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Insurance Advisors earn more now!
Lakhs of Insurance advisors have increased their income by cross selling Mutual funds, Bonds & FDs to their clients.
Wealthy is India’s top platform to access all financial products your clients will need!
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Benefits and Support for Insurance Advisors
Multiple Financial Products
Dedicated Relationship Manager
Client App
Best payouts in the industry
Trail commission
Desktop & App Available
Marketing Support
Superior back office & Tech
Completely digital, no paperwork
All financial products on one platform
MF Investment made simple for your clients
Brokerage share from all Trades
Range of Pre IPOs
For clients who need more
AAA & AA Rated FDs only
Great commissions on cards
For a minimum investment of Rs 50 L
Safeguard for your clients
Help your clients buy Mutual funds with the click of a few buttons. Completely digital and no paperwork.
Online stock broking platforms taking away your clients? Earn a revenue share from the trades carried out by your clients.
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.
Access various Health, Life, general and motor insurance as well.
Why do Insurance Advisors choose Wealthy?
- Team Office
- Reports
- Training
- Dedicated Support Team
- App for Clients
- Highest Payouts
- Marketing Material
- Rewards & Recognition
Top Advisors 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!
India's best
Mobile app experience
for Insurance Agents
functionalities on app
KYC verification
on the go
5000+ Wealth Partners
4500+ Crore InvestmentsWhat Partners say about us
I upgraded myself from Insurance advisor to Wealth Partner. Now, I have better product range, commission and support
Read More...
Nirban Nandy
Bangalore
Nirban Nandy
What kind of support do I get from Wealthy?
Once you finish your KYC verification, you will be assigned a dedicated relationship manager. They will help you with sales closures, product research & selection, portfolio reviews and business growth ideas. Regular training and marketing support is provided for your business growth.
How do I receive a payout?
We offer payouts on a monthly basis for all products except insurance. For insurance products, the payout is done on issuance after the free look-in period. We also offer two payout cycles to ensure faster settlement. We make it simple for you to track and calculate your earnings from the dashboard.
Is my ARN mapped under Wealthy?
The master ARN will be Wealthy, and your ARN will be used as a sub-broker for all the transactions.
On which platform are you executing the transactions?
All your transactions will be executed on the wealthy platform. Not just transactions, it will also help you monitor and track your clients' portfolios. You shall also get an app to monitor your business as well as the clients.
Can I carry out offline transactions on Wealthy?
Yes, offline transactions can be done. You need to submit the application form, scheme copy and KYC details of the clients to the relationship managers (RMs) or to the nearest POS. The request will be processed once we receive it.
Can I offer other products to the clients apart from mutual funds?
Yes, we are a multi-product platform. You can offer equity, insurance, NCDs, Bonds & Debentures, Credit Cards and FDs. We will update you about every new product.
What is the process to join Wealthy as an MFD?
You must complete the KYC by submitting your PAN, Aadhaar, and bank details on the app. Once you add your clients, you can start transacting immediately.
Will I get commission if my client does transactions on the app?
Yes, Once the client is mapped to you, any transaction that the client does will be treated as your business. You will be eligible to earn a commission on the same.
Will Wealthy help me get an ARN?
Yes, we will help you train for the NISM exam and assist you throughout the process.