Launch your careerwith WealthRight
Supercharge your advising career with our app and top-tier Wealth Coach benefits!
Significant Benefits of being a Wealth Coach
Receive Welcome KitReceive an extensive kit to kickstart your exciting journey with us.
Referral
BonusesEnjoy gracious bonuses on all additional wealth coaches that you bring in.
Insurance & Mutual FundGet expert training and guidance on further improving your skills.
Planning & ResearchGet access to best-in-class technology platform that helps you be productive.
Experience the WealthRight difference:
Innovative solutions no other platform offers
Others
WealthRight 1.
People, process & platform are fully integrated.
2.
Emphasis on protection along with savings and investments. 3.
Focus on client service and agent productivity. 4.
Professionally designed co-branded materials. 5.
Best in class technology platform.What’s different about
WealthRight?
People, Process and Platform are fully integrated.
You are eligible to receive 4% of previous year’s earnings of referred Coach
Focus on client service and agent productivity!
Get a chance to join the leadership management at WealthRight!
₹ 1,000 for every New Referred Wealth Coach onboarding
Use advanced tools to simplify your work and serve clients better.
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.
Life Insurance
Health Insurance
General Insurance
Mutual Funds
Personal Loans
Business Loans
Annuities
Stock Brokerage
CDs
Bonds
Alternate Investment Fund
Loan Against Securities
Portfolio Management Services
WealthRight’s Assurance to Wealth Coaches
No direct contact with clientsWe will not contact your client without your approval other than for reporting, greetings and centralized product campaigns
Split commission entitlementAll non-mutual fund cross sales only after you approve - you will be entitled to a split commission
Transaction supportDedicated staff for transactional support TAT - 2.30 pm – same day, 3 pm – next working day.
Marketing and client engagement supportDownloadable 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.
World Class TechnologyEach 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.
Dedicated BD ManagerEvery 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.
Dedicated Training ContentRegular training from training management system to upskill with the upcoming trends in market & backend service for escalation on tagged BDM provided.
Query & Complaint RedressalTAT to response, one to seven working day based on query.
Our Terminology and Eligibility Criteria for Wealth Coach
Valid ARN mandatory, x% of AUM (+ GST) as referral fees until ARN qualification
WealthRight to provide training assistance for ARN/NiSM qualification
Our Hub for training, client servicing, B2C and B2B sales.
Going from Wealth Coach to Wealth Captain
7
Meets WealthRight standards as determined by management
6
Rs 1 lakh + GST deposit
5
100+ sq ft office with WealthRight branding
4
>50% of AUM is equity/hybrid
3
Minimum of 10 active Wealth Coaches referred
2
Greater than 10 CR AUM
1
Cleared AMFI Exam
Best-in-Class Technology Platform for Financial Product Sales
Next best action to maximize agent productivity
End-to-end platform and data-driven optimization
Quickly configurable to changing market needs
Seasoned technologists and operators
Excited to begin? Here's how to get started!
KYC
Analysis
Certifications
Trainings
1
Wealth Coach KYC
Verify your identity and credentials for a secure onboarding process.
2
Psychometric Analysis
Get your personality assessed to match you with the most suitable role and responsibilites.
3
Certifications
Acquire and upload required certificates based on your role.
4
Learning Management System
Receive comprehensive training for general work and platform operations.
What our coaches have to say about us?
Frequently asked questions