Mutual Funds
Mutual fund distribution on Wealthy — AMC coverage, commission structure, transaction flow, and key selling points.
Products
Complete catalog of products available on the Wealthy platform — Mutual Funds, Insurance, Broking, Bonds & FDs, PMS/AIF, and SIF.
Wealthy offers a comprehensive product ecosystem — one platform, complete product basket. Clients never need to go elsewhere.
Product Categories
| Category | Key Highlights |
|---|---|
| Mutual Funds | 45+ AMCs, 99% market share, 1,500+ schemes |
| Insurance | Life + Health from top insurers, 25-54% commissions |
| Broking | Stocks, IPO, ETFs, F&O, Wealthcase Baskets |
| Bonds & FDs | Private bonds, state-guaranteed bonds, 54EC bonds, FDs |
| PMS & AIF | Portfolio Management Services & Alternative Investment Funds |
| SIF | Specialized Investment Funds — new category with equity & hybrid long-short strategies |
Insurance
Insurance products on Wealthy — health, life (term, savings, ULIP), commission rates, insurer partners, and payout terms.
Broking
Wealthy Broking — stocks, IPO, ETFs, F&O, Wealthcase Baskets, pricing plans, and account opening incentives.
Bonds & Fixed Deposits
Bonds and Fixed Deposit products available on Wealthy — private bonds, state-guaranteed bonds, 54EC bonds, and commission rates.
PMS & AIF
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) on Wealthy — commission structure and key details.
SIF (Specialized Investment Funds)
Specialized Investment Funds (SIF) — a new product category on Wealthy with equity and hybrid long-short strategies.