-Secure long-term earnings for your business.

It is a structured model designed to ensure advisors receive a stable and assured income, irrespective of market volatility or client fluctuations. In case of retirement, if neither the advisor’s legal heirs nor nominees wish to continue, the advisor or their representatives will still be entitled to business income, provided the required minimum AUM or guaranteed income is achieved. In the unfortunate event of the advisor’s death or permanent disability, the same entitlement applies — ensuring financial continuity for the advisor’s family or legal heirs. The remaining income will be payable to the successor advisor managing the business, after adjustment of licensing and monitoring fees. This module not only safeguards income but also provides opportunities for performance-based growth, empowering advisors to focus on client service while the company supports them with tools, research, and resources.

Income Guarantee Module can be triggered mainly in 3 conditions

• Retirement
• Advisor Succession – In Case of Death
• Advisor Succession – In Case of Disability