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Transforming Mutual Fund Distribution with Advanced Tech Transforming Mutual Fund Distribution with Advanced Tech
Everything you need to grow your MFD business - advanced tech, product research, learning, marketing and full support - so you can focus on your clients.
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Rs 6,000
Crore+ AUM
20+
Offices
300+
Employees
9,000+
Wealth Partners
How Wealthy can help you?
Use Wealthy's AI Powered App to scale your business
Grow Your Business
Complete your client's KYC and start their first investment within 2 minutes with the help of AI on our app.
Send tailored investment proposals to your clients.
Industry-first SIP features with step-up and multi-day options.
Get Better fund analysis with Wealthy Ratings & Returns Calculator.
Easily access 10+ ready-to-use reports like including Holdings, Capital Gain/Loss, and more.
Wide-range of financial products
Mutual Funds, Stocks, Insurance & More
Our platform houses 1000+ financial products across mutual funds, stocks, fixed deposits, bonds, insurance, PMS, and AIF. There’s a product for every need and this ensures you develop a long lasting relationship with your clients.
You focus on clients, we’ll handle the rest
Smart Tech for Financial Distributors
You get a full ecosystem to run and grow your financial product distribution business. From sending professional onboarding links to tracking client portfolios and earnings in one place, everything you need is built in. The platform saves you time on manual work, helps you give better advice, and makes you look more credible with clients whether you’re just starting out or already growing fast.
Client Onboarding Link & Personalised Onboarding Page
Impress clients with your own webpage. Add your logo, photo, tagline and contact. Available in 9 languages, your page comes with an inquiry form. Every lead is synced to your dashboard, with email and WhatsApp notifications sent to you.
Our partners are our foremost priority
Research, Operations and Marketing support
Dedicated Support & Training
Not only will you get a dedicated relationship manager to meet your operational and service requests, but, you also get access to training programmes to upskill yourself along with content and marketing support to elevate your business.
App for your clients
Instant Tracking & Updates
Your clients get access to a seamlessly designed investment app to track their portfolios. That means, there are no more late night calls asking you - Hey, is my portfolio up or down today?
Helping partners grow
Partner Training & Development
Not only will you get a dedicated relationship manager to meet your operational and service requests, but, you also get access to training programmes to upskill yourself along with content and marketing support to elevate your business.
Grow your Client's Wealth
We're a team of investment experts with the pedigree of IIT-IIM and decades of experience in big names such as Citibank, Morgan Stanley, Edelweiss and Axis Mutual Fund.
But don't just take our word for how we're the #1 wealth platform for Advisors/Distributors in India – Hear it from our Partners and Industry Leaders.
We are so happy that we are associated with Wealthy, which is a forward thinking platform. Its product research is ahead of a lot in the market & from a tech back end, you get the best in the country.
Wealthy has done an incredible job to connect partners with investors & AMCs & building that bridge through tech which is what's critical, and I think that's going to help the overall industry to scale.
I'm sure in the coming years Wealthy is going to play a big role in revolutionizing the reach of capital market products into tier 2, tier 3 cities and beyond.
Join India’s fastest growing platform for
Mutual Fund Distributors (MFDs)
Empanel with Wealthy in just 60 seconds* and avail exclusive benefits.
At Wealthy, we believe managing a wealth business should be simple and its impact should be big. We take care of your tech, products and product researches along with marketing and support. Join Us.
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