Launching soon
Software for the
modern MFD.
Wealthyfy is a practice platform for AMFI-registered Mutual Fund Distributors in India — one place for your book, your clients and your research, instead of spreadsheets and six portals.
Your practice, at a glance
AUM, inflows and what needs attention today — computed from your own data, not typed in by hand.
A complete client view
Holdings, goals, risk profile, KYC and conversation history on one screen — so a review takes minutes.
Research that stays current
Scheme data and NAVs refreshed on a schedule, with the numbers behind every comparison shown.
hello@wealthyfy.ai
Currently onboarding a small group of distributors. Get in touch to hear when we open up.