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India's #1 Wealth Partner Platform
Built for India's Mutual Fund Distributors and Wealth Planners who want Growth.Tech.Scale.
Wealthy's superior MFD platform powers your business with advanced AI technology, so you can focus on your clients and build your book.
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Onboard in 2 minutes
Automated reports
Unified payouts, One Invoice
Multiple financial products
₹6,000 Cr+
AUM on platform
13,000+
Wealth Partners
1,00,000+
Investors served
30+
Offices in India
40+ AMCs available on the Wealthy platform
Every other platform built digital forms from your paperwork. We built intelligent workflows.
Most MFD platforms took the old process and put it on a screen. We rebuilt the process around AI, so the work that used to consume your evenings now happens while you sleep.
Infrastructure that doesn't blink
- Real-time portfolio data updated the moment markets move
- Instant transaction processing on peak-volume days
- Stable through volatility and tax season when it matters most
Dedicated Human Support
- Dedicated Relationship Manager from day one
- Insurance & Broking specialists on call
- Reach us anytime over phone or WhatsApp
- Expert guidance whenever you need it
Support that helps you grow
- Dedicated onboarding and continuous training through Wealth Academy
- Regular webinars and Monthly Partner Meets to stay ahead
- Exclusive 100 Crore Club for top-performing partners
Marketing made easy
- Ready-to-share branded creatives delivered daily
- Content available in 9 languages for wider client reach
- Stay consistent across social media without creating content from scratch
Security that lets you sleep peacefully
- Bank-grade encryption on every transaction and record
- SEBI-aligned data privacy, built in
- Full audit trails on every action
Ten product categories, one platform.
Your clients' whole financial life, distributed by you, not lost to someone else's platform.
Trail commission up to 0.70% p.a.
Mutual Fund Distribution
40+ AMCs and 5,000+ schemes with customised portfolio builders and industry-first SIP features.
- Multi-Day SIP and Step-Up SIP
- Wealthy Select, a monthly playbook of top-performing funds
- AI-powered fund research and portfolio analysis built in
- Share a proposal with clients in seconds
Earning potential
Up to ₹3L per month trail income by year 10
How much can a mutual fund distributor earn?
Your income as an MFD on Wealthy grows across multiple streams. Here's what realistic earnings look like.
Mutual Fund Trail
₹3L / month
By year 10 of your business
Assuming a trail commission of 0.70% p.a. on net assets and portfolio growth of 12% annually, consistently building AUM compounds into significant monthly trail income.
Assumes payouts remain constant. Actual earnings vary by AUM.
Broking Revenue Share
Unlimited
Stock trading boosts your income
Earn a revenue share on all brokerage from your clients' equity and F&O trades. Add 50 clients per year, each placing ~30 orders, for a meaningful second income stream.
Based on standard brokerage sharing arrangements.
Insurance Commission
Recurring Payouts
On every Health & Life policy - issuance & renewal
Two insurance clients a month builds a growing parallel income. For a 40-year-old with a ₹2Cr life cover and a ₹10L health cover, commissions are paid on every policy issuance & renewal.
Calculated on average premiums for standard profiles.
Disclaimer: All figures shown are illustrative projections based on stated assumptions, not guarantees of income. Actual earnings depend on your AUM, client mix, product mix and prevailing commission structures, all of which vary and may change. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Don't take our word for it.
Partners who've scaled on the platform, and the AMC leaders who watch them do it.
From zero to ₹100 crore AUM, a Wealth Partner's journey.
Hundreds of MFDs have transformed their distribution business with Wealthy. From humble beginnings to managing crores in AUM, our partners prove that with the right platform, tools and support, extraordinary growth is possible.
Start Your Success Story
Don't have an ARN yet? We'll help you become an MFD.
Wealthy helps you get started from scratch - from NISM VA certification to ARN registration to your first client, with complete hand-holding at every step.
- 1
We train you for the NISM VA certification exam.
- 2
We assist you throughout the ARN registration process.
- 3
We assign a dedicated RM to help you get your first clients.
- 4
We provide training, marketing tools and full platform access.
Join our MFD community on WhatsApp.
Instant updates on market insights, product launches, training sessions and exclusive tips from India's top distributors.
Frequently asked questions
Wealthy is an AI-enabled technology platform for MFDs and IFAs. It provides client management, portfolio tracking, automated reporting and access to Mutual Funds, Insurance, Stocks, FDs, PMS, AIF and SIF, all from a single dashboard.
Ready to grow your MF distribution business?
At Wealthy, we believe managing a wealth business should be simple, and its impact should be big. Join us.
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