Partners Overview
A Partner is a person or business that holds an ownership stake somewhere in your operation. Partners are the building blocks of ownership: you create them once in the Partners master, then reference them wherever a share needs to be recorded — in partnerships, in projects, and in individual units.
Think of the Partners master as your address book of owners. Keeping it accurate means every ownership statement, settlement, and holding chart across Vruksha stays correct.
Two kinds of partner
Every partner is one of two categories. The category determines how the partner is set up and what extra information it carries.
| Category | Who it represents | Distinctive feature |
|---|---|---|
| Individual | A single person | Personal identity details (PAN, Aadhaar), personal address |
| Company | An organization, firm, or corporate entity | A stakeholder breakdown — the individual people behind the company and their holding percentages |
A Company partner does not stand alone — behind it sits a list of stakeholders, each of which is an Individual partner with a holding percentage and a designation (Director, CEO, and so on). Those stakeholder holdings must total 100%. This lets you drill from a corporate owner all the way down to the real people behind it.
Where partners are used
Once a partner exists, you can reference it in several places:
- Partnerships — a partner becomes a row in the holdings table with a percentage and an optional managing-partner flag.
- Project and subproject holdings — partners own shares directly at the project or subproject level.
- Unit shareholders — partners can own shares in individual units.
- Stock holdings — partners can hold shares in land/asset stock.
Because partners are referenced so widely, the master enforces guardrails: you cannot delete a partner that is in use anywhere, and a partner must be Active to be added to a new active holding.
Status
Each partner has a simple status:
| Status | Meaning |
|---|---|
| Active | The partner can be used in new holdings. |
| Inactive | The partner is retired from new use. It cannot be added to a new active holding, and existing holdings that still reference it may block deactivation. |
Uniqueness
Within your organization, a partner's name, mobile, and email must be unique. The system will stop you creating a duplicate.
Where to go next
- Individual Partners — create and edit a person.
- Company Partners — create and edit an organization with its stakeholder breakdown.