RMBadvisesWealthyonitsUS$14.5millionfundingledbyBertelsmannIndiaInvestments

 

RMB advises Wealthy on its US$14.5 million funding led by Bertelsmann India Investments

Wealthy is a tech-driven B2B2C platform, that empowers independent financial advisors (IFAs) with a plug and play solution for distributing investment products to their clients. With 100+ products offered on the platform (across mutual funds, PMS, AIFs, unlisted securities, insurance), Wealthy manages c.US$450m in assets, serves 4,500+ advisors, and is amongst the largest recruiter of IFAs in India.

RMB’s India Corporate Finance team, acted as the exclusive financial advisor to Wealthy for raising growth capital.

RMB’s strong understanding of the investor universe interested in the wealth management segment, having successfully closed a similar transaction in 2024, was pivotal in delivering an end-to-end advisory solution for Wealthy.

Through a carefully crafted positioning strategy and strong execution, RMB showcased Wealthy’s differentiated value proposition and competitive strengths, ahead of both traditional and digital peers. This approach generated strong interest from investors, ultimately securing Bertelsmann India Investments (BII) as the lead investor, with participation from Alpha Wave, Shepherds Hill and other investors for a US$14.5m round in Wealthy.

This transaction marks a significant milestone for Wealthy and underscores RMB’s ability to navigate complex deals, anticipate challenges, deliver innovative solutions and ensure a seamless execution process and a successful outcome for the client.

"This transaction demonstrates RMB’s ability to deliver exceptional outcomes in a highly competitive and evolving market. By combining strategic insight with execution excellence, we were able to secure the right partner for Wealthy and create long-term value for all stakeholders" said Nitesh Surana, Co-Head: Corporate Finance, India.

This milestone reinforces RMB’s commitment to enabling growth for innovative businesses and providing solutions that help clients thrive in dynamic markets.