A Unified Platform to Manage, Monitor & Grow Your Business.

Chola Securities Partner First Portal is an all-in-one digital platform designed to simplify how you run and scale your business. From client onboarding and portfolio tracking to analytics and reporting, everything you need is brought together in one intuitive, secure and powerful workspace.

Explore PartnerFirst Portal

What is the Partner First portal and what can partners do on it?

The Chola Securities Partner First portal is a web-based business management platform for Authorised Persons and Digi Partners. It brings together eight core capabilities in one workspace: an enhanced dashboard with key business metrics, simplified eKYC and reKYC workflows and a combined asset view across equity, mutual funds, PMS and bonds. It also offers client-wise 360° analytics, an investment tracker for portfolio monitoring, a digital library of product and compliance resources, a lead management system for tracking and converting prospects and advanced reporting tools for both partner and client views.

Partner First

What you get with Partner First

Everything you need to run, manage and grow your business — brought together in one intuitive, secure workspace.

Enhanced Dashboard

Smart widgets that display your key business numbers and performance metrics at a glance.

Simplified eKYC & reKYC

Seamlessly onboard and update clients with integrated digital KYC workflows built into Partner First.

Combined Asset View

Consolidated view of investments across Equity, Mutual Funds, PMS, and Bonds in one interface.

Client-wise 360° Analytics

Gain deeper insights into client behavior, performance and growth opportunities.

Investment Tracker

Monitor products and portfolio performance in detail with a dedicated tracking system.

Digital Library

Access product decks, one-pagers, compliance updates and marketing resources in one place.

Lead Management

Add, track and manage leads and appointments independently to improve conversion efficiency.

Advanced Reports

Generate customized reports tailored for both Partner and Client views.

Ready to get started with Partner First?

Join us today to explore the exciting possibilities that await when you partner with us.

Partner with Us

Frequently asked questions about the Chola Securities Partner First portal

The Chola Securities Partner First portal is a web-based business management platform for Authorised Persons and Digi Partners. It provides eight core capabilities: an enhanced dashboard with key business metrics, simplified eKYC and reKYC workflows, a combined asset view across equity, mutual funds, PMS, and bonds, client-wise 360° analytics, an investment tracker, a digital library of product and compliance resources, a lead management system, and advanced reporting tools for both partner and client views. The portal is accessible at partnerfirst.cholasecurities.com.

The Partner First dashboard displays smart widgets showing key business numbers and performance metrics at a glance. It provides a consolidated view of investments across equity, mutual funds, PMS, and bonds through the combined asset view, and enables deeper insights into client behaviour, performance, and growth opportunities through the client-wise 360° analytics feature.

Partner First includes simplified eKYC and reKYC workflows built directly into the platform. This allows Authorised Persons and Digi Partners to onboard new clients digitally and update existing client KYC information without switching to a separate system. The process is integrated into the Partner First workspace.

The Partner First portal includes a dedicated lead management system that allows partners to add, track, and manage leads and appointments independently. Partners can monitor their pipeline from lead addition through to conversion, improving efficiency and follow-up on prospective clientshe Partner First portal is accessible at partnerfirst.cholasecurities.com. You need to be a registered Chola Securities Authorised Person or Digi Partner to log in. If you are interested in becoming a partner to access the portal, you can apply through the Partner with Us form on this page.