Wealthy
Wealthy: Business Model Canvas
The nine-block Business Model Canvas, filled in only where a public source states it — empty blocks mean we haven't found a citable fact yet, not that the answer is zero.
Value Propositions
Wealthy offers its technology free of cost and earns only when a wealth management professional suggests a financial product from its marketplace.
sourceWealthy's suite of web and mobile apps gives professionals access to over 150 financial products to focus on client needs and build their portfolios.
sourceCustomer Segments
Wealthy works with more than 6,000 mutual fund distributors serving over 100,000 clients.
sourceOver 1,500 such professionals across the country use Wealthy.in's suite of web, mobile apps and over 150 financial products to focus on client needs and build their portfolios.
sourceThe Bengaluru-based wealth management platform provides investment management and tracking tools to retail investors along with advisory services and access to wealth management professionals.
sourceCustomer Relationships
Channels
Wealth management professionals use Wealthy.in's suite of web and mobile apps to serve clients.
sourceWealthy now operates 20 offices across India, with a significant presence in major cities such as Bengaluru, Mumbai, Hyderabad, Ahmedabad, Surat, Jaipur, Gurugram, Delhi, Faridabad, Ghaziabad, Lucknow, Kanpur, and Kolkata.
sourceKey Activities
Key Resources
Key Partnerships
Bertelsmann India Investments — Investor Alpha Wave Global — Investor Shepherd's Hill Group — Investor Alpha Wave Incubation — Investor Good Capital — Investor Savrola Lakshmi LLC — Investor
Revenue Streams
Revenue from brokerage services was Wealthy's largest stream, accounting for 56% of total income; it more than doubled to Rs 14 crore in FY25 from Rs 6.3 crore in FY24.
sourceRevenue from advisory services brought in Rs 9 crore in FY25, a 24% year-on-year increase.
sourceCost Structure
Employee benefit expenses remained Wealthy's largest cost center, forming over 53% of the total expenses in FY25 (about Rs 37 crore of Rs 70 crore total expenditure).
sourceFAQs on Wealthy
What is Wealthy's business model?
Wealthy's core value proposition centers on Free platform monetized only via product commissions, Broad multi-product marketplace.
How does Wealthy make money?
Wealthy's cited revenue streams include Brokerage services, Advisory services, Commission income.