Wealth-management firm Wealthy successfully raises Rs 130 Cr ($14.5 million) in Series B financing to expand its operations and technology platform in the rapidly growing Indian wealth management sector.
About Wealthy and Its Growth
Wealthy, founded in 2015, is an innovative online platform that serves as a marketplace for financial products and a distribution channel for independent financial advisors. The platform enables advisors to offer a diverse range of wealth products, including mutual funds, insurance policies, fixed deposits, bonds, and more, through its robust technology infrastructure.
Over the past three years, Wealthy has witnessed substantial growth, with its Assets Under Management (AUM) tripling to Rs 5,000 crore. The company operates 20 offices across major Indian cities such as Bengaluru, Mumbai, and Delhi, facilitating monthly transactions exceeding Rs 300 crore. Wealthy collaborates with over 6,000 mutual fund distributors, effectively serving a client base of over 100,000 individuals.
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Industry Overview in India
The wealth management industry in India is experiencing significant momentum, characterized by steady funding and increasing investor interest. Accordi
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Bertelsmann India Investments
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Wealthy
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in a Series B deal
Disclosed details
Transaction Size: $15M
Revenue: $2M
Net Income: $-4M