Wealthy.in Raises 130 Crore Rupees to Build India’s Largest Network of Tech-Enabled Wealth Entrepreneurs

Wealthy.in, the fast-growing wealth tech platform serving mutual fund distributors and independent advisors, has raised 130 crore rupees in a Series B round led by Bertelsmann India Investments, with participation from Alphawave Global, Shepherd's Hill, and several well-known technology founders. The company plans to use the capital to strengthen its platform, expand to Tier 2 and Tier 3 cities, onboard fifty thousand distributors, and work toward a target of one lakh crore rupees in assets under management.

Founded by IIT and IIM alumni Aditya Agarwal and Prashant Gupta, Wealthy has become a significant force in the distribution ecosystem. The platform processes more than three hundred crore rupees every month and supports six thousand distributors who collectively serve more than one lakh clients across more than one thousand towns. Over time, it has grown into one of the largest recruiter networks in the country for mutual fund distributors and now manages client assets worth five thousand crore rupees.

India’s wealth management landscape is growing quickly, with mutual fund AUM at seventy-five lakh crore rupees and projected to reach two hundred lakh crore rupees by FY29. The number of independent distributors has doubled in five years, but most still operate with limited digital infrastructure. Many spend the majority of their time on manual onboarding and compliance, leaving little room for client engagement or business growth.

Wealthy aims to change that by combining personal relationships with powerful AI driven technology. Its mobile first platform provides unified access to mutual funds, equities, bonds, PMS, AIFs, insurance and other offerings through a structured and compliant digital process. Distributors receive real time insights, automated workflows, branded client apps, data driven analytics, and two minute onboarding tools that help them grow their practice while improving the client experience.

The founders believe India needs far more trained advisors to close the country’s advice gap. As more professionals leave conventional finance roles to launch independent practices, Wealthy is positioning itself as the backbone of a new generation of wealth entrepreneurs.

With fresh capital and rising demand, the company is preparing for its next phase of scale, aiming to bring high quality wealth management to millions of Indian households.