Wealthy.in has raised ₹130 crore in its Series B round led by Bertelsmann India Investments. The round also saw participation from existing investor Alphawave Global, new investor Shepherd’s Hill, and a group of tech entrepreneurs.
This marks the company’s first major fundraise since its Series A round in 2022. Over the last three years, Wealthy’s assets under management have grown from ₹200 crore to ₹5,000 crore.
The company plans to use the fresh capital to strengthen its AI-powered tools and digital infrastructure for mutual fund distributors (MFDs) and wealth management professionals. The goal is to support India’s expanding investor base and enable advisors to deliver a more personalized and efficient investing experience.
Founded by Aditya Agarwal and Prashant Gupta, Wealthy provides a mobile-first platform designed for investment professionals. It enables data-driven recommendations, investment reporting, and client lifecycle management.
Wealthy currently processes more than ₹300 crore in monthly transactions and works with over 6,000 mutual fund distributors. The network serves more than 100,000 clients across 1,000 towns. The company also adds more than 350 distributors each month, making it one of the leading recruiters in the category. Its 20 offices across India are supported by a team of over 250 members.
“India has an advice gap that cannot be addressed by technology alone,” said Aditya Agarwal, Co-founder of Wealthy. He said mutual funds continue to lag in investor penetration when compared to sectors like insurance. According to him, advisors need tools that help them scale while retaining the trust and personal engagement they bring to investors.
Data from the Reserve Bank of India shows equity mutual funds saw net inflows of ₹4.66 lakh crore in FY25, growing more than seven times in five years. As more households move toward managed investment products, platforms like Wealthy aim to support this shift through technology, distribution, and advisory enablement.
