Company Partners

A Company partner represents an organization, firm, or corporate entity that holds an ownership stake. The defining feature of a company partner is its stakeholder breakdown — the list of individual people behind the company and the share each of them holds. This lets you trace a corporate owner all the way down to the real people behind it.

Create a company partner

1. Go to Partners → Companies.
2. Select New Company (or Add Partner).
3. Fill in the company information, then build the stakeholder breakdown.
4. Select Save.

The partner is created with status Active by default.

Company information

Field	Required	Notes
Partner Name	Yes	The company name. 2–255 characters, unique within your organization, no special characters.
Designation Title	No	An optional label for the entity.
Mobile	Yes	A valid 10-digit Indian mobile number. Must be unique.
Alternate Mobile	No	A second number.
Email	Yes	A valid email address. Must be unique.
PAN	No	Company PAN in the ABCDE1234F pattern.
GSTIN	No	15-character GST number.
GST Registered Name / Type	No	The registered name and registration type.
Address	Partly	Business address — city, state, country, and pincode are required.
Preferred Communication Mode	No	Call, WhatsApp, or Email.
Notes	No	Internal remarks.

The compliance and address fields follow the same formats described for individuals — see Individual Partners and Validation Rules.

:::note Sensitive data is masked As with individual partners, a company partner's sensitive details — PAN, GSTIN, email, mobile, alternate mobile, and the business and personal addresses — are masked by default in the list and detail view.

Where you have permission, an eye / reveal icon reveals the full value; by default only an Admin can reveal this data, and every reveal is recorded in the Audit & Logs trail. Other roles see masked values only. See Data Security for the full rules. :::

The stakeholder breakdown

A company partner is backed by a list of stakeholders. Each stakeholder is an Individual partner who owns a share of the company, with a role title.

Field	Required	Notes
Individual Partner	Yes	Selected from the existing Individual partners.
Holding %	Yes	Greater than 0, up to 100. Two decimal places.
Holding Fraction	No	An optional readable fraction, such as 1/3.
Designation Title	Yes	The person's role in the company — Director, CEO, Manager, and so on.

The stakeholder rules

• The total holding across all stakeholders must equal 100%. If you provide stakeholder rows, their percentages must add up to exactly 100, or the save is rejected with "Total holding percentage must be 100%."
• A stakeholder must be an existing Individual partner — create the person first if they do not yet exist.
• No duplicates — the same individual cannot be added as a stakeholder twice.
• No self-reference — a company partner cannot list itself as its own stakeholder.

You can add stakeholders while creating the company, or manage them later. Editing the stakeholder list replaces the previous rows: stakeholders you remove are retired, and any you re-add are restored, but the 100% total must always hold.

Bank accounts

Like individuals, a company partner can have one or more bank accounts (bank name, branch, IFSC in the HDFC0001234 pattern, account number, holder name, account type, and an optional default-receipt flag). Add them during creation or from the partner's detail screen.

Edit a company partner

Open the company from the Companies list and select Edit. You can update the company information, the stakeholder breakdown, and the bank accounts.

• The name, mobile, and email must stay unique.
• When you change stakeholders, the total must remain at 100%.
• All changes are recorded in the audit trail.

Status, and deleting

A company partner uses the same Active / Inactive toggle as an individual. It cannot be deactivated or deleted while it is referenced by any holding — the system blocks the action and lists where it is used, and suggests setting it to Inactive instead. See Delete Guardrails for the complete rules.