Sales Scripts

Key Selling Points (All Profiles)

Use these across every conversation:

• Trail commission = passive recurring income (0.7% on AUM)
• AUM compounds with market growth — income grows even if you stop working
• Same client relationships, additional revenue stream
• Wealthy platform: AI-powered, KYC in 2 mins, 1,000+ products, dedicated RM
• Empanelment fee practically refundable (₹1,999 back within 180 days)
• Cross-sell: MFs + Insurance + Stocks + FDs + PMS + AIF on one platform

Script 1: LIC / Insurance Agent

Focus: Insurance vs MFD comparison, add don’t switch, passive income

Opening:

“You’re already excellent at building client relationships and selling financial products. What if you could earn recurring monthly income from those same clients — on top of your insurance commissions?”

Key Points:

• You already have the client trust — just add MF distribution
• Insurance gives one-time commission; MF trail gives monthly recurring income
• Both products serve different client needs — you become a complete advisor
• Wealthy handles all the tech, research, and compliance

Income Comparison (10 clients/year, ₹50K premium vs ₹5K SIP):

Close:

“Insurance is great for today. MF trail is your retirement plan. Why not do both?”

Script 2: Bank Employee

Focus: Own your clients, build alongside job, retirement backup

Opening:

“You’re meeting high-net-worth clients every day. But when you leave the bank, those relationships stay behind. What if you could build an asset that pays you even after you leave?”

Key Points:

• Start part-time alongside your banking job (2-3 hours daily)
• Build your own client base — these relationships are yours forever
• Trail income grows and compounds — becomes your retirement income
• Wealthy handles all compliance and technology
• No targets or pressure — work at your own pace

Close:

“Your banking career gives you financial expertise and client access. Wealthy gives you the platform to turn that into a lifelong income stream.”

Script 3: Chartered Accountant (CA)

Focus: Monetize existing trust, passive income, capital gains synergy

Opening:

“Your clients already trust you with their finances. They’re asking someone else for investment advice — and that someone is earning from YOUR clients. Why not you?”

Key Points:

• CAs have the highest trust factor among financial professionals
• Clients already come to you during tax season — natural cross-sell
• Capital gains conversations naturally lead to investment discussions
• Can use family member’s name for ARN if practising CA (avoid ICAI conflicts)
• Passive income that compounds — minimal time investment once set up

Close:

“You already have the trust and the expertise. Wealthy gives you the platform to monetize it.”

Script 4: Retired Professional

Focus: Purpose + income, no pressure, age is advantage

Opening:

“You have decades of professional relationships and financial wisdom. What if those could generate a meaningful monthly income — on your own terms, with zero pressure?”

Key Points:

• Age and experience are advantages — clients trust seasoned professionals
• Grandfathering may apply (50+ as on 31 May 2010 = no NISM exam, just CPE)
• No rigid targets — work at your own pace
• Trail income grows passively — AUM compounds with market
• Dedicated RM for all support — you’re never alone

Close:

“This isn’t about starting over. It’s about putting your lifetime of relationships to work — with a platform that does the heavy lifting.”

Common Objections Quick Reference

SIP Trail Commission Quick Reference

Per client, ₹5K SIP, 12% growth, 0.7% trail: