India’s All-in-One Investment & Broking Platform

In today’s fast-moving financial landscape, investors are looking for intuitive platforms that let them trade stocks, invest in mutual funds, explore debt instruments, and manage wealth — all from one place. Wealthy is one such powerful platform designed for both individual investors and financial distributors, combining broking services with a rich investment ecosystem.

Whether you’re just starting or growing your investment portfolio, Wealthy aims to simplify the process with transparent pricing, digital onboarding, curated research, and multiple asset classes — making wealth management smarter and more accessible.

What Is Wealthy? A Quick Overview

Wealthy is a financial tech platform that enables users to invest and trade across multiple asset classes — including stocks, mutual funds, ETFs, fixed deposits, bonds, IPOs, and more — all within a single app. It also supports mutual fund distributors (MFDs) with dedicated tools to grow their business, manage clients, and earn revenue.

With a strong focus on digital innovation and user experience, Wealthy combines broking services, investment products, and wealth distribution tools to create a seamless journey for both investors and professionals.

Key Features of Wealthy Broking

🆓 Free Demat & Easy Onboarding

With Wealthy, you can open a demat and trading account completely free of account opening charges. Wealthy doesn’t impose any account maintenance fees for the first year, allowing you to start investing without upfront cost barriers.

📉 Low & Transparent Brokerage

One of the core advantages of Wealthy Broking is its minimal brokerage charges compared with many traditional brokers. This makes it attractive for traders and investors who want to keep costs low while being actively involved in the markets.

📊 Curated Research & Tools

Wealthy provides “Wealthy Ideas” — curated stock baskets and investment themes created by experts — helping users discover relevant stocks and build informed portfolios.

👪 Family Account Feature

The platform lets users add up to 10 family members under one account, enabling investment and portfolio tracking for the entire family from a single dashboard.

📈 Multiple Products in One App

Wealthy isn’t just a trading platform — it’s a wealth-management super app. You can invest in:

• Stocks, ETFs & IPOs

• Mutual Funds & curated baskets

• Fixed Deposits & sovereign instruments

• Corporate bonds & debentures

• Futures & Options (F&O)

• Sovereign Gold Bonds & more
  All within a cohesive, secure environment.

Pricing & Charges — Transparent and Competitive

Wealthy’s pricing is designed to be easy to understand with no hidden fees. Here’s how the pricing works:

🔑 Account Opening & Maintenance

• Account Opening: ₹0

• Annual Maintenance Charges (AMC):

  • First Year: ₹0

  • Subsequent years: ₹300 + GST (for Non-BSDA accounts)

• BSDA accounts may have lower AMCs depending on holdings.

💹 Brokerage Charges

• Wealthy offers competitive brokerage plans; for example, equity delivery and intraday trades could be charged at ₹15 per order or 0.1 %, whichever is lower.

📄 Other Charges

• DP Transaction Charge: ₹13.50 per transaction

• Margin Pledge Charge: ₹15 per instruction

• Delayed Payment Charges: 21 % per year

• Call & Trade: ₹50 + GST per order

• All regulatory charges like STT, SEBI turnover fees, and GST apply as per standard exchanges.

With this transparent model, investors can plan costs without surprises.

Why People Choose Wealthy

🧠 One-Stop Investment Platform

Instead of juggling multiple apps for different assets, Wealthy brings everything under one roof — saving time and improving portfolio oversight.

✨ Research & Advisory Support

Wealthy’s curated investment ideas and insights help investors make informed decisions, from equities to mutual funds and beyond.

🤝 Support for Distributors & Advisors

Financial professionals can benefit from tools to run their business — from CRM features to performance tracking and marketing support — enhancing credibility with clients.

🛡️ Fully Digital & Secure

Wealthy’s seamless app experience with bank-grade security ensures users can invest confidently and manage their portfolios safely.

Conclusion – Grow Your Wealth with Wealthy

Whether you’re an individual investor building your first portfolio or a financial professional looking to scale your business, Wealthy offers a comprehensive and user-centric platform. With free demat account opening, competitive brokerage, multiple investment options, curated research, and powerful tools, it’s well suited for diverse financial journeys.

Standard Disclaimer: Mutual fund investments are subject to market risks and past returns are not a guarantee of future returns.