At Eureka, we have striven to make a name for ourselves through hard work and dedication. And now that we have, it’s our mission to help other financial professionals use our brand of success to serve clients better.
An association with us comes with the following benefits for our partners:
Eureka provides access to the latest financial technology for all trading and management functions.
If you’re a financial advisor looking to make a real impact in your clients’ lives, then the Eureka Wealth Partner programme is designed for you. Grow your knowledge, expertise, skill, and career with us!
We believe that Partners should have their own identity as well. Partners can market and represent themselves through Eureka Signage, Letterheads, Visiting cards, Products Brochures, Flyers, Banners, Standees and other marketing materials. However, all the marketing & promotional materials should be approved by us on design specifications by us and concerned authority (SEBI/Exchanges) for public domain.
Yes. All research reports are uploaded on MyEureka account of Partners and clients. Partners have all the assistance they need from us. Partners can contact us whenever they have any query. We also have a mobile application named as “EuTrend” for accessing research reports & information related to market.
Partners get a gamut of products and services to offer to its client, along with decades old Brand Name. Hence they can leverage on ‘Eureka’ brand and become successful almost immediately. All the services and back-end technology that Eureka has developed in its 25 years of existence will be available to its Partners
Being anAuthorised Person is not a necessary criterion to Partner with us. We look at the ability, motivation, experience in financial markets, a clean past record, and a good client base in a Partner
All partners will get the layout of our marketing tools. We will also keep you updated through regular mailers about our new initiatives and products& services.
We will train the Partner and his employees in the best possible way. We invest considerably in training to handhold you through the process and make you self-sufficient.
Our website and portal provide a plethora of data and reports which will help you analyze and take informed decisions
Yes. Every partner needs to get registered with the respective exchanges as an AP (Authorised Person)
Our website and portal provides a plethora of data and reports which will help you analyze and take informed decisions
Yes. Every Partner needs to register with SEBI & the respective exchanges.
There is no lock-in period for a Partner. To discontinue association a Partner will have to give us a 30-day prior notice along with the exchange closure fee. Alternatively, we can also give a 30-day notice to a Partner and ask him to discontinue.
The perspective applicants need to meet a below mentioned EUREKA Authorised Person Eligibility criteria:
Any entity (individual/body corporate) wishing to be a part of Eureka Group shall fulfil the following requirement before being appointed as Authorised Person: