Wealthy

Wealthy is an Indian finance-tech platform made for people and advisors who want a simple, tech-backed way to manage money. Everything from investments to loans, from insurance to advice tools — it's all available in one place.

Core Products and Services

Investment Choices: Gives access to mutual funds, stocks, ETFs, PMS schemes and even pre-IPO deals.

Insurance Plans: Covers life, health, car and property insurance through more than sixty partner companies.

Fixed-Income & Alternatives: Includes safe options like bonds, fixed deposits, NCDs, debentures and some alternative investment routes.

Loans & Credit Support: Helps users find and apply for personal, home or business loans and pick suitable credit cards.

Advisor Tools: Offers professionals cloud dashboards, portfolio tracking and reporting tools to support clients efficiently.

Family Accounts & Gift Tools: Lets families open linked accounts, set shared goals and gift investments to each other.

Business Model & Revenue Streams

Commission on Sales: Wealthy earns a small fee when users buy investments, loans or insurance through its platform.

Revenue Sharing with Advisors: Shares commission earnings with financial advisors and partners who bring in clients.

Direct User Revenue: From retail users who invest or purchase financial products through the Wealthy app.

Platform Licensing & Services: Offers backend tech, training and support to firms or institutions using the Wealthy system.