Why Partner with Yellow?

Offering your clients a comprehensive, simple solution to create their Will and complete their financial plan is a big plus point. However, that's just the beginning of the benefits you'll enjoy when collaborating with Yellow. Here's what sets us apart:

Streamlined Solutions

We offer a user-friendly platform that simplifies the Will-making process, making it accessible to everyone.

Expert Guidance

Our legal and financial experts, with over 50 years of combined estate planning experience, guarantee the highest legal and comprehensive standards for every Yellow Will created.

SMART Asset Transfer

Yellow is India’s only end-to-end solution offering post-demise asset transfer assistance to families in their time of need.

Education Initiatives

We conduct regular masterclasses in Will-making for numerous audiences and interests. Our interactive Q&A sessions consistently receive high ratings from all our attendees.

Customized for Your Needs

Whether you're a legal professional, a wealth manager, or a financial advisor, we provide tailored solutions to match your specific requirements.

Get in touch

Why Partner with Yellow?

For Investment Advisers

Give more value to your clients and show them you care.

Get your clients access to estate planning tools such as Wills and Trusts at an affordable price.

Increase average revenue per customer.

Revenue share model, adding a financial benefit to your practice.

Increased loyalty and customer referral

For Your Clients

A robust, legally valid and affordable Will through the Yellow platform.

Guidance by Yellow’s in-house team of legal experts with more than 50 years of estate planning experience.

Access to 500+ agents on ground to help transfer all assets in India.

Options to go for more complex solutions such as Trusts.

Free educational webinars and discounts.

Get in touch

What our partners say

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I have subscribed to Yellow for creating my Will, already. I am glad I did that. You are a class apart. I love these Zoom sessions. Looking forward to get more clarity.

“Excellent presentation. Have got in touch with Yellow to update myself and understand the details for Will creation.”

“Very informative. This sort of session should be compulsory for us all.”

“Well done. While lot of us, including myself understand the need for Will, it is our lethargy not allowing to go beyond the nomination stage and we feel the job is done. Thanking you for the wake up call.”

“Very helpful, covered & clarified every minute detail.”

“It was awakening session for all seniors and fear of writing a Will. The session gave confidence.”

“Very informative and useful insights on issues we tend to ignore. "

“Very excellent one. Will be using their services”

Frequently Asked Questions

What is the process to collaborate with Yellow for estate planning or will-making services for my clients?

To collaborate with Yellow on estate planning or will-making services for your clients, here's how you can start:

Contact Us: Begin by reaching out to us here. If you're located in Bangalore, you're welcome to visit our office for an in-person discussion. For those located elsewhere, we'll arrange a video call at a time that suits you.
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Understanding Your Needs: This first meeting, whether in-person or online, is crucial. It allows us to thoroughly understand your business model and the specific needs of your clients. Our goal is to ensure that our services align perfectly with your requirements.
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Partner Agreement: Following our discussions, we will draft a tailored partner agreement, reflecting the specific aspects of our collaboration based on what was discussed. This will ensure a clear path forward for our collaboration.

Do you have an office in my city?

Yellow operates through a flexible model with team members in various locations, including Mumbai, Pune, Delhi, and Bangalore. While we might not have a physical office in every city, our extensive network allows us to serve clients throughout India.

What kind of support can I expect from the Yellow team?

At Yellow, our commitment to our partners extends to providing comprehensive support, ensuring a smooth and effective collaboration. Here's what you can expect from us:

Expert Training: We offer detailed training on handling queries related to Wills and estate planning. This empowers you with the necessary knowledge and confidence to effectively address your clients' needs.
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Direct Client Contact: If you prefer, we can take the initiative to contact your clients directly, managing all their inquiries on your behalf. This ensures your clients receive professional and informed responses to their questions.
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Lawyer Consultations: For more complex legal queries, we provide access to consultations with lawyers at an additional, yet reasonable fee. This service ensures that you and your clients have access to expert legal advice when needed.
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Educational Webinars: In addition to the above services, we also offer free educational webinars for the clients of our partners. These webinars are designed to provide valuable insights into estate planning and Will-making, further supporting your clients through their decision-making process.

Can partners access a dashboard for client history or lead status?

Currently, Yellow does not offer a partner dashboard. However, we use a lead generation form to manage and track leads. We plan to introduce a dashboard in the future to make this process more streamlined.

How do I register a client with Yellow?

Until our partner dashboard is live, leads can be registered using our Lead Generation Form, available here

How are the commissions paid to the partners?

Commissions are rewarded to our partners on a monthly schedule, ensuring timely and consistent compensation for your contributions. These payments are made in Indian Rupees, directly into the bank account specified by you, the partner.

Is there a Key Account Manager available as my point of contact?

Yes, Yellow ensures that every partner has a Key Account Manager assigned to them as their primary point of contact.

What are the documents required for Empanelment?

To get started with Yellow, you'll need to submit a few important documents for empanelment:

Agreement: A signed copy of the partnership agreement, with your signature on every page.
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Proof of Business: A self-attested copy of your registration/ license to act as an investment, retirement, insurance or any other financial advisor such as ARN, RIA, PFDRA, IRDA, etc.
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GST or Aadhaar: For companies, provide a self-attested copy of your GST certificate showing your address. If you're an individual, a self-attested Aadhaar card copy is needed.
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PAN Card: Businesses should submit a self-attested copy of the company PAN card. Individuals need to provide a self-attested copy of their PAN card.
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Cancelled Cheque: A self-attested cancelled cheque for setting up payment processes.
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These documents help us ensure everything is set up correctly and legally for our partnership.

Let’s Join Forces

In today's world, a comprehensive financial plan isn't truly complete without a robust succession strategy. That's where we come in.

At Yellow, our mission is clear: to empower every Indian with a straightforward, stress-free way to create their Will and secure their family's future.

About Yellow

Wills

Trusts

Asset Transfer

Value-add

Why Partner with Yellow?

Why Partner with Yellow?

Yellow has already empowered financial advisors representing over 10000 clients across India.

What our partners say

I have subscribed to Yellow for creating my Will, already. I am glad I did that. You are a class apart. I love these Zoom sessions. Looking forward to get more clarity.

“Excellent presentation. Have got in touch with Yellow to update myself and understand the details for Will creation.”

“Very informative. This sort of session should be compulsory for us all.”

“Well done. While lot of us, including myself understand the need for Will, it is our lethargy not allowing to go beyond the nomination stage and we feel the job is done. Thanking you for the wake up call.”

“Very helpful, covered & clarified every minute detail.”

“It was awakening session for all seniors and fear of writing a Will. The session gave confidence.”

“Very informative and useful insights on issues we tend to ignore. "

“Very excellent one. Will be using their services”

The Perfect Fit

Frequently Asked Questions

Our Investors

Nikhil Kamath

Kunal Shah

Pranav Pai

TT Jagannathan

Let’s Join Forces

In today's world, a comprehensive financial plan isn't truly complete without a robust succession strategy. That's where we come in.At Yellow, our mission is clear: to empower every Indian with a straightforward, stress-free way to create their Will and secure their family's future.

About Yellow

Wills

Trusts

Asset Transfer

Value-add

Why Partner with Yellow?

Streamlined Solutions

Expert Guidance

SMART Asset Transfer

Education Initiatives

Customized for Your Needs

Why Partner with Yellow?

For Investment Advisers

For Your Clients

Yellow has already empowered financial advisors representing over 10000 clients across India.

What our partners say

I have subscribed to Yellow for creating my Will, already. I am glad I did that. You are a class apart. I love these Zoom sessions. Looking forward to get more clarity.

“Excellent presentation. Have got in touch with Yellow to update myself and understand the details for Will creation.”

“Very informative. This sort of session should be compulsory for us all.”

“Well done. While lot of us, including myself understand the need for Will, it is our lethargy not allowing to go beyond the nomination stage and we feel the job is done. Thanking you for the wake up call.”

“Very helpful, covered & clarified every minute detail.”

“It was awakening session for all seniors and fear of writing a Will. The session gave confidence.”

“Very informative and useful insights on issues we tend to ignore. "

“Very excellent one. Will be using their services”

The Perfect Fit

Frequently Asked Questions

Our Investors

Nikhil Kamath

Kunal Shah

Pranav Pai

TT Jagannathan

In today's world, a comprehensive financial plan isn't truly complete without a robust succession strategy. That's where we come in.

At Yellow, our mission is clear: to empower every Indian with a straightforward, stress-free way to create their Will and secure their family's future.