A step-by-step guide to opening demat accounts for your clients and earning recurring income on every trade they place.
Many clients today are exploring equity alongside mutual funds. Being able to support this within your advisory ensures their investments remain in one place, with you.
How Clients Are Exploring Equity Today
India's retail equity participation is growing fast, with more clients looking at stocks, ETFs, and IPOs alongside mutual funds.
When this happens, clients often manage it separately, even while continuing their mutual fund investments with you.
A demat account on Wealthy allows you to bring this into your existing relationship, so clients don't need to go elsewhere.
This makes equity a natural extension of your relationships with your clients.
What You Earn from Demat
Each demat account becomes a recurring income stream linked to client activity.
| Client activates broking account | ₹200 |
| Recurring brokerage revenue share | 35% |
| Every Wealthcase investment by client | 1% of subscription amount |
As more clients participate in equity, this adds a steady layer of income alongside your mutual fund earnings.
How to Get Started
Send demat proposals in under 2 minutes to both new and existing clients.
New client
- Partner app → Quick Actions → Demat Proposal
- Select Pricing Plan
- Click on Add Client
- Enter details → send
Existing client
- Partner app → Quick Actions → Demat Proposal
- Select Pricing Plan
- Search → select → send
You can also share your referral link via WhatsApp or SMS. Every account opened is mapped to you automatically.
Broking Pricing Plans
You can choose the default pricing plan for your clients from four available options, based on how you want to position pricing.
This gives you flexibility to align pricing with different client segments and engagement levels.
Set your default plan from the Pricing Plan section in the Demat Proposal flow in the Partner app.
What This Enables for Your Clients
- Participate in equity alongside mutual funds
- Do so without actively tracking markets
- Keep investments in one place, with your guidance
- Clear, transparent pricing
How to Approach Clients About Demat
The most effective approach is to introduce a demat account based on each client's situation, positioning it as an extension of what they already do.
First-time investors
These clients are curious but hesitant.
Position demat as a simple starting point. They can begin small, and you will guide them through the process.
The focus here is to reduce hesitation and make the first step feel manageable.
Mutual fund investors exploring equity
Many of your existing mutual fund clients are aware of direct equity but do not feel confident enough to research or manage it actively.
This is also where many clients either stay inactive or start exploring equity on their own.
You can introduce equity in a structured, low-effort way, through curated stock baskets via Wealthcase, created by SEBI-registered experts for long-term investing, or through research-backed calls via Wealth Signals, covering both long-term opportunities and shorter-term ideas like intraday.
The focus here is to make equity feel guided, not something they have to figure out themselves.
Clients already investing elsewhere
Many investors manage their equity on one platform and their mutual funds with you.
Bringing them onto Wealthy allows you to consolidate their investments and have better visibility across their portfolio.
The focus here is on continuity - one platform, one advisor.
Get Started
Start with 5 clients this week - those who have already shown interest in equity or asked about stocks.
- Free account opening
- Two-minute proposal
- Income that compounds with every trade
