App Profile: Wealthy Partner - MFDs & IFAs

Transform your financial distribution business with India’s No.1 AI-enabled app! Trusted by 6000+ financial professionals, Wealthy Partners App is the ultimate solution for mutual fund distributors, insurance agents, wealth managers, financial advisors, LIC agents, and other financial product distributors.


Key Features:
• Onboard clients in just 2 minutes: Complete KYC and start their first investment effortlessly.
• Personalized Proposals: Create tailored proposals and share them instantly on WhatsApp.
• Comprehensive Reports: Generate Mutual Fund, ELSS, and capital gains reports in seconds.
• Goal-Based Portfolios: Access top mutual fund recommendations to meet client needs.
• One-Stop Financial Platform: Offer Mutual Funds, Stocks, Demat, IPO, Pre-IPO Stocks, Insurance, FDs, Bonds, 54EC Bonds, AIF, and PMS—all from one app.


Exclusive SIP Features to Automate Your Business:
• SIP Book: Track active, paused, and past SIPs effortlessly in one place.
• Multi-Day SIP: Schedule SIPs on multiple dates in a month to improve cash flow management.
• Step-Up SIP: Automatically increase SIP amounts over time to help clients meet their evolving goals.


Advanced Tools to Boost Efficiency:
• Tracker Feature: Import and monitor all your clients’ external investments seamlessly.
• Revenue Dashboard: Gain insights into your earnings and business performance.
• Client Engagement Tools: Share personalized posters and marketing materials to attract new clients.
• Monthly Partner Meets: Stay updated and network with other professionals.
• Exclusive Resources: Access personalized product brochures, digital visiting cards, and daily market updates to keep your clients informed.


NISM Certification and Dedicated Support:
We’ll help you prepare for and pass the National Institute of Securities Markets (NISM) certification with confidence.
Our Dedicated Relationship Managers are here to support your growth—whether it’s tech, marketing, or operations. Your success is our priority.


What Makes Wealthy Unique?
• Timely Payouts: Get your commissions faster to maintain healthy cash flow.
• Higher Revenue Model: Enjoy attractive payouts for every transaction. The more you grow, the more you earn.
• Effortless Automation: Eliminate manual work, serve more clients, and increase overall profitability.


Financial Products Offered by Wealthy:
• Mutual Funds: Tax-Saving ELSS, Smart Switch, Advance SIP, Global Portfolios.
• Investment Products: Pre-IPO Stocks, Fixed Deposits, Bonds, Structured Debt, AIFs, Private Equity.
• Insurance Products: Health, Term, 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 with Leading Financial Institutions:
Wealthy collaborates with top providers:
• Mutual Fund AMCs: HDFC MF, ICICI Prudential MF, SBI Mutual Fund, Aditya Birla Sun Life MF, Axis MF, Nippon India MF, and 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 higher commissions, better tools, and unmatched support.


Join Wealthy Partners App today and unlock the future of financial distribution in India!