Grow Your MFD Business 3x Faster with Wealthy

What Industry Leaders Say

CEOs of India's top AMCs on the role Wealthy plays in the distribution ecosystem

"Wealthy has done an incredible job of connecting partners with investors and AMCs - building that bridge through tech."

Avinash Satwalekar

President · Franklin Templeton AMC India

"In the coming years, Wealthy is going to play a big role in revolutionising the reach of capital market products."

Aashish Sommaiyaa

Executive Director & CEO · WhiteOak Capital

"Wealthy is a forward-thinking platform. Its product research is ahead of a lot in the market."

Swarup Mohanty

Vice Chairman & CEO · Mirae Asset India

Ten Pillars. One Growth Engine.

Your practice runs on operations, research, marketing, learning and support. We built one platform that handles all of it.

Operations | Research | Marketing | Learning | Support We built one platform that handles all of it.

PLATFORM & APP

Tech that handles the operational load

Partner app, desktop, client app - your business runs from any device, in real time. Add clients in seconds. KYC completes in 95% of cases without you stepping in once.

No more chasing forms. No more dropped follow-ups. Just an interface designed for the way an MFD actually works through their day.

RESEARCH & PLANNING

The homework, already done

Wealthy Select ratings, side-by-side fund comparisons, goal & SIP calculators, Wealth Signal, custom and curated baskets, and Wealthcase portfolios - all in one place.

Walk into every client meeting with a defensible recommendation backed by research. Spend the meeting building trust, not building slides.

MARKETING

Your brand, our marketing engine

Three fresh marketing posters every week in multiple languages. A branded webpage in 9 Indian languages. Daily market updates ready for WhatsApp. Investor Awareness Programmes (IAPs) that help you run end-to-end.

Your name in the front, our content team behind it. The kind of consistent presence that usually takes a four-person agency to produce.

PORTFOLIO REVIEWS

Every client meeting, an opportunity

Our Tracker tool pulls in the client's external holdings across AMCs. AI Portfolio Review tool generates a clean, brandable review report. Switch feature moves under-performers into your ARN - no paperwork.

A workflow that used to take days now closes inside one meeting. Your wallet-share grows quietly, conversation by conversation.

LEARNING & DEVELOPMENT

Your learning never stops, neither does your business

NISM training and renewals, Wealthy Launchpad for onboarding, the R100 Cr Club community, monthly partner meets, and Velocity - our annual flagship summit attended by top partners.

Always a step ahead of regulatory changes, market shifts, and the new product categories your top clients are about to ask you about.

MULTI-PRODUCT

Every product your client will ever need

Mutual Funds, Insurance, Broking, DEMAT, FDs, Bonds, IPOs, Pre-IPO, PMS, AIFs, SIF, and Wealthcase - all under one ARN, one onboarding, one relationship.

Same client, deeper wallet share, zero reason for them to ever look elsewhere. The cross-sell happens because the platform is already in their pocket.

BUSINESS DASHBOARD

Run your practice from anywhere

Live revenue, active SIPs, client count, AUM by category. Drill down by product, client, period or team member. Spot trends and know your revenue flow clearly.

Built for the MFD who's outgrown spreadsheets. Clear at a glance, deep when you need it.

CLIENT APP

Another reason your clients never leave

Broking and F&O, smart baskets, Wealth Signals, family portfolios, external fund tracker, goal-based investing. Everything a broking app offers - but with you, their MFD, in the loop.

When the client wants to trade, they don't open a broking app. They open your app. And every transaction strengthens the relationship instead of bypassing it.

RM SUPPORT

Your team, before you build one

A dedicated Relationship Manager each for Mutual Funds, Insurance, and Broking. Onboarding, servicing, escalations, product walkthroughs - all on a first-name basis.

Always close to home, always one call away. The kind of human support a 10,000-MFD network shouldn't be able to offer at scale, but does.

COMPLIANCE

Compliance handled. So you don't have to

The latest GST changes, quarterly reconciliations, clawback management, AMFI and SEBI filings - handled by our compliance team. One consolidated invoice, no matter how many AMCs are in the picture.

Audit-ready, always. The hours you used to spend on reconciliation go back to where they belong: in front of clients.

Awards & Recognitions