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Wealthy

Brand: Wealthy

  • 5

  • 2 Ratings & 2 Reviews

Wealthy helps traders, investors, and finance professionals build and manage a financial product distribution business. With digital tools, investment research, product access, training, and partner support, you can serve clients and earn through financial product distribution.

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Wealthy Software Overview

What is Wealthy?

Wealthy is a mutual fund distributor (MFD) platform and MFD software that helps you start, run and grow a mutual fund distribution business from one app and dashboard. With 13,000+ partners across India, Wealthy combines digital client onboarding, SIP and transaction management, portfolio and AUM tracking, fund research, and dedicated relationship-manager support in a single ecosystem.

Whether you want to become a mutual fund distributor or you're an existing ARN holder looking for better MFD software, Wealthy gives you the technology, products and support to build recurring trail income and grow your SIP book. Beyond mutual funds, you can cross-sell insurance, fixed deposits, bonds, PMS, AIF and more to the same clients, and grow your earnings per client from one platform.

Who is Wealthy For?

  • New to mutual fund distribution: Individuals who want to become an MFD and build a recurring-income business, whether you're starting fresh or adding it to your current profession, such as insurance, CA practice or banking.
  • Existing Mutual Fund Distributors (ARN holders): MFDs who want one platform to onboard clients, execute transactions, track AUM and manage trail earnings.
  • Growing MFD practices: Distributors who want to scale their client base, diversify beyond mutual funds and bring their business online.

Key Features

  • Digital Client Onboarding: AI-powered, paperless KYC and onboarding so clients can start their first SIP or lumpsum investment quickly.
  • SIP and Transaction Management: Execute SIPs, lumpsum, redemptions and switches, with step-up and multi-date SIP options.
  • Portfolio and AUM Tracking: Track client portfolios, SIP book, AUM and investments on a single dashboard.
  • Trail Income and Earnings Tracking: Monitor your trail commission and earnings, with automated monthly payouts under the applicable payout structure.
  • Goal-Based Investment Proposals: Create and share personalised mutual fund proposals in seconds.
  • Fund Research and Reports: Fund analysis tools, Wealthy Ratings, calculators and ready-to-use client reports.
  • Multi-Product Distribution: Cross-sell mutual funds, insurance, stocks, fixed deposits, bonds, debentures, PMS, AIF, SIF, Pre-IPO and Wealthcase (expert-curated stock baskets) to your clients from one platform, with a single view of every holding.
  • Branded MFD Webpage: Your own multilingual webpage with your logo, photo and contact details, with instant email and WhatsApp alerts for every enquiry.
  • Partner App and Dashboard: Manage your entire mutual fund distribution business from mobile or desktop.

Benefits of Wealthy

  • Build Recurring Income: Earn trail income on your clients' mutual fund investments. As your SIP book and AUM grow, your income compounds.
  • Earn More From Every Client: Meet more of your clients' financial needs, from investments to insurance to fixed income, and add new revenue streams on top of your mutual fund trail income.
  • One Platform, Less Manual Work: Onboarding, transactions, portfolios, research and earnings in one place instead of multiple tools and spreadsheets.
  • Grow With Support: A dedicated relationship manager, plus training, product research, operations and marketing support.
  • Continuous Learning: Regular training on mutual funds and other financial products, client acquisition and sales.
  • Work on Your Terms: No fixed sales targets. Choose your products, your clients and your pace, full-time or alongside your current work.

Wealthy Pricing

Wealthy pricing is available on request at Techjockey. Pricing depends on the partner plan and the products and services you choose. Contact our product expert to learn more about partnering with Wealthy.

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Wealthy Company Details

Founded Year:  2015

Wealthy’s award-winning app empowers Mutual Fund Distributors (MFDs) with advanced technology, dedicated support, and product research.

Director/Founders Aditya Agarwal and Prashant Gupta
Company Size 1-100 Employees

Wealthy Pricing & Plans

This Product is Available Free Forever.

Start instantly with no fees, no subscriptions, and no commitments.

  • Full access to basic version available
  • No credit card or sign-up required

Free Forever Plan

Get started immediately at no cost. Upgrade anytime if your business demand more.

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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.
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Wealthy Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet
Deployment
Cloud-Based Cloud-Based
Suitable For
Finance Stock Market
Business Specific
Stock Market Trading
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email Forums
Language
English
Training Resources
Live Online Webinars Documentation Videos

Wealthy Reviews

5

Out of 5

img

Overall Rating

Based on
2 Verified Reviews

Rating Breakdown

  • Features 5
  • Value for Money 5
  • Ease of Use 5
  • Customer Support 5

100% Recommend this Product

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Jeffery Curtis

Freelancer

Industry: Financial Services

5

Reviewed on: Sep 24, 2026

Techjockey Verified

“Easy-to-Use Platform for MFDs”

I have been using Wealthy for a while, and it has made my daily work much easier by automating many tasks that I previously handled manually. The AI Portfolio Review tool and marketing posters are useful for engaging with clients and supporting my business activities. Overall, it has made my workflow more streamlined and convenient.

Pros

Wealthy’s easy-to-use platform and AI features have helped automate manual work and make day-to-day MFD activities more efficient. The AI Portfolio Review tool and marketing resources are also useful for client engagement.

Cons

I have not experienced any major issues with Wealthy so far.

Switched from Other Product Name

Reason to switch

Smoother app, better experience, better support.

Gautham

Founder

Industry: Accounting

5

Reviewed on: Sep 24, 2026

Techjockey Verified

“Wealthy Has Simplified My Financial Advisory Business”

As an independent Mutual Fund Distributor, I was looking for a better way to manage back-office work, multi-asset portfolios, and changing client expectations. Wealthy has helped simplify these areas by bringing multiple investment products and portfolio management capabilities into one platform.

Pros

Wealthy provides access to a wider range of investment products, including PMS, AIFs, fixed income, bonds, insurance, and pre-IPO opportunities. This has helped me offer more options to clients and manage a broader range of their investment needs.

Cons

I have not experienced any major issues with Wealthy so far.

Reason to switch

Wealthy handles all the heavy lifting in tech and compliance so I can focus purely on client relationships and growing my AUM. Highly recommended for modern MFDs and wealth managers!

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How much does Wealthy cost?

Wealthy price is available on request at techjockey.com.

Does Wealthy have a mobile app for Android and iOS?

Yes, Wealthy offers mobile apps for both Android and iOS. It has dedicated apps for investors as well as Wealth Partners.

Is Wealthy suitable for Mutual Fund Distributors (MFDs), traders and investors?

Yes. Anyone with an interest in financial markets can use their market knowledge to explore financial product distribution and client wealth management.

What products can Wealthy Partners offer?

Wealthy offers access to multiple financial products across mutual funds, insurance, stocks, fixed deposits, bonds, debentures, portfolio management services, AIF, SIFs, Pre-IPO and Wealthcase (expert curated stock baskets).

Is Wealthy free to use?

Yes, Wealthy states that users can access its services without extra charges or transaction fees.

Does Wealthy provide training and support?

Yes. Partners receive training, relationship manager support, product research, marketing support, and operational assistance.

Who can use Wealthy?

Wealthy can be used by individuals looking to manage and grow their investments, as well as professionals who want to build a financial products distribution business.

Can I track my clients and earnings on Wealthy?

Yes. The platform provides tools to track client investments, portfolios, and partner earnings.

Can I work with Wealthy part-time?

Yes. Partners can build their business alongside other professional commitments and decide how much time they want to dedicate to it.

What is Wealthy used for?

Wealthy is a mutual fund distributor platform that helps MFDs onboard clients, manage SIPs and transactions, track AUM and portfolios, and monitor trail earnings from one app and dashboard.

Can I become a mutual fund distributor with Wealthy?

Yes. Wealthy supports individuals starting their MFD journey as well as existing ARN holders, with technology, products, training and relationship-manager support.

How do mutual fund distributors earn on Wealthy?

MFDs earn trail income on their clients' mutual fund investments, with automated monthly payouts under the applicable payout structure.

Can I sell products other than mutual funds on Wealthy?

Yes. Wealthy partners can cross-sell insurance, stocks, fixed deposits, bonds, debentures, PMS, AIF, SIF, Pre-IPO and Wealthcase alongside mutual funds, all from the same app and dashboard.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.