Wealthy Partner - Sell Financial Products & Earn

Wealthy Partners App is a completely free-to-use App for all our partners, financial advisors, wealth advisors, and agents. With this App, you can Start your Financial Services business with Zero Investment and No Targets.

Why Wealthy?

Best Rates in the Industry
150+ Financial Products from leading companies
100% Digital platform at your fingertips, and
Transparent and Timely Payouts

Add your clients, track and manage your client’s mutual fund investments, stocks investment, and insurances in real-time across their family members. You can generate quotations for all products and share those with the clients over Whatsapp.

With Wealthy’s Partner app, you can start your own Financial Product Distribution / Wealth Management business. It takes just 5 minutes to sign-up and get started.

At Wealthy, privacy and security are of utmost importance. That’s why we are hosted on a Private Network, Use bank-grade encrypted storage and our Advisor App has passed all Google’s Security Audits. It’s 100% safe and secure for you and your clients.

That’s not all. With the Wealthy Partners App you can do so much more:

✔️ All-in-one Dashboard - View your revenue, transactions, clients and pipeline all under one screen.
✔️ Portfolio Analysis - Analyze asset allocation, equity & debt holding, sector exposure, IRR, and more and send portfolio reports to clients on Whatsapp.
✔️ Financial Advisory - Provide financial advisory services to your clients anywhere, anytime via the Wealthy Partners App
✔️ Research-Backed Funds - Never go wrong by Investing your client’s money in research-backed curated funds by Wealthy’s research team.
✔️ Goal Tracking - Track Goals set by your client effortlessly and monitor performance and suggest improvements.
✔️ Product Store - Access all products and details in one screen, generate quotations for insurances, and share those with the clients over Whatsapp.
✔️ Simplified Payment - Create payment links for your client within seconds and share them with your client via Whatsapp.

Over the last few years, we have worked with thousands of professionals like you to know what works down to the last feature, asset allocation, and line of code.

Note from our Founders (IIT-IIM alumni): “As consumers, we saw why financial services needed a new approach. As entrepreneurs, we saw why it was hard.”

Our Achivements:

🚀 Empowered 1000+ Wealth Partners
🚀 Present in 175+ Cities in India
🚀 Managing over 1000cr+ of client’s wealth

Our Media mentions:

“Wealthy.in is leveraging technology to make the investing process paperless” - Economic Times

“Wealthy has cracked the algorithm to identify investment options that are tailor-made to address individual needs” - Moneycontrol
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Additional Information

July 29, 2021
Current Version
Requires Android
5.0 and up
Content Rating
Interactive Elements
Users Interact
Offered By
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