Wealthy, a rapidly expanding financial consulting platform, has raised Rs 130 crore in a new investment round headed by Bertelsmann India Investments, with participation from current backers and key investors, providing a major boost to India’s wealth-tech sector.

The capital infusion comes at a time when youthful, tech-savvy investors looking for guided financial planning solutions are heavily adopting digital asset management platforms.

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Wealthy intends to use the additional funding for product development, AI-powered advice tools, and growing its group of qualified financial advisors.
Through the company’s website, users can access carefully chosen investment goods, such as insurance, mutual funds, fixed-income choices, and alternative assets, all of which are recommended by professionals.

According to the founders, the objective is to create a comprehensive wealth-management ecosystem that provides individualized and objective financial advice to retail investors.

Wealthy is viewed by Bertelsmann India Investments (BII), which is well-known for supporting high-potential digital companies, as a formidable competitor in India’s quickly changing fintech market.

BII identified three advantages that affected its choice to make an investment:

• The advisory-first strategy of Wealthy,
• Robust indicators for client retention, and
• Indian investors are increasingly seeking trust-based financial advice.

BII wants to assist Wealthy grow more quickly with this round while strengthening its position in the mass-affluent and premium retail markets.

Wealthy is unique because of its advisor-partner network, which allows for customized advice instead than just automatic suggestions.
This hybrid strategy fills the gap between traditional wealth advisors and do-it-yourself fintech apps.

Industry observers predict that the next stage of India’s wealth-tech development will be dominated by platforms that integrate technology and human skills as consumer awareness rises.

A major step toward creating a scalable, technologically supported, advisory-driven wealth management platform for the upcoming generation of Indian investors has been taken with Wealthy’s Rs 130 crore funding milestone.

With high consumer trust and support from Bertelsmann India Investments, the firm is well-positioned to transform the way India plans, grows, and manages its wealth.