Wealthy Partner - MFDs & IFAs

Wealthy Partner App is one of the fastest-growing apps made for mutual fund distributors, insurance advisors, wealth managers, financial advisors, LIC agents, or anyone looking to earn money by selling financial products.

Partners with Wealthy get access to over 800+ financial products (across health insurance, motor insurance, life insurance, mutual funds, Pre-IPO stocks, debentures, FDs, and many more). Join a family of 5,000+ partners who have trusted Wealthy and started their own financial business and are building wealth for their clients.

Key Features:

- 800+ Financial Products: Sell mutual funds, insurance, pre-IPO stocks, debentures, FDs, and many more financial products.
- Easy Quote Generation: Generate insurance quotes in seconds and share them with one tap.
- Mutual Fund Portfolio Analysis: Analyze your client’s mutual fund portfolio with a click of a button and send them reports.
- Finance Training: We regularly organize live training for mutual funds, insurance, Pre-IPO stocks, and other products.
- Client CRM: Robust client CRM to view and manage all your clients in one place.
- Smart Alerts: Get notified over WhatsApp for all your client’s actions like making a payment, and more.
- Paperless Work: 100% paperless onboarding.


Why Wealthy?


Financial Products:

We host over 800+ financial products from various reputed companies. After partnering with Wealthy here are all the products you can sell:


* Sell Mutual Fund Products
Smart Switch, Advance SIP, Diversified Portfolio, Micro SIP, Street Smart Portfolio, Global Portfolio, Tax Saving ELSS, Goal-Based - Retirement, Debt Portfolio, Corporate Portfolio, Global Stocks, Gold Portfolios


* Sell Other Investment Products
Pre-IPO Stocks, Fixed Deposits, Bonds & Structured Debt, Alternative Investments & Private Equity and Corporate Deposits


* Sell Insurance Products
General Insurance, Motor Insurance, Term Insurance, Health Insurance, Low-Cost ULIPS Plans, Retirement Plans

*Sell Portfolio Management Services (PMS)/ AIF
ASK IEP, White Oak India Pioneers Equity, Ambit’s Good & Clean, Ambit and Coffee Can


Partnerships:

We partner with all leading mutual fund AMCs and insurance companies like:

HDFC Life, TATA AIA, Niva Bupa Health, CARE Health, HDFC Ergo, Bajaj Finance, Franklin Templeton MF, Bank of India MF, Baroda BNP Paribas MF, JM Financial MF, LIC MF, Mahindra Manulife MF, Union AMC, Samco MF, PPFAS MF, Quant MF, IIFL MF, ITI MF, Quantum MF, WhiteOak Capital MF, Canara Robeco AMC, RELIGARE, Bajaj Allianz, Max Life, SBI Mutual Fund, ICICI Prudential Mutual Fund, HDFC Mutual Fund, Aditya Birla Sun Life Mutual Fund, Kotak Mahindra Mutual Fund, Nippon India Mutual Fund, Axis Mutual Fund, UTI Mutual Fund, IDFC Mutual Fund, DSP Mutual Fund, Mirae Asset Mutual Fund, HSBC Mutual Fund, PGIM India Mutual Fund, Tata Mutual Fund, Edelweiss Mutual Fund, Invesco Mutual Fund, Sundaram Mutual Fund, Motilal Oswal Mutual Fund, and Navi Mutual Fund, and more.

The best alternative for anyone working with LIC, GroMo, MintPro, TurtleMintPro, NJ Wealth, Prudent, Coverfox, Quickinsure, ICICI Prudential, Bajaj Allianz, HDFC, Max Life, Tata AIA, SBI, PNB Metlife, Exide, Aegon, Bharti Axa, Future Generali, Reliance Life.


Grow your mutual fund distribution business and other financial products and become wealth partners for your clients.