Wealthy.in , a leading wealth tech platform revolutionizing India’s mutual fund distribution landscape, has announced the successful closure of its Series B funding round, raising ₹130 crore. The investment was spearheaded by Bertelsmann India Investments, with continued support from existing investor Alphawave Global and new participation from Shepherd’s Hill, alongside several distinguished technology entrepreneurs.
Empowering Independent Distributors Through Technology
Established by IIT-IIM alumni Aditya Agarwal and Prashant Gupta, Wealthy.in has positioned itself as a comprehensive technology partner for independent mutual fund distributors and wealth management professionals across India. The platform currently facilitates the management of approximately ₹5,000 crore in client assets through its extensive network of over 6,000 distributors, reaching more than 100,000 clients spanning across 1,000+ towns nationwide.
The company’s impressive growth trajectory is evidenced by its monthly transaction processing volume exceeding ₹300 crore and a consistent addition of 350 new distributors to its platform each month. Operating from 20 offices with a workforce surpassing 250 employees, Wealthy.in has demonstrated remarkable scalability since its inception, growing its assets under management from ₹200 crore three years ago to the current ₹5,000 crore.
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Investing in AI and Infrastructure
The newly acquired capital will be strategically allocated toward advancing the platform’s artificial intelligence capabilities, particularly focusing on client engagement tools and sophisticated portfolio analytics. Additionally, the funds will strengthen the digital infrastructure supporting distributor partners, enabling them to deliver institutional quality advisory services with enhanced efficiency.
Wealthy.in ‘s value proposition centers on addressing a critical gap in India’s wealth distribution ecosystem. Independent distributors, who form the foundation of retail wealth management in the country, often lack access to robust technology solutions that can scale their operations effectively. By providing AI-powered advisory workflows, streamlined KYC processes, white labeled solutions, and comprehensive data analytics, Wealthy.in eliminates traditional operational bottlenecks that constrain distributor growth.
This investment reflects growing confidence in India’s expanding wealth management sector and the pivotal role technology infrastructure plays in democratizing access to professional financial advisory services across the nation.