Passive profits
made easy…
Our dream is to uplift our REFERRAL PARTNERS by opening up a world of multi-asset distribution opportunities.
Understanding WealthCret
ABOUT WEALTHCRET
WealthCret is designed to empower individuals by integrating them into a multi-asset distribution framework. This integration aims to elevate income levels for referral partners and enhance the investment experience for their investors through a process-oriented approach. Key points include:
Diversified product offerings to access a broader investor base and generate passive income opportunities.
Referral partners can provide exceptional services, improve interpersonal skills, and explore various investment avenues for growth.
Comprehensive succession planning for sustainable income growth and future security.
Streamlined client onboarding processes for service providers to establish lasting partnerships.
Emphasis on collaboration and shared knowledge within a community focused on financial success
Working of WealthCret
GENERATING BUSINESS
THROUGH REFERRALS...
Understanding your role in WealthCret
UNVEILING YOUR ROLE IN WEALTHCRET
Referral Partner
They’re like the perfect matchmakers in the financial industry. They introduce the clients to a world of experts, from the wisest CAs to the most astute homemakers. They’re not just advisors; they’re guides on a journey through the exciting landscape of investment strategies. Imagine a bridge that connects you to a land of financial wisdom, where….
Service Provider
Our institutions are your compass, guiding you from the shores of banking to the horizons of insurance, mutual funds, and beyond. We’re here to serve, advise, and connect. Woven with expertise from banks, insurers, to mutual fund advisors and intermediaries, our institutions are dedicated to crafting a service that’s as unique as your needs.
Financial Aggregators
The Financial Aggregators are your personal concierge in the finance world, connecting you with the right referral partners and services. Your data is not just secure; it’s under your command.
Discover financial services that cater to your every need. The Financial Aggregators bridge you with top finance experts and solutions.
Working with WealthCret
OUR PROCESS
Earn with WealthCret
FIND YOUR WAY TO EARN
Register
This invites individual to sign up or register with WealthCret platform or service. It’s the initial step, inviting people to join and become a part of the network. Individuals who can refer clients for various financial solutions, can onboard as what we call as Referral Partners. The main motive is to provide a passive income source to our valued partners. The process of onboarding is purely transparent and requires our referral partners to maintain the sincerity and adhere to the guidelines.
Refer .
Once registered, individuals are encouraged to refer or direct clients or potential customers to encash our services. This might involve recommending the service to others who might benefit from it.
Earn
By successfully referring clients or engaging others in the service, individuals can earn rewards, benefits, or income. This step highlights the incentive or benefit of participating in the referral program or network.
Start Earning Today
ONBOARDING BENEFITS
TRAININGS
Onboarding with us offers training benefits like personalized financial education, access to expert insights, tailored strategy development, and continuous support to enhance your financial knowledge and skills.
LIFE-LONG EARNING
Onboarding with us provides lifelong earning benefits, including personalized financial strategies, access to exclusive investment opportunities, continuous expert guidance, and a tailored approach to achieving long-term financial growth.
SUCCESSION PLANNING
Onboarding with us ensures succession benefits like seamless wealth transfer, customized estate planning, and expert guidance to preserve and grow your legacy for future generations.
MULTI-TIER EARNINGS
Onboarding with us offers multi-tier earnings benefits, including diverse income streams, layered investment opportunities, and strategies for maximizing returns across various financial instruments.
SERVICE PROVIDER GET LISTED TODAY
Our partners
