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Genre: Finance
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Wealthy Partner - MFDs & IFAs App V. 4.7.2
by Buildwealth Technologies Private Limited
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, - More Info...
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🌟 What makes Wealthy Partner - MFDs & IFAs so special? 🌟
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...
Whether you're a seasoned pro or a newbie in the digital world, Wealthy Partner - MFDs & IFAs app is designed to make your life easier, more fun, and more productive. Here are just a few highlights:
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🎨 Content Rating: 4+
💡 New Features:
But that's not all! The Buildwealth Technologies Private Limited team is continuously improving and expanding Wealthy Partner - MFDs & IFAs to bring you even more exciting features at the palm of your hand, being last updated at 2026-01-15, the Buildwealth Technologies Private Limited team works hard to stay ahead of the curve and bring you an exceptionally robust, secure, and up-to-date app.
Download and experience Wealthy Partner - MFDs & IFAs now and unlock a new journey in your mobile world – Your mobile device will thank you.! 📱💫
Also don't miss out on future mobile app features. Join the millions who have already discovered the magic of Wealthy Partner - MFDs & IFAs and download BigTopApps Discovery App today, and never miss a new app announcement and feature release again! We are also on the web at BigTopApps.com.
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Developer: Buildwealth Technologies Private Limited
Seller: Buildwealth Technologies Private Limited
Price: 0 USD
Current version: 4.7.2
Last Updated: 2026-01-15
Ratings: 0 out of 5 stars.
Based on 0 reviews. (Rate/Review)
Genre: Finance
Filesize: 71.63MB
IOS Bundle ID: in.wealthy.ios.advisor
Age Rating: 4+
Languages: EN
Videos: Wealthy Partner - MFDs & IFAs App Videos
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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!
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