A natural extension
Term protects the goal; health protects the corpus from medical shocks.
Mutual Fund Distributors
Protect the corpus you’re helping your investors build.
Insurance is the risk layer under every financial plan: a hospitalisation or untimely death can undo years of disciplined SIPs. Offer protection alongside investments as a certified POSP or a simple referral partner, with every claim handed to a dedicated human expert.
★★★★★ claims support for your clientsIRDAI-registered intermediary
Is this right for you?
A partnership that should fit how you already work
- already advise investors on goals, SIPs and long-term wealth
- want to protect goals with health and term cover, not just grow them
- want insurance without the paperwork or a claims headache
Why partner with MITRA
Where claims support becomes your edge
POSP or referral
Advise directly as a POSP, or refer and let MITRA manage the rest - your ARN remains yours.
Claims investors remember
The named human who manages a claim strengthens the trust you have already earned.
How it works
From hello to your first policy
A simple, compliant onboarding shaped around the commercial route that fits your practice.
- 01
Apply
Tell us about your practice.
- 02
Choose your route
Become a POSP or set up a referral partnership.
- 03
Start advising
Use the full shelf with quotes, comparisons and MITRA support.
- 04
We service, you grow
MITRA handles renewals and claims.
The commercial model
POSP or referral
Choose the IRDAI-certified POSP route to advise and earn directly, or a referral model where MITRA advises and services. Your ARN, mutual-fund business and client ownership are unaffected.
The difference your clients feel
Anyone can sell a policy. Few can stand beside a claim.
You have spent years earning investors’ trust with their money. A mishandled claim can undo that in a day. MITRA gives every policy a named expert so the hardest moment is handled well.
The shelf you’ll offer
Products your clients can access through you
Health insurance
Coverage, exclusions and the claim process, explained in plain language.
ExploreLife insurance
Term cover, riders and claims, explained without a sales pitch.
ExploreHome insurance
Protection for the home and belongings your clients have built.
ExploreCyber insurance
Protection for online fraud and identity theft, subject to policy terms.
ExplorePartnership FAQs
Questions, answered
Straight answers, in plain English.
Can an ARN-holding MFD sell insurance?
Yes - by becoming an IRDAI-certified POSP, or by using a referral route where MITRA holds the licence and services the policy.
Do I have to give up my ARN?
No. The partnership sits alongside your MFD practice and does not affect your ARN or AMC relationships.
Who handles my client’s claim?
A dedicated MITRA claim expert handles the documentation, insurer or hospital coordination and plain-language updates through settlement - free for the life of the policy.
Do I keep my client relationship?
Yes. MITRA handles the insurance advice, policy servicing and claims support; the trusted relationship you have built stays yours.
How do we get started?
Start with a short conversation about your clients, operating model and the compliant route that fits. Commercial terms follow IRDAI-regulated structures.
Explore other paths
There is more than one way to partner
Free · Unbiased · No pressure
Let’s build it together
A 15-minute call with our partnerships team - how it works, how claims support becomes your edge, and what route fits you.
