Purchase and balance-transfer home loans across KG Finvest's lender panel — the single largest referral category and the easiest first conversation to start.

Property-backed

Mortgage Loans / LAP

Loan Against Property for business owners and self-employed customers looking to unlock capital against a property they already hold.

Fastest-growing lead type

Multiple EMIs → Single EMI

Customers juggling several running loans are actively identified for you through KG Finvest's own AI lead-finding tools — you bring the relationship, we help surface who to call.

Recurring conversation

Debt Consolidation

Restructure scattered personal loans, credit cards and EMIs into one facility with a lower blended outgo — a straightforward pitch with a clear before/after for the customer.

The rest of the book

Insurance, Mutual Funds, NPS & ITR Filing

Loans open the door — these four are what turn a one-time referral into a customer you serve every year.

Every type, one licence

Insurance — all types

Term/Life, Health and Motor at 20% / 20% / 15% of the commission KG Finvest actually receives, plus other General Insurance lines — under a single IRDAI-linked agent relationship.

Recurring trail income

Mutual Funds

20% of the Regular Plan trail commission KG Finvest actually receives — a SIP relationship pays you every year it stays active, not just once at sign-up.

Long-term retirement book

NPS

Enrol customers into the National Pension System under KG Finvest's RM code — a retirement-focused product that builds a lasting advisory relationship.

A reason to talk every March

ITR Filing

KG Finvest's own filing service — starting at ₹299 flat for salaried returns — gives you a once-a-year, no-excuses reason to reconnect with every customer in your book.

Why sign up

An agency built so you can check the terms yourself

Most agent programmes ask you to trust a number someone quoted you once. This one is designed so you never have to.

Versioned rate cards, not verbal promises

Every rate you're shown carries a version number. When you accept your agreement, that exact version is sealed against your record — later rate changes never apply retroactively to you.

One licence, multiple product lines

Operate across Mutual Funds, Insurance, Home Loans, LAP, Personal and Vehicle Loans, and NPS under a single agent relationship instead of juggling separate empanelments.

Application status you can track

From submission through KYC, review, approval and activation, you get a reference number and a status you can look up any time — not a phone call you're waiting on.

Live-verified onboarding

KYC includes a live camera capture, not a gallery upload — a small step that keeps the whole agent base cleaner and protects your own identity from being used elsewhere.

Independent, not tied down

You're appointed as an independent agent, not an employee. Work it alongside your existing profession, on your own schedule and in your own coverage area.

Clear rules on commission & leads

Lead ownership, duplicate claims and clawback conditions are written into the agreement upfront — no ambiguity about when a referral does or doesn't count.

How it works

Seven steps from application to active agent

Every stage is logged. You can see where your application stands at any point.

1

Apply online

Basic details, professional background and the products you want to sell — about 10 minutes on your phone.

2

KYC & documents

PAN, ID proof, address proof and a live photograph, uploaded securely from the same session.

3

Review & accept

Read the agreement and current rate card, verify with an OTP, and accept — your acceptance is timestamped and sealed.

4

You're activated

Once approved, your agreement PDF and Agent ID are generated and you're ready to start referring business.

Rate card

What's on offer today

Rates are set and published by KG Finvest and can change over time — but the version you personally accept is the one that governs your commission, permanently.

ProductBasisRate
Home Loan% of disbursed amount0.30%
Mortgage / LAP% of disbursed amount0.50%
Personal Loan% of disbursed amount0.50%
Business Loan% of disbursed amount0.50%
Term / Life Insurance% of commission received by KG Finvest20%
Health Insurance% of commission received by KG Finvest20%
Motor Insurance% of commission received by KG Finvest15%
Other General Insurance% of commission received by KG Finvest15%
Mutual Funds — Regular Plan Trail% of trail commission received by KG Finvest20%
NPS% of eligible commission/incentive received by KG Finvest20%
Loan commission is calculated on the actual disbursed amount. Insurance, Mutual Fund and NPS payout is calculated on the actual commission/incentive received by KG Finvest — never on submission of a lead alone.
Agent payout conditions — full list
  1. Loan commission is calculated on the actual disbursed amount.
  2. Insurance/MF/NPS payout is calculated on the actual commission/incentive received by KG Finvest.
  3. No commission is payable merely for submitting a lead or application.
  4. Payout is subject to successful completion, lender/insurer/AMC payment and reconciliation.
  5. Cancellation, reversal, refund or clawback may result in adjustment/recovery of agent payout.
  6. Applicable TDS/GST/statutory deductions will apply.
  7. Agents cannot collect unauthorised fees from customers.
  8. Agents must not ask customers to transfer money to their personal bank account, UPI or QR code.
  9. Admin may revise the rate card prospectively.
  10. Every agent agreement records the Rate Card Version applicable on the acceptance date.
  11. Historical rate cards linked to accepted agreements remain preserved.
  12. Loan approval, interest rate, insurance acceptance and investment returns are not guaranteed.
Products

What you can offer

Vehicle Loans
FAQ

Questions agents ask before signing up

Am I an employee of KG Finvest?+
No. You're appointed as an independent agent / channel associate, not an employee, unless a separate employment agreement is signed. You control your own hours, coverage area and how much time you put in.
Can the commission rate change after I've signed up?+
KG Finvest can publish a new rate card version over time, but it never applies retroactively to you. The specific version you accepted — and its exact percentages — is sealed against your agreement record at the moment of acceptance and continues to govern your commission for business already referred under it.
When do I actually get paid?+
Commission is payable only after KG Finvest actually receives the corresponding payout from the lender, insurer or AMC — submitting a lead does not, by itself, create an entitlement. Payouts can be adjusted for reversals, clawbacks, cancellations, and applicable taxes/TDS.
What happens if two agents refer the same customer?+
Lead ownership follows registration timestamp, prior relationship with the customer, and final approved status, as determined from KG Finvest's records. This is defined upfront in the agreement rather than negotiated after the fact.
Do I need NISM certification or an insurance licence to apply?+
Only where applicable to the specific product you want to sell — the application asks whether you hold NISM certification and/or an insurance licence/authorisation. Where a product requires one, your activity on that product stays within the permissions applicable to you and to KG Finvest.
What documents will I need?+
PAN, a permitted ID proof (such as Aadhaar), address proof, bank account details for payouts, and a live photograph captured through your camera at the time of application — gallery uploads aren't accepted for the photograph specifically, to confirm you were present.
Can I appoint someone to work under me?+
Not without prior written approval from KG Finvest. Sub-agents or representatives require separate authorisation — this keeps every person actually transacting with a customer individually verified and accountable.
Can I do this alongside my current job?+
Yes, as long as it doesn't conflict with any exclusivity terms your current employer or intermediary relationship may already impose on you — the application asks whether you're currently associated with another financial intermediary so this can be reviewed.
What can and can't I promise a customer?+
You can explain products accurately, but you can never promise or imply guaranteed loan approval, a specific interest rate, guaranteed insurance acceptance or claim settlement, or guaranteed investment returns. Misrepresentation is one of the grounds for termination.
How do I track my application after submitting?+
You receive a reference number immediately on submission. Use it with your registered mobile number to check status any time — Submitted → Under Review → Documents Required / KYC Verification → Approved → Agreement Accepted → Agent Activated.
Is my personal and KYC information kept private?+
Documents are collected only for identity verification, stored securely, and never shared with unrelated third parties. Bank account numbers are masked wherever they're displayed internally, and your data may not be sold, shared as a database, or used for unrelated business.
Can the agreement be ended, by either side?+
Yes. KG Finvest may terminate for reasons such as fraud, misrepresentation, data misuse or regulatory violations, with notice where practicable and immediate action for serious misconduct. Pending commissions are reconciled at termination, and clawback terms continue to apply afterward as set out in the agreement.
KG Finvest does not guarantee loan approval, insurance acceptance, insurance claim settlement, or investment returns of any kind. The Agent Recruitment Agreement is a business and operational agreement; product-specific activities remain subject to applicable laws, regulations, licences and principal-company requirements.

Ready to see your own name on the ledger?

Applications take about ten minutes. You'll have a reference number before you close the tab.

Start your application →