Coffee with Creso: Spark more client conversations, one coffee at a time
Dec 4, 2025
For most Mutual Fund Distributors, new business does not start with a platform or a transaction. It begins with something far more human, a conversation. And many of those conversations take place across a café table, over a cup of coffee, with a client learning to trust you. At Creso, we believe these moments are the heart of your work. They are where relationships form, needs are understood, and long term investing journeys begin. Coffee with Creso is our way of helping you spark more of those conversations.
How Coffee with Creso works
In your first 45 days using the Creso platform, you can earn coffee rewards simply by adding new clients and sparking more of those important conversations.
Here are the milestones:
When you hit a milestone, your reward is generated automatically and sent straight to you via Email.
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
The “Coffee with Creso” program is open only to registered Mutual Fund Distributors with an active Creso account.
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.
Only clients added within the 45 day from date of MFD sign-up will count towards rewards.
Each milestone reward can be earned once per MFD during the campaign.
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
Rewards are non transferable, non refundable, and cannot be redeemed for cash.
Voucher redemptions are subject to the terms and availability of participating café brands.
Creso is not responsible for café service quality, redemption acceptance, or brand-specific policies.
Lost, deleted, or expired vouchers will not be reissued.
Creso reserves the right to modify, extend, pause, or cancel the program at any time.
Fraudulent activity, duplicate client creation, or misuse will result in disqualification.
Participation in the program implies acceptance of these terms.
Support
For any questions or assistance, please reach out to:
support@creso.in
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