Wealthy Partner - MFDs & IFAs 4.2.0

Wealthy Partners App is a comprehensive platform catered toward mutual fund distributors, insurance advisors, wealth managers, financial advisors, and LIC agents seeking to offer a range of financial products. Partners enrolled with Wealthy gain access to an extensive selection of over 800 financial products spanning health insurance, motor insurance, life insurance, mutual funds, Pre-IPO stocks, debentures, FDs, and more. Joining a community of over 5,000 partners who have chosen Wealthy to initiate their own financial enterprises and foster prosperity for their clientele.

Utilize the Wealthy Partner App to expand your mutual fund distribution business, wealth management operations, finance advisory services, and insurance endeavors without any associated fees or sales targets. Unlock the opportunity to earn commissions on sales across all offered financial products.

Key Features:

• 800+ Financial Products: Facilitate transactions for a variety of financial offerings including insurance policies, mutual funds, Pre-IPO stocks, debentures, FDs, and more.
• Easy Quote Generation: Instantly generate insurance quotes with seamless sharing capabilities.
• Mutual Fund Portfolio Analysis: Effortlessly evaluate your clients' mutual fund portfolios and share comprehensive reports.
• Finance Training: Benefit from live training sessions covering mutual funds, insurance products, Pre-IPO stocks, and other financial instruments.
• Client CRM: Manage all client interactions efficiently through a robust client relationship management system.
• Smart Alerts: Receive real-time notifications via WhatsApp for client activities such as payments and more.
• 100% paperless onboarding process.

Why Choose Wealthy?

• Best Commission Rates in the Industry: Competitive commission rates for partners.
• 24 x 7 Support: Dedicated relationship managers provide round-the-clock assistance.
• 100% Digital Platform: Accessible through digital devices for a seamless experience.
• Transparent & Timely Payouts: Regular and punctual disbursements are part of Wealthy's commitment.
• Bank-Grade Privacy & Security: Robust privacy measures ensure data security.

Financial Products Offered:

Wealthy hosts an array of 800+ financial products sourced from reputable companies. Post collaboration with Wealthy, partners can engage in selling the following products:

• Sell Mutual Fund Products: Various fund options such as Smart Switch, Advance SIP, Diversified Portfolio, Micro SIP, Global Portfolio, Tax Saving ELSS Plans among others.
• Sell Other Investment Products: Diversified investment opportunities including Pre-IPO Stocks, Fixed Deposits, Bonds & Structured Debt Instruments among others.
• Sell Insurance Products: Offerings encompass General Insurance, Motor Insurance, Term Insurance, Health Insurance and Retirement Plans.
• Sell Portfolio Management Services (PMS): Explore services such as ASK IEP and White Oak India Pioneers Equity for comprehensive portfolio management solutions.

Partnerships:

Wealthy collaborates with premier mutual fund AMCs and insurance companies including HDFC Life, TATA AIA, Niva Bupa Health, CARE Health and many more. A reliable alternative for professionals associated with prominent entities like LIC, GroMo, MintPro among others to expand their financial service offerings successfully.
Grow your mutual fund distribution business and build enduring partnerships by leveraging Wealthy's diverse product suite for your clients' financial prosperity.