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WealthRight wishes you a joyful festive season filled with growth, success, and long lasting prosperity.
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Launch your career
with WealthRight

Supercharge your advising career with our app and top-tier Wealth Coach benefits!

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Significant Benefits of being a Wealth Coach

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    Receive Welcome Kit
    Receive an extensive kit to kickstart your exciting journey with us.
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    Referral
    Bonuses
    Enjoy gracious bonuses on all additional wealth coaches that you bring in.
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    Insurance & Mutual Fund
    Get expert training and guidance on further improving your skills.
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    Planning & Research
    Get access to best-in-class technology platform that helps you be productive.

Experience the WealthRight difference: Innovative solutions no other platform offers

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1.
People, process & platform are fully integrated.
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2.
Emphasis on protection along with savings and investments.
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3.
Focus on client service and agent productivity.
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Professionally designed co-branded materials.
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5.
Best in class technology platform.
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What’s different about
WealthRight?

People, Process and Platform are fully integrated.
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You are eligible to receive 4% of previous year’s earnings of referred Coach
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Focus on client service and agent productivity!
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Get a chance to join the leadership management at WealthRight!
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₹ 1,000 for every New Referred Wealth Coach onboarding
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Use advanced tools to simplify your work and serve clients better.
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In a small amount of time, we’ve grown alot..

  • 750+ cr
  • 3.6 cr
  • 30k+
  • 200+
  • 10+
  • 30+
  • 12+

Access a wide range of financial tools for your sales.

  • Mutual Funds

    Mutual Funds

  • Life Insurance

    Life Insurance

  • Business Loans

    Business Loans

  • Health Insurance

    Health Insurance

  • Bonds

    Bonds

  • CDs

    CDs

  • Personal Loans

    Personal Loans

  • GI

    GI

  • Annuities

    Annuities

  • Stock Brokerage

    Stock Brokerage

WealthRight’s Assurance to Wealth Coaches
  • WealthRight’s Assurance to Wealth Coaches
    No direct contact with clients

    We will not contact your client without your approval other than for reporting, greetings and centralized product campaigns

  • WealthRight’s Assurance to Wealth Coaches
    Split commission entitlement

    All non-mutual fund cross sales only after you approve - you will be entitled to a split commission

  • WealthRight’s Assurance to Wealth Coaches
    Transaction support

    Dedicated staff for transactional support TAT - 2.30 pm – same day, 3 pm – next working day.

  • WealthRight’s Assurance to Wealth Coaches
    Marketing and client engagement support

    Downloadable brand content. Tech will enable your client engagement - with your approval we can provide financial planning, estate planning, will services etc.

Our blueprint of operations.
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    World Class Technology
    Each Wealth Coach is entitled to the world class technology to facilitate sales, and compensation review which will be provided to them through mobile and web application.
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    Dedicated BD Manager
    Every Wealth Coach will be tagged to a dedicated BDM who will be responsible for activation, query management and enabling each Wealth Coach to rise in career.
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    Dedicated Training & Service Team
    Regular training from AMFI qualified team to help upskill with the upcoming trends in market and provide dedicated backend service team for escalation on tagged BDM.
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    Query & Complaint Redressal
    TAT to response, one to seven working day based on query.
Our Terminology and Eligibility Criteria for Wealth Coach
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    Valid ARN mandatory – 55 bps of AUM as referral fees until ARN qualification
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    WealthRight to provide free training for ARN qualification
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    Our Hub for training, client servicing, B2C and B2B sales.
Going from Wealth Coach to Wealth Captain
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Meets WealthRight standards as determined by management
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Rs 1 lakh deposit
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100+ sq ft office with WealthRight branding
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>50% of AUM is equity/hybrid
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Minimum of 10 active Wealth Coaches referred
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Greater than 10 CR AUM
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Cleared AMFI Exam
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Best-in-Class Technology Platform for Financial Product Sales
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Next best action to maximize agent productivity
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End-to-end platform and data-driven optimization
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Quickly configurable to changing market needs
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Seasoned technologists and operators
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Excited to begin? Here's how to get started!
KYC
Analysis
Certifications
Trainings
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1
Wealth Coach KYC
Verify your identity and credentials for a secure onboarding process.
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2
Psychometric Analysis
Get your personality assessed to match you with the most suitable role and responsibilites.
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3
Certifications
Acquire and upload required certificates based on your role.
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Training
Receive comprehensive training for general work and platform operations.
What our coaches have to say about us?
S
Sanjib Ghosh
“Happy Wealth Coach since 2018. Great training & support, especially from the CC team.

Highly recommend WealthRight!”
Frequently asked questions

Get In Touch With Us

Whether you'd like to learn more about our services, discuss a potential partnership, or explore career opportunities as an agent, our team is ready to connect with you.

If you have a complaint or feedback, we value your input and are committed to resolving any issues promptly.

ic-mail
Email us
support@wealth-right.com
Phone