Wealth Elite

What Wealth Elite does

Wealth Elite is a B2B SaaS platform operated by REDVision Global Technologies Pvt Ltd, an ISO 9001:2008 certified private company headquartered in Indore, India. The product is a white-labeled mutual fund software targeted at India's Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and corporate broker networks. It functions as an end-to-end back-office for the investor lifecycle: digital KYC (including Video KYC for remote onboarding), transaction placement through integrated exchange rails (BSE StarMF, NSE NMFII, MFU), portfolio management, goal-based planning, automated report generation, and client communication including native WhatsApp delivery. The platform is offered in three integrated components: a core web back-office, the Advisor X mobile application (Android and iOS), and a Robo Advisory platform that enables end-investor self-onboarding under advisor branding in 10 Indian languages.

The underlying technology is a cloud-based, AI-backed architecture with native integrations to BSE StarMF, NSE NMFII, MFU, Easebuzz (payments), and ICICI Bank (NEFT/RTGS). Differentiated features include Video KYC for global investor onboarding, Goal GPS for tracking required versus current returns against client goals, Portfolio Overlap Analysis, Non-Debited SIP Reports, an AI chatbot for support, and rule-based portfolio rebalancing. The product suite is positioned as a horizontal solution for a fragmented Indian MFD market of 4,500+ paying customers, with stated scope beyond mutual funds into NPS, P2P lending, global investing, and liquid funds.

Wealth Elite monetizes primarily through annual subscription licenses for the core platform and Advisor X app, with a paid WhatsApp service add-on and white-label licensing for corporate and broker-network customers. Pricing is quote-based and non-refundable after purchase, with no public price list. Go-to-market is a hybrid sales-led and product-led motion: direct B2B sales via website forms and phone outreach (+91-9039822000), self-serve mobile adoption through app stores, content marketing through the company blog, and white-label OEM partnerships for institutional customers. The company is privately held with no disclosed institutional investors, no funding rounds, and no M&A activity in the source material.

Name

Wealth Elite

Legal name

REDVision Global Technologies Pvt Ltd

Website

https://wealthelite.in

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Wealth Elite, operated by REDVision Global Technologies Pvt Ltd, is a B2B SaaS platform providing white-labeled mutual fund and multi-asset distribution software for India's MFDs, IFAs, and corporate broker networks, with integrated exchange, payment, and WhatsApp reporting capabilities across web and mobile.

Ownership category

akta.pro rank

Headquarters

HQ city

Indore

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Software License/Subscription: Non-transferable subscription license granting limited, non-exclusive, non-exclusive, revocable right to use the software during subscription term. Includes subscription fees, renewal fees, onboarding/setup/implementation charges, and service charges. License is not refundable after purchase.
2. WhatsApp Service Add-on: Additional paid service for WhatsApp integration features, charged separately from base subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Wealth Elite is a white-labeled mutual fund software platform operated by REDVision Global Technologies Pvt Ltd that enables Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and corporate distributor networks to run their mutual fund business end-to-end. The platform offers client onboarding, portfolio management, transaction processing, reporting, and digital advisory tools, and is sold as a SaaS product that distributors can rebrand as their own. Companion products include the Advisor X mobile app and a Robo Advisory platform powered by AI.

Product overview

Wealth Elite is a white-labeled mutual fund software platform designed for Mutual Fund Distributors (MFDs) and IFAs in India. The core platform provides a complete AI-backed investor lifecycle system that handles onboarding, portfolio management, transactions, and reporting. The product portfolio consists of three integrated components: (1) Wealth Elite Core Platform as the central back-office system for business operations, (2) Advisor X mobile app enabling MFDs to manage clients and transactions on-the-go, and (3) Robo Advisory Platform providing self-service investment tools for end investors under advisor branding. All components are interconnected with shared data and workflows.

Differentiator

Problem solved

Functional benefit

Brands

• Advisor X: Mobile app for MFDs to onboard investors, place transactions, and access client data directly from mobile devices.
• Robo Advisory Platform

Products and services

• Wealth Elite Platform A white-labeled mutual fund software platform that enables Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and corporate distributor networks to run their entire mutual fund distribution and advisory business under their own brand. It provides client onboarding, portfolio management, transaction execution, compliance reporting, and digital advisory tools as a SaaS solution.
• Advisor X Mobile App A mobile application that allows financial advisors and their clients to access mutual fund portfolios, perform transactions, and engage with advisory features on smartphones. It extends the Wealth Elite platform to a mobile-first experience for both distributors and end-investors.
• Robo Advisory Platform An AI-backed robo advisory solution that enables distributors and IFAs to deliver automated, algorithm-driven investment advice, goal-based planning, and portfolio recommendations to their clients without manual intervention. It is offered as part of the Wealth Elite product suite.

Quantifiable outcome

• 4,500+ MFDs use the software for business operations
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability9 records

Feature12 records

Partnerships

Five partnerships are on record, tiered core.

• BSE StarMFcoreTechnology or IntegrationExchange integration enabling mutual fund distributors to execute transactions through BSE's StarMF platform directly from Wealth Elite software. Reduces errors and delays in transaction execution.
• NSE NMFIIcoreTechnology or IntegrationIntegration with NSE's NMFII platform for mutual fund transactions, enabling advisors to place orders across NSE from a single interface.
• Mutual Fund Utility (MFU)coreTechnology or IntegrationIntegration with MFU for unified transaction processing across the mutual fund ecosystem, managing transactions from a single platform.
• Easebuzz Payment GatewaycoreTechnology or IntegrationOnline payment processing via Easebuzz payment gateway for card payments and net banking, supporting QR code, NEFT, and online payment options.
• ICICI BankcoreTechnology or IntegrationBanking partner for NEFT/RTGS payments with dedicated account details (A/C: 657305600504, IFSC: ICIC0006573). Payments processed via RBI-regulated banks.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Others

• CAMS (Computer Age Management Services): India's largest mutual fund Registrar and Transfer Agent (RTA); serves as critical transaction infrastructure underpinning the mutual fund ecosystem that Wealth Elite's platform integrates with via MFU and exchange channels.
• KFin Technologies (KFintech): Leading Indian mutual fund RTA and investor services infrastructure provider; comparable to CAMS as ecosystem infrastructure that Wealth Elite's exchange integrations depend on, and co-owner of MF Central.

Direct peers

• NJ Wealth (NJ India Invest): Indian wealth management and mutual fund distribution platform providing back-office tools and transaction capabilities to its partner/distributor network; directly comparable to Wealth Elite's white-label distributor software.
• MF Central: Joint-venture mutual fund transaction platform backed by CAMS and KFintech; offers investor onboarding, transaction, and reporting services that overlap with Wealth Elite's transaction execution capabilities.
• MProfit: Portfolio tracking and analytics software for Indian investors and advisors; offers mutual fund, equity, and transaction reporting with similar analytical features (XIRR, capital gains) to Wealth Elite's portfolio analysis module.
• AssetPlus: Indian B2B SaaS platform offering mutual fund and investment tools for distributors and IFAs; directly competes with Wealth Elite in the same MFD back-office, transaction, and reporting software category.
• FinEdge: India-based wealth-tech platform providing digital advisory and distribution tools for IFAs and wealth managers; overlaps directly with Wealth Elite's advisor-focused portfolio management and transaction software.

Broad incumbents

• Groww: Large Indian investment platform covering mutual funds, stocks, and other asset classes with strong consumer brand; overlaps with Wealth Elite's transaction and reporting capabilities but operates primarily as a direct-to-consumer platform.
• Fisdom: Indian digital wealth management platform offering mutual funds, stocks, and advisory services; provides some overlapping B2B/distributor functionality alongside its B2C wealth advisory business.
• Kuvera: Well-funded Indian direct mutual fund investment platform with broader consumer brand and B2C distribution; competes in the same mutual fund software ecosystem but with more focus on end-investor acquisition rather than MFD back-office tooling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealth-elite

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Elite