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Deliver exceptional investing
experience to your clients.
Grow And Manage Wealth,
the Smarter Way
Wealthy brings India’s investors and Mutual Fund Distributors onto one advanced platform - powerful tech, deep product research, learning & full support, and a thoughtfully designed, seamless experience - so wealth gets built with confidence.
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Crore+ AUM
Offices
Employees
Wealth Partners
Invest, Track and Grow - All in One Place
AI-Powered App for Investors and Wealth Partners
Grow Your Business
Complete KYC and start your first investment in under 2 minutes, powered by AI.
Receive and act on tailored investment proposals built around your goals.
Industry-first SIP features with step-up and multi-day options.
Make smarter choices with Wealthy Baskets and the Calculators.
Access 10+ ready reports including Holdings, AUM Breakdown and more.
You focus on your goals, we handle the rest
Smart Technology for Wealth That Grows
A complete financial ecosystem to invest and manage financial products in one place. From seamless onboarding to real-time portfolio and earnings tracking, everything is built in - saving time, enabling better decisions, and building trust between advisors and the clients they serve.
Effortless Onboarding & Your Own Investment Space
Clients get a smooth, paperless start; while partners get a personalised webpage with logo, photo, tagline and contact details - available in 9 languages with a built-in inquiry form. Every lead syncs to the dashboard with instant email and WhatsApp alerts.
Built Around the People Who Matter
Research, Operations and Marketing support
Dedicated Partner (MFD) Support & Training
A dedicated relationship manager for every operational and service need, plus training programmes (Partner Specific), content and marketing support to help you grow.
An app your whole portfolio lives in
Instant Tracking & Updates
A thoughtfully designed Investor app to track investments anytime - no more late-night (is my portfolio up or down today?) calls.
Helping everyone grow
Guidance & Development
Ongoing upskilling, expert research and hands-on support so both investors and advisors stay ahead.
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.
We are so happy that we are associated with Wealthy, which is a forward thinking platform. Its product research is ahead of a lot in the market & from a tech back end, you get the best in the country.
Wealthy has done an incredible job to connect partners with investors & AMCs & building that bridge through tech which is what's critical, and I think that's going to help the overall industry to scale.
I'm sure in the coming years Wealthy is going to play a big role in revolutionizing the reach of capital market products into tier 2, tier 3 cities and beyond.
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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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