A clearer day for your practice
Clients, portfolios and your next move. One connected workspace for mutual fund distributors, with an assistant that does the groundwork.
The assistant prepares the work. Every decision stays yours.
Assistant checks exit-load windows
Your practice at a glance. 4 actions need your attention.
Your portfolio, from every angle.
Your next actions, in one place.
Four familiar metrics. One place to start your day.
Client relationships Portfolio intelligence Everyday operations
BUILT FOR INDIAN MFDsThe platform
Most practices run on an RTA portal, a WhatsApp thread and three spreadsheets. Wealthyfy folds all of it into one console that already knows what every client holds.
Every client, family group, folio and SIP in one record — goals, risk profiles and KYC documents included.
Aarav MehtaFamily portfolio
ConnectedNeha RaoEducation goal
ConnectedStart with a PAN — the investor's registered name comes back automatically, KYC readiness and the bank account are verified as you go, and documents arrive through a link the client opens on their phone.
A FIFO lot ledger sits under everything, so exit load and holding period are answers — and capital gains are computed lot-by-lot, not guessed.
The SIP book, your estimated trail and an existing book imported from a registrar mailback — the everyday running of a practice, in the same console as the clients it serves.
An assistant. With boundaries.
A clear view of the client, the costs and the next step. Your assistant prepares the work. You stay in control.
Your book, and only your bookWhose data it sees is decided by your login session — never by the model. Client PANs are masked before the assistant ever sees them.
Cost before convictionExit-load windows, FIFO tax lots, net-of-tax breakeven and SIP continuity — priced before a switch is ever suggested.
The source passage, every timeRegulatory answers come back with the verbatim SEBI or AMFI passage they came from — document, section and page.
At your decisionThe assistant narrates verified numbers and drafts the groundwork. It never acts on a client's money — that stays with you.
Client contextGoals, risk profile and existing holdings.
Cost of the moveExit-load windows, tax lots and scheme overlap.
ReadinessKYC and bank status, before anything else.
A better first impression
One guided flow, with each step verified as you go. Less chasing paperwork. More time for the relationship.
Step 01 · Auto-prefill
Type the PAN — the investor's registered name comes back automatically. You add contact details and date of birth.
Built on
What’s ahead
One console for your clients, their portfolios and the everyday running of your practice — with the book you already have brought across rather than re-keyed. We’re building it now, and it isn’t open to distributors yet. Ask us what it does, or tell us what you’d need from it, and we’ll write back.