Tuesday, January 24, 2023

Indiassetz Inks Partnership Deal With Wealthy Investment Solution


Indiassetz, India’s first real estate wealth tech platform, and Wealthy, a new age financial investments solutions provider, have signed an MoU to leverage the synergies of their respective core customer segments and offer a holistic wealth management perspective to the combined portfolio. . Real estate wealth, despite being the majority of an individual’s total wealth accumulation, does not get the same management expertise as financial wealth, due to a broad range of market-related factors. This partnership is an attempt to plug those market need gaps and bring a portfolio-based solution approach to an individual’s real estate wealth. .

“The real estate investment landscape has been recording a healthy growth in the last few quarters, especially driven by an uptick in the primary residential real estate sales. We are also seeing an increased appetite among HNIs and NRIs to upgrade and diversify their real estate portfolio to include commercial real estate, fractional ownership, and REITs., I am very excited with the combined potential of this partnership with Wealthy, which when harnessed with our respective digital-delivery capabilities, will certainly bring a
whole new wealth management experience for our customers.” said Shivam Sinha Founder & CEO Indiassetz

As per the broad contours of this partnership, all customers referred by Wealthy will be automatically on boarded by Indiassetz with a complimentary Gold category membership for the first year, and covers five cities – Bengaluru, Delhi, Mumbai, Hyderabad, and Chennai.

“This is an exciting partnership that brings together an experienced wealth management platform with deep digital infrastructure capabilities along with the complementary support of investors with long track records of success in real estate," said, Prashant Gupta from WEALTHY. "The partnership will help WEALTHY enter the next stage of growth," Two of India’s most reliable services together are committed to unlock a fruitful business partnership”. He said.

About Indiassetz

Established in 2014 by Ex-bankers, Indiassetz is India’s First Real Estate Wealth Tech Platform. With more than 10,000 Clients, and $2 Billion+ in active Assets Under Management, customized advisory, comprehensive range of products, superior execution capabilities, and in-house technology, Indiassetz has grown to become the most trusted Real Estate Wealth Management Company in India. As a rapidly expanding full stack, tech-enabled, research and data-driven organization, Indiassetz is focused on non-institutional clients, delivering unparalleled customer experience, and is armed with a mission to transform real estate wealth management as an investment concept.

Keeping the Customer at the centre, Indiassetz covers the entire gamut of real estate wealth management, through their digital offerings which include, among others – Tenancy Management, Government Liaison Work, Property Advisory, Maintenance, Interiors, Finance, Buy & Sell. Across the experience of buying, owning, and selling a property in India, Indiassetz offers true and professional local representation, efficient management, and expert consultancy.

About WEALTHY

Founded in 2015 by Prashant Gupta and Aditya Agarwal, Wealthy is India’s fastest growing wealth-tech platform for mutual fund distributors, insurance agents and financial advisors. Our platform helps thousands of Wealthy's Partners to deliver quality services to their customers. Wealthy's platform has over 800+ financial products across mutual funds, insurance, FDs, bonds, pre-IPO stocks, PMS, and many more. The large selection of products and our state of the art platform helps Wealthy’s Partners to serve their clients' financial goals.

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