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Wealthy

Brand : Wealthy

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Wealthy Pricing & Plans

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Wealthy Features

  • icon_check Mutual Fund Investment Invests in mutual funds through a digital platform with curated investment options.
  • icon_check Stock Trading Enables users to invest and trade in stocks through the Wealthy platform.
  • icon_check Fixed Deposit Offers fixed deposit investment options through the platform.
  • icon_check Portfolio Management Provides access to Portfolio Management Services and Alternative Investment Funds.
  • icon_check Onboarding Management Uses AI to complete KYC and help start investments in under two minutes.
  • icon_check Goal-Based Investing Creates investment proposals and plans based on individual financial goals.
  • icon_check SIP Management Supports step-up, multi-day, and flexible SIP investment options.
  • icon_check Portfolio Analysis Analyzes investment portfolios to provide insights based on research and risk.
  • icon_check Risk Profiling Evaluates investment risk to help align portfolios with the investor's risk profile.
  • icon_check Net Worth Tracking Provides a 360-degree view of assets and liabilities to estimate net worth.
  • icon_check Financial Calculators Provides calculators to support investment and financial planning decisions.
  • icon_check Investment Reports Provides reports including holdings, AUM breakdown, capital gains, and portfolio data.
  • icon_check Portfolio Rebalancing Supports regular asset rebalancing to maintain the desired portfolio allocation.
  • icon_check Investment Proposals Provides tailored investment proposals designed around client goals and requirements.

Wealthy Specifications

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  • Windows iOS Android MacOS
  • DesktopMobileTablet
  • Web-Based
  • Finance , Stock Market
  • Stock Market, Trading
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs
  • Phone, Email, Forums
  • Live Online, Webinars, Documentation, Videos
  • English

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Wealthy Company Details

Brand Name Wealthy
Information Wealthy’s award-winning app empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and product research.
Founded Year 2015
Director/Founders Aditya Agarwal and Prashant Gupta
Company Size 1-100 Employees

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