CT
    FinanceVerified

    CapSquare Technologies

    Fintech platform that makes complex finance simple.

    Headquarters
    India
    Partner Types
    ReferralResellerTechnology Partner
    Countries Served
    India

    ABOUT THE COMPANY

    Capsquare is an Indian fintech platform untangling the toughest problems in finance, from investments to compliance to day-to-day financial management. Its products span Kashly for zero-commission, goal-based mutual fund investing, Moneymentors as a marketplace of verified Chartered Accountants, tax filing services and mutual fund distributors, ProposalPro for distributor proposal creation, and EquiSquare for cap table and ESOP management. Capsquare works with leading AMCs and registrars including SBI Mutual Fund, HDFC AMC, ICICI Prudential, Kotak, Axis, CAMS, and KFintech, and grows through mutual fund distributors, Chartered Accountants, and referral partners.

    Industries Served

    FintechWealth ManagementFinancial ServicesAccounting

    Regions

    India

    PARTNER PROGRAM

    A structured partner program with tiered benefits and deal protection.

    Partner Benefits

    • Deal registration protection
    • Tiered margins and rebates
    • Co-marketing funds (MDF)
    • Dedicated partner manager
    • Access to partner portal and training

    Requirements

    • Registered legal entity
    • Active sales pipeline in the category
    • Willingness to certify at least two staff
    • Signed partner agreement

    Sales Enablement

    • Battle cards and objection handling
    • Pricing and quoting tools
    • Deal registration workflows

    Marketing Support

    • Co-branded assets
    • MDF for lead-gen campaigns
    • Event support

    Technical Support

    • Solution architect access
    • Priority partner support queue
    • Sandbox and demo tenants

    Training and Certifications

    • Sales certification
    • Technical certification
    • Ongoing enablement webinars

    PRODUCTS

    Kashly

    Mutual fund investment platform with smart recommendations, real-time portfolio tracking, goal-based investing, and a zero-commission structure.

    Moneymentors

    Marketplace connecting investors with verified Chartered Accountants, tax filing services, and mutual fund distributors.

    ProposalPro

    Free proposal maker for mutual fund distributors, with templates, automated calculations, and brand customization.

    EquiSquare

    Cap table and ESOP management software for startups and growing companies, with an investor relations portal and compliance automation.

    FAQS

    Submit the application form on the vendor's partner program page. Most vendors review applications within 5-10 business days.

    READY TO PARTNER WITH CAPSQUARE TECHNOLOGIES?

    Submit your application and a partner manager will reach out.