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No. of Clients
(You will add every month)
Enter Avg. SIP Amount (₹)
Assumed: Avg returns of 12%, Avg Payout commission 0.7%
| Product Type | Txns per year | Avg Txn Value | Payout % (Upto*) | Earnings |
|---|---|---|---|---|
| Fixed Deposit | 10,00,000 | 1% | ₹ 0.00 | |
| Life Insurance | 1,00,000 | 35% | ₹ 0.00 | |
| Health Insurance | 20000 | 25% | ₹ 0.00 | |
| Bonds | 10,00,000 | 1% | ₹ 0.00 | |
| MLD/NCD | 10,00,000 | 1% | ₹ 0.00 | |
| PMS | 50,00,000 | 0.8% | ₹ 0.00 | |
| Grand Total | ₹ 0.00 | |||
Payout percentage is a conservative estimate.






Source : BCG-AMFI Report '18


Top FPDs use the My Teams feature to manage their employees. Grow their business and track employee performance.
Mutual Fund holding & transaction report, ELSS Reports, Capital Gains Report, Off-the-platform holding reports generated in seconds.
100 Crore club, WealthXchange, Wealth Academy Training Program (3 Levels), Weekly product training - Live & Recorded sessions to help you thrive.
A dedicated relationship manager to always assist with sales, product support & more. Reach them over phone or Whatsapp.
App for your clients (mapped to your account) to track their portfolio and add family members to track their Wealthy and external holdings
Wealthy offers the highest and most transparent payouts in the industry for the various financial products you offer your clients.
Shareable content with your branding, daily market update, personalized visiting card and brochures for client engagement and acquisition.
Monthly and weekly awards and certificates, milestone awards to give you the credit you deserve!



Over 40+ AMCs, Customised Mutual Fund Portfolios, easy to sort filters. Share a proposal in seconds.
Access various Health, Life, general and motor insurance as well.
Online broking platforms taking away your clients? Offer Equity and F&O along with Mutual Funds on one platform. Earn revenue share of brokerage.
Help your clients invest in top unlisted companies. Clients with a high investment appetite prefer to diversify their investments.
62% of our MFDs reported significant increase in revenue by cross selling fin products. Wealthy offers various private and government bonds & debentures.
Clients gain a higher interest rate by depositing their money in high quality corporate Fixed Deposits. MFDs find FDs useful to bring in new clients.
With Credit card usage growing in India, choose from over 55 credit cards based on your client's credit scores.
A range of PMS products for the wealthier clients you manage. Wealthy offers more than 10 PMS on the platform.






Bengaluru-based wealth management platform Wealthy.in on Tuesday said it has raised Rs 56 crore in Series A round of funding led by Alpha Wave Incubation.
Founded by two IIT-IIM alums,Prashant Gupta and Aditya Agarwal, Wealthy is committed to helping professionals grow their presence in Wealth Management. We are a bunch of passionate people operating at the intersection of technology and finance. In our efforts to deliver the best-in-class platform and deliver our promise, we have raised a total of INR 70 crore in our Series A funding.
