Objection Handling
Complete objection handling guide — platform fees, NISM/ARN, process, product, and brokerage objections with ready responses.
Sales Playbook
Sales strategies, scripts, objection handling, and lead-specific approaches for the Wealthy field team.
The Sales Playbook is your go-to resource for handling partner conversations, overcoming objections, and closing empanelments.
Sections
- Objection Handling — Responses to every common objection
- Sales Scripts — Ready-to-use scripts for different prospect profiles
- Lead Approaches — Tailored strategies for insurance agents, MFDs, bankers, CAs, and more
- Value Proposition — The complete Wealthy value story
Sales Scripts
Ready-to-use sales scripts for pitching to LIC agents, bank employees, CAs, and retired professionals.
Lead-Specific Approaches
Tailored approaches for different prospect categories — insurance agents, MFDs with NJ/Prudent, wealth managers, CAs, and part-timers.
Value Proposition
The complete Wealthy value proposition — 10 reasons to partner with Wealthy.
Acceptable Bank Accounts
Which bank accounts are supported on Wealthy for client investments — live status checker, mandate types, NRI rules, and what to do when a bank is not supported.
Joint Account Flow
Step-by-step flow for creating online joint MF accounts on Wealthy — current constraints, fixing auto-created folios, and audience-specific responses.
Process Updates & Policies
Rolling log of process, policy, and platform changes that partners and support teams need to know about — proposal restrictions, GST rules, KYC, mandate logic, and SIP behaviour.