Wealthy Partner - MFDs & IFAs

Wealthy.in

About this app

Wealthy Partners App is India’s No.1 AI-enabled app designed for mutual fund distributors, insurance agents, wealth managers, financial advisors, LIC agents, or any financial product distributor.

Join 6000+ partners who trust Wealthy to start and scale their businesses.

Key Features:

1. Onboard clients, complete KYC, and make their first investment in just 2 minutes.

2. Create personalized proposals and share them directly on WhatsApp.

3. Share client-ready Mutual Fund, ELSS, and capital gains reports in seconds

4. Access goal-based mutual fund baskets with top recommendations for your clients.

5. Get the widest range of financial products all in one place - Mutual Funds, Stocks, Demat, IPO, Pre-IPO Stocks, Insurance, FDs, Bonds & Debentures, 54EC Bonds, AIF and PMS.

6. We’re also presenting industry-first SIP features to automate your business

-SIP Book: Monitor all active, paused, and past SIPs effortlessly.
-Multi-day SIP: Set SIPs on multiple dates in a month for better cash flow management.
-Step-up SIP: Automatically increase SIP amounts over time to meet growing goals.

7. Track & import your client's external investment in one place with Tracker feature

8. Monitor your entire business metrics with a revenue dashboard right here on the app

9. Share personalised posters to attract clients

10. Be updated with Monthly Partner Meet

11. Access exclusive Research material like Daily Market Update, Investor Awareness Program for clients, Personalised Product Brochure, Digital Visiting Card, Custom Branding & Social Media Support.

12. A valid license is a must! We'll help you prepare and pass National Institute of Securities Markets (NISM) certification with confidence using our expert resources.

13. Our Dedicated Relationship Managers are dedicated to supporting your growth—not just in business but also in your income.

Whether it’s tech, marketing, or operations, our team is committed to your success.


What Makes Wealthy Unique?

1. Unlike traditional platforms, Wealthy prioritizes timely payouts, so your hard-earned commissions reach you quicker—helping you maintain a healthy cash flow.
2. We offer an attractive revenue model designed to ensure you get higher payouts for every transaction. The more you grow, the more you earn.
3. We’ve built Wealthy to eliminate manual effort and streamline your operations. This means you can serve more clients in less time, leading to higher overall profitability.


Wealthy offers wide range of financial products from top providers, including:

Mutual Funds
Smart Switch
Advance SIP
Global Portfolios
Tax-Saving ELSS
Goal-Based Portfolios (Retirement, Gold, Debt, etc.)
Investment Products
Pre-IPO Stocks
Fixed Deposits
Bonds & Structured Debt
Alternative Investments (AIFs, Private Equity)
Insurance Products
Health, Term, and Motor Insurance
Low-Cost ULIP Plans
Retirement and Pension Plans
Portfolio Management Services (PMS)
ASK IEP
White Oak India Pioneers Equity
Ambit’s Good & Clean PMS
Coffee Can Portfolio
Trusted Partnerships
Wealthy partners with leading financial institutions, including:

Mutual Fund AMCs: HDFC MF, ICICI Prudential MF, SBI Mutual Fund, Aditya Birla Sun Life MF, Axis MF, Nippon India MF, and many more.

Insurance Providers: HDFC Life, Tata AIA, Niva Bupa Health, CARE Health, Bajaj Allianz, Max Life, and others.

Who Can Benefit?

Whether you’re associated with LIC, GroMo, MintPro, TurtleMintPro, NJ Wealth, Prudent, Asset Plus or other platforms, Wealthy offers a superior alternative to grow your business with better commissions, tools, and support.

What's new

System enhancements and performance improvements.