Wealthy Partner - MFDs & IFAs

Best App for MFDs

Free · Designed for iPad

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!

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Your Own QR Code: Share your onboarding page instantly with clients. Download your QR code as an image or PDF, with your logo in the centre. Edit Sent Proposals: Update unapproved SIP, One-Time, STP, SWP, Withdrawal, and Switch proposals without starting over. View Stock Holdings: Check your client’s stock holdings directly from Client Details.

Version 5.2.5

The developer, Buildwealth Technologies Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Identifiers

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contacts
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Buildwealth Technologies Private Limited
Size
  • 74.8 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2016 BuildWealth Technologies Pvt. Ltd.
  • Developer Website
  • Privacy Policy

    • More by Buildwealth Technologies Private Limited

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