1. Program Scope & Eligibility
The WealthBodha AI Founding Partner Program is designed for certified and professional financial intermediaries, including Independent Financial Advisors (IFAs), SEBI-Registered Investment Advisers (RIAs), Mutual Fund Distributors (MFDs), wealth managers, and financial institutions operating in India. By applying or participating, you represent that your organization possesses all valid licenses and regulatory registrations required to practice.
2. Partner Independence & Advisor-Client Relationship
WealthBodha AI respects and protects the partner-client relationship. WealthBodha AI acts solely as an independent technology, behavioral intelligence, and analytics software provider. WealthBodha AI does not solicit, solicitate execution brokerage, or usurp the primary advisory relationship between you and your attributed investors.
3. Founding Pilot Cohort & Commercial Terms
Participation in the WealthBodha AI Founding Partner Program pilot cohort is provided on a complimentary, trial basis. WealthBodha AI reserves the right to introduce premium enterprise partner tiers, features, and commercial models with prior notice before the conclusion of the pilot period. Continued participation will remain entirely voluntary.
4. Referral Links & Attribution Policy
Approved partners are issued a unique Partner Code and Shareable Referral Link. Attribution operates on a transparent 30-day first-touch tracking model: when a prospective investor accesses WealthBodha AI via your link and registers within 30 days, that investor is permanently associated with your partner profile for aggregate reporting and cohort insights. Referral links must not be distributed via unsolicited spam, misleading advertisements, or deceptive marketing practices.
5. Data Privacy & Confidentiality
All applicant and investor data is governed by our strict enterprise data privacy standards. WealthBodha AI does not sell, rent, or trade your investor contacts to third-party institutions. Investor personality, psychological bias assessments, and diagnostic metrics are processed securely and encrypted in transit and at rest.
6. Non-Advisory Nature of the Platform
WealthBodha AI is a financial technology and behavioral intelligence platform, not a SEBI-registered portfolio manager or execution broker. All outputs, personality archetypes, bias coaching summaries, and insights generated by WealthBodha AI are for educational and diagnostic purposes only. Partners remain solely responsible for any investment recommendations or asset allocations provided to their clients.
7. Intellectual Property & Brand Guidelines
WealthBodha AI grants approved partners a limited, revocable, non-exclusive license to use the “WealthBodha AI Founding Partner” mark and official marketing collateral strictly in connection with introducing investors to the platform.
8. Term & Termination
Either party may terminate partner participation at any time upon written notice. Upon termination, referral links may be deactivated, while pre-existing investor registrations will retain their original platform access.
9. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of India, subject to the exclusive jurisdiction of the competent courts in India.