Wealthy’s superior technology, smooth client onboarding, highest payouts and marketing support powers 5000+ MFDs
Build your business and leverage our technology
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.
Top MFDs 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!
Wealthy’s platform is truly a game-changer. Apart from Mutual Funds, they offer Insurance, Bonds, FDs, PMS etc..that have revolutionized the way I han...
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.
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.
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.
The master ARN will be Wealthy, and your ARN will be used as a sub-broker for all 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.
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.
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.
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.
Yes, we will help you train for the NISM exam and assist you throughout the process.