Coffee with Creso: Spark more client conversations, one coffee at a time

Where you can enjoy your coffee

You will be able to redeem your “Coffee with Creso” vouchers at Starbucks.

The spirit of the program

Coffee with Creso is not a contest.
It is not a discount scheme.
It is not an incentive tied to AUM or product mix.

It is simply a gesture of partnership.

Our way of saying:
We see the work you do.
We know how relationships grow.
We want to support you in the moments that matter.

How rewards are issued

• Client additions are tracked directly inside the Creso platform

• Milestones are calculated automatically

• Rewards are delivered to your registered email ID

• No manual verification is required

This ensures the experience is seamless, instant, and interruption free.

Terms and Conditions

1. The “Coffee with Creso” program is open only to registered Mutual Fund Distributors with an active Creso account.

2. A “new client” refers to a client onboarded for the first time on the Creso platform during the campaign period with one successful transaction. One successful lumpsum transaction or one successful SIP transaction.

3. Only clients added within the 45 day from date of MFD sign-up will count towards rewards.

4. Each milestone reward can be earned once per MFD during the campaign.

5. The first milestone will get you a voucher of ₹500, the second one will get you an additional ₹500 voucher i.e total of ₹1000, and the third milestone will get you three ₹500 vouchers i.e a total of ₹2500

6. Rewards are non transferable, non refundable, and cannot be redeemed for cash.

7. Voucher redemptions are subject to the terms and availability of participating café brands.

8. Creso is not responsible for café service quality, redemption acceptance, or brand-specific policies.

9. Lost, deleted, or expired vouchers will not be reissued.

10. Creso reserves the right to modify, extend, pause, or cancel the program at any time.

11. Fraudulent activity, duplicate client creation, or misuse will result in disqualification.

Participation in the program implies acceptance of these terms.