Consultation
Discuss the financial requirement, goal, time horizon and relevant distribution service.
AUTHORISED PARTNER JOURNEY
Guided by Arthamrit.
Completed securely on Wealthy.
Arthamrit supports the customer discussion and authorised handoff. Account opening, KYC and eligible product transactions are completed directly on the Wealthy partner platform only.
CUSTOMER-FIRST PROCESSYour consent first.
Your consent first.
KYC and transactions only on Wealthy.
Customer Consent
Confirm permission before Arthamrit shares the Wealthy partner-platform journey.
Secure Platform Action
The customer completes account opening, KYC, authentication and eligible transactions directly on Wealthy.
Service Follow-up
Arthamrit tracks only the handoff and service follow-up using non-sensitive references.
Your credentials stay private
Never share your Wealthy password, OTP, UPI PIN, card PIN or banking password with Arthamrit staff or anyone else. Arthamrit does not collect or store these credentials.
START WITH A DISCUSSION