Company Overview
Wealthy.in — India’s fastest growing tech-driven MF distribution platform. Company background, core belief, competitive advantages, and key metrics.
Sales & Business
Comprehensive knowledge base for the Wealthy sales and business team — products, partner program, sales playbooks, competitor intelligence, industry knowledge, and training resources.
Welcome to the Sales & Business knowledge base. This section is the single source of truth for everything the field and sales teams need to know about Wealthy’s platform, products, partner program, and competitive positioning.
What’s Inside
| Section | What You’ll Find |
|---|---|
| Company Overview | Wealthy at a glance — who we are, what we do, key numbers |
| Products | Complete product catalog — MFs, Insurance, Broking, Bonds, PMS/AIF, SIF |
| Partner Program | Empanelment, earnings & commissions, NISM/ARN guide, Authorized Person, Growth Kit |
| Sales Playbook | Objection handling, sales scripts, lead approaches, value proposition |
| Competitor Intelligence | Head-to-head comparisons — NJ/Prudent, AssetPlus, R1, DIY platforms |
| Industry Knowledge | Market opportunity, regulatory basics, backend MF platforms |
| Training | Wealth Launchpad program, field team structure |
Quick Facts
- AUM: ₹5,000 Crore+
- Partners: 10,000+ active
- Branches: 25+ cities
- Products: 1,000+ across MFs, Insurance, Stocks, Bonds, PMS, AIF
- Partner AUM Growth: 59% vs industry average of 23%
Products
Complete catalog of products available on the Wealthy platform — Mutual Funds, Insurance, Broking, Bonds & FDs, PMS/AIF, and SIF.
Partner Program
Everything about becoming and succeeding as a Wealthy partner — empanelment, earnings, NISM/ARN, Authorized Person status, and the Growth Kit.
Sales Playbook
Sales strategies, scripts, objection handling, and lead-specific approaches for the Wealthy field team.
Competitor Intelligence
Head-to-head comparisons of Wealthy vs major competitors — NJ/Prudent, AssetPlus, R1, and DIY platforms.
Industry Knowledge
Mutual fund industry landscape, market opportunity, regulations, and backend platforms
Training & Development
Training programs, field team structure, and partner development resources