
Membership & Referral Programme
Terms & Conditions
- 01
Membership is free to join and there are no minimum referral commitments required from a Vantage member.
- 02
Referrals may be submitted by email to vantage@credvest.com for documentation and attribution. The referral will be mapped to the member's name following onboarding. A member portal is under development and may, in time, provide members with visibility of their referrals and related activity.
- 03
A referral may be made for a prospective client from any location, subject to the availability and geographic scope of the relevant Credvest service. At present, real estate projects and dining are available in Bengaluru and Hyderabad; Parking Capital investments may be accessed from anywhere; and interiors are currently undertaken in and around Karnataka.
- 04
A referral is intended to be a genuine introduction to a person or business whom the member believes may have an interest in Credvest's services. Members are not required to facilitate transactions or provide investment advice.
- 05
Referral commissions are applicable to the services offered by Credvest, subject to the applicable commission rate and programme terms for the relevant service. For real estate, the stated referral commission is 1% of the transaction value of the property.
- 06
Earnings may begin from the first successful referral and there is no stated cap on referral earnings, subject to the applicable programme terms, successful conversion, and the relevant transaction requirements.
- 07
Credvest will make reasonable efforts to convert referrals into business. The member's relationship manager will keep the member updated regarding communications with the referred person, subject to appropriate confidentiality and privacy considerations.
- 08
Where a referred person is converted into a client, the member will receive the applicable commission for that conversion, subject to the programme terms.
- 09
If attribution between members becomes relevant, Credvest will check which member's referral was tagged first. Credvest's attribution determination will apply for purposes of recognising the referral.
- 10
For real estate referrals, following receipt of the booking value and execution of the required documents by the referred person, a cooling period of 10 business days will apply before the referral payout is processed, to allow for cancellations. Following the cooling period, the finance team will process the payout and provide the relevant payment documents and statements.
- 11
Applicable TDS will be deducted from referral payouts in accordance with applicable requirements. Credvest may provide a certificate of deduction where available.
- 12
Based on the current referral programme clarification, commissions already earned by a member do not have to be returned if the member subsequently chooses to discontinue their Vantage membership.
- 13
There are no stated restrictions on a member maintaining or conducting other businesses or professional activities alongside Vantage membership.
- 14
For Parking Capital, relevant legal documentation may be shared with interested members or their referrals. Vantage members are not expected to facilitate or execute investment transactions.
- 15
Access to pre-launch assets and other opportunities is subject to market availability. Credvest may use its industry network to access such opportunities, but availability cannot be guaranteed.
- 16
Members may choose to discontinue their Vantage membership at any time. Discontinuation does not affect commissions already earned, subject to applicable programme terms and completed eligibility requirements.
- 17
Credvest may formalise additional referral agreements, processes, documentation, or programme terms as the Vantage referral programme develops. Members will be subject to any applicable updated terms communicated by Credvest.
For questions about these terms, write to vantage@credvest.com or call +91 72594 04006.