Dear Partners!

We’re back with updates. This time, the platform is even better for you, with another product to offer to the clients, design improvements, and other enhancements.

Read on to know more!

SIF – Live on Store

SIF, a brand new product category in the market, is now available on the Wealthy Platform. Partners can easily create and share proposals for it with their clients.

Available on both App and Web Dashboard

Offline SIPs now on the SIP Book page

Partners can now view and manage their clients’ offline SIPs directly from the SIP Book page. With this update, you can track your complete monthly SIP book in one place, including both online and offline SIPs.

Available on both App and Web Dashboard

Native Calculators on the App

The calculators have a new look and feel. They’re now faster, smoother, and easier to use, so you can quickly try out different values and create co-branded PDF plans without any hassle.

Available on both App and Web Dashboard

Revamped Health Insurance Purchase Flow

Our all-new Health Insurance purchasing journey is now live!

Plan Comparison: Easily compare top health insurance plans across insurers
Banner Preview: View promotional banners directly within the window — no downloads required
Fallback View: If plan details fail to load from the source, all information except premium will still be visible
Seamless Support: Partners can directly reach their assigned Insurance Specialist or RM if premium loading fails or assistance is needed

Available on both App and Web Dashboard

Fund Analysis - For Clients

Clients can now get deeper insights into each fund, including:

5-year performance trends
Comparison of returns within the same category
A clear view of the fund’s risk level (Riskometer)
Wealthy Score — a quick way to see how stable and strong a fund is

Proposal Analysis - For Clients

At the overall proposal level, your clients can now see:

How their investments are spread across sectors, asset classes, and market caps
A clear and simple breakdown of their investment allocation.

Share this edition

Just use these easy share buttons

Get smarter about stocks