FAQs

About Wealthy Broking Wealthy Partner

About Wealthy

Make better financial decisions and grow your money. Start your journey towards a secure tomorrow with Wealthy.

Learn

Insights Money Order Stories

Wealthy

Careers Partner-support Methodology Download-forms

Legal

FAQs Privacy Policy Refund Policy Terms and Conditions

Download Wealthy App

Standard disclaimer: Mutual fund investments are subject to market risks and past returns are not a guarantee of future returns.

Our take on disclaimer: Yes, investing is a risky subject and you may also lose money. But each one of us is losing more money by not participating in markets. Key to good investing is asset allocation, discipline and avoiding bad apples. After that, volatility or ups and downs is the second nature of the market. Sticking to your asset allocation and avoiding that animal called greed is the best way to ensure that your money grows and grows well.

WealthyIn Customer Services Private Limited

AMFI Mutual Fund Distributor - ARN 106846

Buildwealth Technologies Private Limited

IRDAI Corporate Insurance Agent - CA0711

Website Details: NSE/BSE/SEBI/CDSL/SCORES/AMFI
Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing WealthyIN Broking Private Limited, Registered Office: PN Plaza, 1090/B, Ground Floor, 18th Cross Road, 3rd Sector, HSR Layout, Bengaluru - 560 102, Karnataka, India Phone: +080- 48520671 website: www.wealthy.in For investor queries: wbservice@wealthy.in, for grievances: ig@wealthy.in Compliance Officer (Stock Broker & DP): Rakhesh Raghunath Email: compliance@wealthy.in, For DP related to wbkyc@wealthy.in, please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI Corporate Identity Number: U67110KA2022PTC159371, SEBI Stock Broker Registration No INZ000308532, Depository Participant: IN-DP- 737-2022 Member: NSE TM ID 90293, BSE TM ID 6798.

Attention Investors

1. Submission of nomination details/declaration for opting out of nomination for investors is mandatory for all individual Trading and Demat accounts. If you have not submitted your choice of nomination, please provide the same on or before 31 March 2023, failing which the trading account shall be frozen for trading and demat account shall be frozen for debits.

2. Linking PAN with Aadhaar is mandatory !. To avoid restrictions in operating your demat & trading account, please link your PAN with Aadhaar before 31.03.2023.

3. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.

4. Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day .......... Issued in the interest of investors

5. We would like to bring to your attention that unauthorised / illegal SMSs maybe sent in the name of WealthyIN, recommending certain scripts. We advise you to exercise caution and verify its authenticity before you act on a recommendation received via SMS or email.All SMSs/ email recommendations for the day that are sent by WealthyIN, can be verified by visiting our trading site.

6. Message from Exchanges and Depositories : The mentioned 6 KYC attributes ( Name, Address, PAN, valid Mobile number , valid Email id & Income Range) shall be mandatory in a client profile w.e.f August 1’st 2021 for newly registered clients and September 30,2021 for existing clients. Accounts without the mentioned 6 KYC attributes shall be considered as non-compliant accounts. Issued in the interest of investors.

What is SCORES?

SCORES is an online platform designed to help investors to lodge their complaints, pertaining to the securities market, online with SEBI against listed companies and SEBI registered intermediaries. All complaints received by SEBI against listed companies and SEBI registered intermediaries are dealt through SCORES. Filing complaints on SCORES – Easy & quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES : i. Name, PAN, Address, Mobile Number, Email ID c. Benefits : i. Effective communication ii. Speedy redressal of the grievances

Investor Charter Investor Awareness Policies & Procedures