thankyou-image
thankyou-image

Thank you for signing up with Wealthy!

Our team will be in touch with you soon.

Watch what our Wealth Partners have to say about us

(Just a 1 minute video)

Download
Free Content

Scroll down arrow

And we’ve got more for you as you wait ..

Benefit Icon
Level up your Sales skills by downloading our Free E-Book!
Download
Benefit Icon
Unlock the full potential of your Wealth Practice by downloading this Business PDF
Download
Benefit Icon
Get smarter about stocks and the economy with our insightful videos and newsletters
Explore

Download

Wealthy Partner App

Deliver exceptional investing
experience to your clients.

playstore
playstore-qr
appstore
appstore-qr
Wealthy Logo

Media Coverage

Latest media coverage and mentions about Wealthy across leading publications.

Chasing Sector Fund Returns in 2026? Here's What Investors Should Know First

31 Dec 2025 - business-standard.com

Chasing Sector Fund Returns in 2026? Here's What Investors Should Know First

Thematic and sector funds offer focused exposure to structural trends that may not be adequately represented in broader diversified portfolios

Why a lower expense ratio alone may not be reason enough to switch funds

28 Dec 2025 - business-standard.com

Why a lower expense ratio alone may not be reason enough to switch funds

Focus on risk-adjusted performance, and switch only if it is below par for a sustained period

Multi-Asset Funds: What worked in 2025 and what to do in 2026

26 Dec 2025 - Moneycontrol

Multi-Asset Funds: What worked in 2025 and what to do in 2026

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset funds diminish significantly

2025 IPO lessons: What retail investors learnt and how to spot 2026 winners

24 Dec 2025 - business-standard.com

2025 IPO lessons: What retail investors learnt and how to spot 2026 winners

2025 IPO lessons: Key takeaways from 2025 IPOs and how retail investors can spot opportunities in 2026

SEBI cuts mutual fund expense ratios: Should you switch to lower-cost funds?

19 Dec 2025 - Moneycontrol

SEBI cuts mutual fund expense ratios: Should you switch to lower-cost funds?

Capital gains tax, exit loads and the risk of poor timing can outweigh the benefit of slightly lower fees

SEBI lowers mutual fund expense ratios: What it means for your investments

19 Dec 2025 - Moneycontrol

SEBI lowers mutual fund expense ratios: What it means for your investments

SEBI trims mutual fund costs. Here’s how the change affects investor savings.

Passive Funds Revolution: India's Investing Shift – Benefits, Risks & Expert Insights

18 Dec 2025 - YouTube

Passive Funds Revolution: India's Investing Shift – Benefits, Risks & Expert Insights

The investing landscape in India is undergoing a silent revolution. Assets managed by passive mutual funds have surged nearly 7x over the last 5 years; A Mot...

Rs 10 Crore Corpus: How A Mid-20s SIP Beats A Rs 1 lakh SIP Started In Your 40s

18 Dec 2025 - Outlook Money

Rs 10 Crore Corpus: How A Mid-20s SIP Beats A Rs 1 lakh SIP Started In Your 40s

The math of compounding shows that time in the market matters more than a large monthly investment made later in life.

MFs expect minimal impact due to revamped fee structure

18 Dec 2025 - BusinessLine

MFs expect minimal impact due to revamped fee structure

SEBI's fee structure changes have minimal impact on mutual funds, while brokerage caps affect broking firms' revenues.

SEBI Slashes Mutual Fund Expense Ratios: What The 10-15 Bps Cut Means For Investors

18 Dec 2025 - TimesNow

SEBI Slashes Mutual Fund Expense Ratios: What The 10-15 Bps Cut Means For Investors

Approved at SEBI’s board meeting on Wednesday, December 17, 2025, the revised framework trims expense ratios by up to 15 basis points, with most asset categories seeing a 10 bps reduction., Markets, Times Now

India’s passive fund boom explained: Where index funds work, where active still wins

17 Dec 2025 - CNBCTV18

India’s passive fund boom explained: Where index funds work, where active still wins

India’s rapid shift towards index-based investing is reshaping how portfolios are being built, with passive funds gaining ground in large caps while active managers retain an edge in less efficient market segments. Market experts say the real opportunity for investors lies in blending both approaches—using low-cost passives for stability and selective active strategies for alpha.

Expert view: Elevated India’s debt-to-GDP ratio a key macro risk, says Niharika Tripathi of Wealthy

12 Dec 2025 - mint

Expert view: Elevated India’s debt-to-GDP ratio a key macro risk, says Niharika Tripathi of Wealthy

Niharika Tripathi from Wealthy.in shares her analysis on the Indian stock market and a tactical approach to investing in current market conditions, emphasising the importance of defensive strategies and sector selections amidst global economic uncertainties.

SIP of Rs 10,000 from your savings account or an STP from a Rs 1.2 lakh liquid fund- which works better?

08 Dec 2025 - Moneycontrol

SIP of Rs 10,000 from your savings account or an STP from a Rs 1.2 lakh liquid fund- which works better?

A SIP continues for years and naturally catches deep market corrections. An STP is limited to the months you choose at the start. If the big dip happens after your STP finishes, you simply miss it.

Stock Market Hits Record High: Is This The Right Time To Invest In Large-Cap Mutual Funds for High Returns?

27 Nov 2025 - Outlook Money

Stock Market Hits Record High: Is This The Right Time To Invest In Large-Cap Mutual Funds for High Returns?

Large-cap valuations look attractive versus mid and small caps, which are trading at high premiums.

SIP vs Lump Sum vs STP: What strategy works best for wealth creation

21 Nov 2025 - Moneycontrol

SIP vs Lump Sum vs STP: What strategy works best for wealth creation

SIPs and lumpsum offer a more stable and consistent return experience than lumpsum investing, especially over a 7-year or longer time frame.

SIFs Explained: The best of mutual funds & PMS/AIF

15 Nov 2025 - Moneycontrol

SIFs Explained: The best of mutual funds & PMS/AIF

SEBI's Specialized Investment Funds (SIFs) offer sophisticated investment strategies, bridging mutual funds and AIFs/PMS, with flexibility in equity, debt, and hybrid asset classes, targeting HNIs and affluent investors.

How many mutual funds are enough for a diversified portfolio

12 Nov 2025 - CNBCTV18

How many mutual funds are enough for a diversified portfolio

Choosing the right number of mutual funds is key to effective portfolio diversification. Experts say holding too many funds can lead to overlap, dilute returns, and complicate portfolio management.

What Are Specialized Investment Funds? Are They Better Than Mutual Funds?

11 Nov 2025 - YouTube

What Are Specialized Investment Funds? Are They Better Than Mutual Funds?

Specialised Investment Funds (SIFs) are emerging as a powerful new investment category for investors who want more flexibility and sophistication than tradit...

Banking, financial services funds: Enter via SIPs with a 5-year view

07 Nov 2025 - business-standard.com

Banking, financial services funds: Enter via SIPs with a 5-year view

Investing in Banking and Financial Services Funds: If loan growth does not rise towards the 12-13 per cent range, valuations may shrink

Too many mutual funds in your portfolio? The sweet spot may surprise you

03 Nov 2025 - business-standard.com

Too many mutual funds in your portfolio? The sweet spot may surprise you

Experts say the real trick lies in avoiding stock overlap and focusing on quality, not quantity.

Use passive funds in portfolio for broad-based, low-cost, stable allocation

02 Nov 2025 - business-standard.com

Use passive funds in portfolio for broad-based, low-cost, stable allocation

Avoid need to chop and change funds due to underperformance; supplement with active funds in satellite portion

Direct Vs Regular Mutual Funds: Which Route Is Right For You? Aditya Agarwal

30 Oct 2025 - YouTube

Direct Vs Regular Mutual Funds: Which Route Is Right For You? Aditya Agarwal

Direct Vs Regular Mutual Funds: Which Route Is Right For You? Aditya Agarwal | The Money ShowAditya Agarwal explains how to choose between direct and regular...

Aditya Agarwal से जानिए Long Term Investment के लिए कौन सा Fund बेहतर? | Direct Mutual Fund | BAFM

30 Oct 2025 - YouTube

Aditya Agarwal से जानिए Long Term Investment के लिए कौन सा Fund बेहतर? | Direct Mutual Fund | BAFM

Wealthy.in के Cofounder Aditya Agarwal से जानिए लॉन्ग टर्म निवेश के लिए कौन सा फंड बेहतर?डायरेक्टर या रेगुलर, कौन सा फंड है बेहतर? डायरेक्टर और रेगुलर फंड मे...

Coins, jewellery or bonds — what’s the most innovative way to gift gold this Diwali?

27 Oct 2025 - Fortune India

Coins, jewellery or bonds — what’s the most innovative way to gift gold this Diwali?

This Diwali, go beyond traditional gold coins and jewellery. Modern gold options offer a smarter, more flexible way to gift prosperity and build long-term value.

How to make your Rs 1 crore retirement corpus last 25–30 years with smart asset allocation

08 Oct 2025 - Moneycontrol

How to make your Rs 1 crore retirement corpus last 25–30 years with smart asset allocation

Even post-retirement, at least 30–35% equity exposure is necessary. The best way is through Systematic Withdrawal Plans from equity mutual funds, which provide monthly income while keeping money invested for growth.

सोना 4000 डॉलर, बैंक ऑफ अमेरिका की बड़ी चेतावनी, Wealthy के आदित्य अग्रवाल से डिजिटल गोल्ड पर चर्चा

07 Oct 2025 - YouTube

सोना 4000 डॉलर, बैंक ऑफ अमेरिका की बड़ी चेतावनी, Wealthy के आदित्य अग्रवाल से डिजिटल गोल्ड पर चर्चा

Gold Price Today News के इस वीडियो में Founder Virendra Vyas ने कॉमेक्स पर सोने का भाव 4000 डॉलर पहुंचने और बैंक ऑफ अमेरिका की चेतावनी की बात की है। साथ ही आ...

Gold at Rs 11,925 per gram ahead of Diwali: Should you buy & in what form?

07 Oct 2025 - business-standard.com

Gold at Rs 11,925 per gram ahead of Diwali: Should you buy & in what form?

Gold prices hit record highs ahead of Diwali. Explore expert tips on the best gold investment options, physical gold, jewellery, digital gold or ETFs - for maximum returns.

Welcoming a baby? Discover the hidden costs and how to budget for them effectively

06 Oct 2025 - mint

Welcoming a baby? Discover the hidden costs and how to budget for them effectively

Pregnancy and early childcare drastically increase household expenses, requiring couples to budget ₹2.5-3 lakh for maternity and boost monthly spending by 20-30%. Financial planning, insurance review, and starting long-term education savings early are crucial.

Jewellery, bricks or ETF: Here is the experts' pick for investment in gold

30 Sept 2025 - business-standard.com

Jewellery, bricks or ETF: Here is the experts' pick for investment in gold

Gold Buying Tips for Dhanteras: This Dhanteras, experts break down costs, risks and real returns to reveal the smarter pick

Startups and VCs race to digitize India's growing army of mutual fund distributors

23 Sept 2025 - mint

Startups and VCs race to digitize India's growing army of mutual fund distributors

Mutual fund agents are seeking tracking tools to scale faster and meet the growing need for personalized investment advice.

SEBI’s Big Move For MF Distributors! From Capped Incentives To Easier Norms

17 Sept 2025 - YouTube

SEBI’s Big Move For MF Distributors! From Capped Incentives To Easier Norms

SEBI’s Big Move For MF Distributors! From Capped Incentives To Easier Norms | The Money ShowSEBI rolls out major reforms for mutual fund distributors! From c...

MF Lite paves way for distributors to enter asset management business

03 Sept 2025 - BusinessLine

MF Lite paves way for distributors to enter asset management business

Leading Mutual Fund Distributors considering entering asset management using MF Lite regulation, launching passive Fund of Funds.

You're all caught up