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Assumptions
The investments grow at an annual return of 12%
A trail commission of 0.70% a year is paid out on the net assets
*₹3 lakhs of monthly earnings is by the 10th year of the business assuming payouts remain constant.
Assumptions
You add 50 Clients/year to reach approx. 200 clients by year 5
Each Client Places 30 orders/year
Business Opportunity
Total Annual Income
If you add 2 clients per month…
Assumptions
Life Insurance coverage of ₹ 2 crores till the age of 80 under a regular pay option
Health Insurance coverage of ₹ 10 lakhs
Payouts are calculated on the average premiums for a 40-year-old, non-smoking, male individual
Note: This is calculated as a one-time payout when a client buys a policy
Program (3 Levels)
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industry experts
who have achieved
100 Cr in AUM
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“Wealthy's Tracker has helped my clients consolidate their scattered mutual fund investments.”
Birender, Wealth Partner
“We relied on physical documentation for KYC. You made the process so easy that we can now onboard a client within 5 minutes.”
Sanket, Wealth Partner
“Selling mutual funds has become easy with Wealthy. I did an application of ₹1 lakh just in under a minute.”
Ghulam, Wealth Partner
“I operate out of Malaysia. With Wealthy’s App & support, I can run my operations from anywhere in the world.”
Nihar, Wealth Partner
“Wealthy's Tracker has helped my clients consolidate their scattered mutual fund investments.”
Birender, Wealth Partner
