Mutual fund distribution · through Wealthy
Seamless digital investing through Wealthy, with separate tax planning support from Indian Tax Planning.
ITP can share the current Wealthy onboarding route and applicable disclosures. Onboarding and transactions take place through the Wealthy platform. Review scheme information and risks before investing.
step by step.
Tax-aware, platform-led
What you can expect from the process
Understand the platform, tax considerations and scheme risks before making an investment decision.
Tax-aware support
Tax treatment for ELSS, capital gains, available deductions and loss set-off depends on the tax year, applicable law, tax regime and your facts. Tax computation and ITR support are separate services; tax outcomes are not guaranteed.
Digital tools through Wealthy
Wealthy describes digital onboarding, client portfolio access, family holding views and capital-gains reports among its platform features. Availability and reports depend on your account and platform terms.
Explore by goal and risk
Retirement, education, emergency reserves and other goals have different time horizons and risks. Fund categories are not interchangeable; review the scheme’s risk profile and documents before deciding.
Separate tax assistance
For eligible clients, ITP can assist separately with tax reporting, including review of available mutual-fund capital-gains reports for ITR preparation. Platform reports should be checked against your statements and tax records.
Four steps
How it works
Ask for the partner link
Contact ITP to receive the current Wealthy onboarding route and applicable distribution disclosures.
Complete platform onboarding
Follow Wealthy’s KYC and account-opening process. Processing time and required information depend on platform checks.
Review scheme information
Read the scheme documents, risk level, costs and commission information before choosing whether to invest.
Transact and track on Wealthy
Use the platform options available to you. Review account statements and any capital-gains report for completeness.
Mutual fund categories
Explore the types of schemes
These are broad categories, not recommendations. Risk, liquidity, returns and tax treatment vary by scheme and investor.
Equity-linked savings schemes
ELSS units generally have a three-year lock-in for each investment. Any deduction is subject to eligibility, applicable tax provisions and the selected tax regime.
Large-cap, flexi-cap and index
Equity schemes can fluctuate significantly and may suit only investors whose risk capacity and time horizon fit the scheme.
Hybrid and balanced advantage
These schemes hold a mix of asset types. Allocation rules and risk levels vary; capital protection is not assured.
Shorter-duration and liquidity needs
Debt and liquid funds carry interest-rate, credit and liquidity risks. They are not deposits and do not assure capital or returns.
Section 80C applies under the Income-tax Act, 1961 for relevant years. For tax years governed by the Income-tax Act, 2025, refer to the current provisions and eligible-instrument schedule; deductions are unavailable under the new concessional regime where the law so provides. Confirm eligibility before investing for tax benefits.
Before you decide
Common questions
Is ITP a SEBI-registered investment adviser?
This page describes mutual fund distribution through Wealthy. It is not a SEBI-registered investment adviser service and does not provide independent, fee-based investment advice or promise returns. Please review the product and commission disclosures before investing.
Which ARN applies to this distribution route?
WealthyIN Customer Services Private Limited identifies itself as an AMFI-registered mutual fund distributor with master ARN-106846. The mapped ITP partner ARN is 360557. The applicable ARN and EUIN for a transaction, where required, should appear in the platform application and transaction records. Verify these details before placing a transaction.
How is the distributor compensated?
Mutual fund distribution through a Regular Plan may generate commission under the applicable distributor arrangement. Commission varies by scheme and AMC and is reflected in the relevant platform disclosures and investor statements. Direct Plans have no distributor commission and are available through the AMC or other direct channels.
Does tax treatment make a fund suitable for me?
No. A potential deduction or tax outcome does not by itself make an investment suitable. Eligibility depends on current tax law, tax regime and your circumstances; scheme risk and investment horizon also matter.
Questions before getting started?
Request the Wealthy onboarding link.
ITP will share the current partner route and relevant disclosures. For tax filing or capital-gains reporting help, contact us separately.
Mutual fund distribution and risk disclosures
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
Mutual fund distribution/execution services on the Wealthy platform are offered through WealthyIN Customer Services Private Limited (AMFI-registered mutual fund distributor, master ARN-106846). ITP’s mapped partner ARN is 360557. The EUIN applicable to an individual interaction and the ARN used for a transaction, where required, should be confirmed from the application and transaction records. The distributor may receive commission on Regular Plan investments; review current scheme-wise commission information on the platform before investing.
ITP provides tax compliance and reporting services separately from mutual fund distribution. Tax rules and benefits depend on the applicable law, tax year, tax regime and individual facts. This page is informational and is not a recommendation to buy or sell any scheme.
AMFI distributor locatorAMFI commission-disclosure resources
