Wealth Launchpad
Overview
Wealth Launchpad is Wealthy’s exclusive training program for newly empaneled partners. It’s a structured 3-step journey designed to take partners from onboarding to building a successful distribution business.
Program Structure
The Launchpad follows a 3-step progression:
| Step | Focus | Goal |
|---|---|---|
| START-UP | Foundations — platform, products, onboarding | Get your first clients |
| BUILD-UP | Skills — sales, portfolios, financial planning | Build a steady pipeline |
| SCALE-UP | Growth — advanced strategies, team building | Scale to ₹100 Cr AUM |
Session Schedule
Sessions are held live at 5:00 PM with 9 sessions covering all critical areas.
Schedule (March 2026)
To join the Launchpad WhatsApp group: https://tally.so/r/w2YOXA
| # | Date | Day | Topic |
|---|---|---|---|
| 01 | 12 Mar | Thu | 10 Simple Ideas for 100 Cr AUM Business: Kickstart Your Wealthy Journey |
| 02 | 13 Mar | Fri | MF, Broking, Insurance & More — Distribution Business Explained |
| 03 | 14 Mar | Sat | Platform Training: Navigation, Onboarding & Proposals |
| 04 | 19 Mar | Thu | Secret of Winning Clients |
| 05 | 20 Mar | Fri | Introduction to Insurance: Your Highest Earning Product |
| 06 | 21 Mar | Sat | Building a Powerful SIP Book |
| 07 | 26 Mar | Thu | Selecting Schemes & Building Client Portfolios |
| 08 | 27 Mar | Fri | Essentials of Financial Planning |
| 09 | 28 Mar | Sat | Handling Client Objections Like An Expert |
Cohort runs monthly; the next cohort follows the same 9-session structure.
Big Business Opportunity Webinar
For new/yet-to-empanel partners, Wealthy hosts a recurring introductory webinar:
| Detail | Info |
|---|---|
| Title | Big Business Opportunity — Financial Product Distribution |
| Host | Savant (National Sales Head) |
| Schedule | Every Tuesday & Friday, 6:00 PM – 7:00 PM IST |
| Platform | Zoom |
| Audience | New partners who are yet to empanel |
Topics Covered
- Setting up your distribution business
- Wealthy platform overview
- Building long-term income as a financial product distributor
Registration is available in-app under Wealthy Training.
Ongoing Support Beyond Launchpad
After completing Launchpad, partners continue to receive:
- Dedicated RM — Personal relationship manager for ongoing support
- Weekly research calls — Market intelligence and desk recommendations
- Welocity Conclave — Wealthy’s annual flagship partner knowledge event
- Marketing support — Branded materials, posters, social media content
- Insurance specialist access — Available in major branches for product-specific training
Key Selling Point
Every Wealthy partner gets structured training from Day 1. You’re not left to figure things out alone — Launchpad walks you through everything from platform basics to building a ₹100 Crore AUM business.