Poor customer service
Lot of product are offered but not well integrated to the platform. Inefficient team to resolve customer query
Wealthy Partner - MFDs & IFAs
Sell Financial Products & Earn
Veröffentlicht von:
Buildwealth Technologies Private
Beschreibung
Transform your financial distribution business with India’s No.1 AI-enabled app! Trusted by 6000+ financial professionals, Wealthy Partners App is the ultimate solution for mutual fund distributors, insurance agents, wealth managers, financial advisors, LIC agents, and other financial product distributors.
Key Features:
• Onboard clients in just 2 minutes: Complete KYC and start their first investment effortlessly.
• Personalized Proposals: Create tailored proposals and share them instantly on WhatsApp.
• Comprehensive Reports: Generate Mutual Fund, ELSS, and capital gains reports in seconds.
• Goal-Based Portfolios: Access top mutual fund recommendations to meet client needs.
• One-Stop Financial Platform: Offer Mutual Funds, Stocks, Demat, IPO, Pre-IPO Stocks, Insurance, FDs, Bonds, 54EC Bonds, AIF, and PMS—all from one app.
Exclusive SIP Features to Automate Your Business:
• SIP Book: Track active, paused, and past SIPs effortlessly in one place.
• Multi-Day SIP: Schedule SIPs on multiple dates in a month to improve cash flow management.
• Step-Up SIP: Automatically increase SIP amounts over time to help clients meet their evolving goals.
Advanced Tools to Boost Efficiency:
• Tracker Feature: Import and monitor all your clients’ external investments seamlessly.
• Revenue Dashboard: Gain insights into your earnings and business performance.
• Client Engagement Tools: Share personalized posters and marketing materials to attract new clients.
• Monthly Partner Meets: Stay updated and network with other professionals.
• Exclusive Resources: Access personalized product brochures, digital visiting cards, and daily market updates to keep your clients informed.
NISM Certification and Dedicated Support:
We’ll help you prepare for and pass the National Institute of Securities Markets (NISM) certification with confidence.
Our Dedicated Relationship Managers are here to support your growth—whether it’s tech, marketing, or operations. Your success is our priority.
What Makes Wealthy Unique?
• Timely Payouts: Get your commissions faster to maintain healthy cash flow.
• Higher Revenue Model: Enjoy attractive payouts for every transaction. The more you grow, the more you earn.
• Effortless Automation: Eliminate manual work, serve more clients, and increase overall profitability.
Financial Products Offered by Wealthy:
• Mutual Funds: Tax-Saving ELSS, Smart Switch, Advance SIP, Global Portfolios.
• Investment Products: Pre-IPO Stocks, Fixed Deposits, Bonds, Structured Debt, AIFs, Private Equity.
• Insurance Products: Health, Term, Motor Insurance, Low-Cost ULIP Plans, Retirement and Pension Plans.
• Portfolio Management Services (PMS): ASK IEP, White Oak India Pioneers Equity, Ambit’s Good & Clean PMS, Coffee Can Portfolio.
Trusted Partnerships with Leading Financial Institutions:
Wealthy collaborates with top providers:
• Mutual Fund AMCs: HDFC MF, ICICI Prudential MF, SBI Mutual Fund, Aditya Birla Sun Life MF, Axis MF, Nippon India MF, and more.
• Insurance Providers: HDFC Life, Tata AIA, Niva Bupa Health, CARE Health, Bajaj Allianz, Max Life, and others.
Who Can Benefit?
Whether you’re associated with LIC, GroMo, MintPro, TurtleMintPro, NJ Wealth, Prudent, Asset Plus, or other platforms, Wealthy offers a superior alternative to grow your business with higher commissions, better tools, and unmatched support.
Join Wealthy Partners App today and unlock the future of financial distribution in India!
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Key Features:
• Onboard clients in just 2 minutes: Complete KYC and start their first investment effortlessly.
• Personalized Proposals: Create tailored proposals and share them instantly on WhatsApp.
• Comprehensive Reports: Generate Mutual Fund, ELSS, and capital gains reports in seconds.
• Goal-Based Portfolios: Access top mutual fund recommendations to meet client needs.
• One-Stop Financial Platform: Offer Mutual Funds, Stocks, Demat, IPO, Pre-IPO Stocks, Insurance, FDs, Bonds, 54EC Bonds, AIF, and PMS—all from one app.
Exclusive SIP Features to Automate Your Business:
• SIP Book: Track active, paused, and past SIPs effortlessly in one place.
• Multi-Day SIP: Schedule SIPs on multiple dates in a month to improve cash flow management.
• Step-Up SIP: Automatically increase SIP amounts over time to help clients meet their evolving goals.
Advanced Tools to Boost Efficiency:
• Tracker Feature: Import and monitor all your clients’ external investments seamlessly.
• Revenue Dashboard: Gain insights into your earnings and business performance.
• Client Engagement Tools: Share personalized posters and marketing materials to attract new clients.
• Monthly Partner Meets: Stay updated and network with other professionals.
• Exclusive Resources: Access personalized product brochures, digital visiting cards, and daily market updates to keep your clients informed.
NISM Certification and Dedicated Support:
We’ll help you prepare for and pass the National Institute of Securities Markets (NISM) certification with confidence.
Our Dedicated Relationship Managers are here to support your growth—whether it’s tech, marketing, or operations. Your success is our priority.
What Makes Wealthy Unique?
• Timely Payouts: Get your commissions faster to maintain healthy cash flow.
• Higher Revenue Model: Enjoy attractive payouts for every transaction. The more you grow, the more you earn.
• Effortless Automation: Eliminate manual work, serve more clients, and increase overall profitability.
Financial Products Offered by Wealthy:
• Mutual Funds: Tax-Saving ELSS, Smart Switch, Advance SIP, Global Portfolios.
• Investment Products: Pre-IPO Stocks, Fixed Deposits, Bonds, Structured Debt, AIFs, Private Equity.
• Insurance Products: Health, Term, Motor Insurance, Low-Cost ULIP Plans, Retirement and Pension Plans.
• Portfolio Management Services (PMS): ASK IEP, White Oak India Pioneers Equity, Ambit’s Good & Clean PMS, Coffee Can Portfolio.
Trusted Partnerships with Leading Financial Institutions:
Wealthy collaborates with top providers:
• Mutual Fund AMCs: HDFC MF, ICICI Prudential MF, SBI Mutual Fund, Aditya Birla Sun Life MF, Axis MF, Nippon India MF, and more.
• Insurance Providers: HDFC Life, Tata AIA, Niva Bupa Health, CARE Health, Bajaj Allianz, Max Life, and others.
Who Can Benefit?
Whether you’re associated with LIC, GroMo, MintPro, TurtleMintPro, NJ Wealth, Prudent, Asset Plus, or other platforms, Wealthy offers a superior alternative to grow your business with higher commissions, better tools, and unmatched support.
Join Wealthy Partners App today and unlock the future of financial distribution in India!
Screenshots
Wealthy Partner Häufige Fragen
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Ist Wealthy Partner kostenlos?
Ja, Wealthy Partner ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.
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Ist Wealthy Partner seriös?
Nicht genügend Bewertungen, um eine zuverlässige Einschätzung vorzunehmen. Die App benötigt mehr Nutzerfeedback.
Danke für die Stimme -
Wie viel kostet Wealthy Partner?
Wealthy Partner ist kostenlos.
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Wie hoch ist der Umsatz von Wealthy Partner?
Um geschätzte Einnahmen der Wealthy Partner-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.
Benutzerbewertung
Die App ist in Spanien noch nicht bewertet.
Bewertungsverlauf
Wealthy Partner Bewertungen
Good Training program
"1. The marketing materials provided by Wealthy are top-notch. They help me effectively communicate the benefits of different financial products to my clients. 2. The training programs offered through Wealthy have expanded my knowledge and expertise of the financial products available in the market. This helps me stay current and offer the right products to my clients. 3. The 100 crore club webinars organized by Wealthy are really insightful and engaging. These webinars keep me updated on the latest industry trends and provide valuable tips for success to increase our AUM. 4. Wealthy has revolutionized the way I manage my clients' portfolios. The Monthly Planner feature allows me to plan and execute strategies for the entire month, while the poster gallery keeps me updated with the latest marketing inputs. It's a must-have platform for every financial advisor. 5. With almost all Mutual Fund AMCs available on its platform, Wealthy provides unparalleled access to a diverse range of investment and savings products. The user-friendly interface makes it a breeze to create proposals and track client portfolios. I couldn't ask for a better platform to grow my financial advisory business. "
Great platform to enable wealth creation
The diversity of financial products on Wealthy is impressive. It allows me to cater to clients with different risk profiles and preferences, providing the best service possible. The platform's resources and user-friendly interface enhance my capabilities as a financial advisor, empowering me to make well-informed decisions and create personalized financial strategies. I highly recommend Wealthy for anyone seeking a reliable and robust platform for their financial goals.
Good financial platform
Wealthy's platform has a treasure trove of marketing material. From trending news to investment updates, it offers a wealth of resources to engage and educate clients. It's an invaluable tool for strengthening client relationships
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App-Informationen
- Kategorie
- Finance
- Herausgeber
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Buildwealth Technologies Private
- Sprachen
- English
- Letzte Veröffentlichung
- 4.4.8 (vor 3 Tagen )
- Veröffentlicht am
- Jan 10, 2025 (vor 7 Monaten )
- Auch verfügbar in
- Indien, Vereinigte Arabische Emirate, Finnland, Ukraine, Niederlande, Schweden, Peru, Kanada, Argentinien, Lettland, Tschechien, Sonderverwaltungsregion Hongkong, Rumänien, Österreich, Aserbaidschan, Algerien, Norwegen, Italien, Griechenland, Vereinigte Staaten, Ägypten, Litauen, Südafrika, Spanien, Frankreich, Polen, Mexiko, Südkorea, Irland, Deutschland, Vereinigtes Königreich, Türkei, Australien, Singapur, Belarus, Schweiz, Belgien, Slowenien, Thailand, Japan
- Zuletzt aktualisiert
- vor 4 Wochen
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