Wealthy is a next-generation wealth-tech platform that equips mutual fund distributors and wealth advisors with sophisticated, institutional-grade digital infrastructure. Built to address India’s widening “advice gap,” Wealthy integrates AI-enabled tools, smart workflows, and a comprehensive multi-asset marketplace to help financial professionals deliver high-quality, compliant, and personalized advice at scale.

Operating across 1,000+ towns, Wealthy supports a rapidly growing network of distributors, processes strong monthly transaction flows, and provides seamless access to over 200 financial products spanning mutual funds, equities, PMS, AIFs, fixed-income solutions, and insurance. Its platform simplifies the entire advisory lifecycle- from onboarding and monitoring to portfolio construction and client engagement - enabling advisors to grow resilient, tech-enabled practices while deepening wealth access across India.