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.
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
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.
Download Wealthy Partner App
100k + Downloads
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
Web 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.
Come visit us
The talented team of engineers, product researchers and partner support teams are dedicated to making Wealthy
a platform that will transform the lives of Wealth Professionals in India and beyond.
20 offices
Across India
300+ Team Members
Across cities and countries
Come visit us
Join India’s fastest growing
platform for
Mutual Fund Distributors
(MFDs)
Empanel with Wealthy in just 60 seconds* and avail exclusive benefits.
Ready to grow your Mutual Fund Distribution Business
exponentially?
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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