WEBSITE UNDER CONSTRUCTION - EUCMS, a wealthy partner

A Registered Partner of Wealthy, Empowering Wealth Management Across India.
In the dynamic landscape of financial services, partnerships between specialized firms and robust platforms are reshaping how wealth management and collateral services are delivered. One such strategic alliance is between EU Collateral Management Services and Wealthy, a leading wealth management platform in India. This article explores the registration of EU Collateral Management Services with Wealthy, its authorization to operate on behalf of Wealthy across India, and the broader implications for the financial services sector.

  Founded by IIT-IIM alumni Prashant Gupta and Aditya Agarwal, Wealthy (operated by Buildwealth Technologies Private Limited) is a Bengaluru-based wealth management platform that has emerged as a game-changer in India’s financial services industry. Wealthy offers a comprehensive suite of over 800 financial products, including mutual funds, insurance, fixed deposits, bonds, and pre-IPO investments, all accessible through a single, technology-driven platform. With a focus on empowering financial professionals, Wealthy supports Mutual Fund Distributors (MFDs) and Wealth Partners with tools, training, and resources to grow their businesses.

Wealthy Partner is a platform designed to help financial professionals, like wealth managers, mutual fund distributors, and financial advisors, grow their businesses and earn income by referring clients to various financial products. It offers a range of services and tools to support partners in building their client base and managing their wealth management business, all while earning competitive payouts and benefiting from support from the Wealthy

Wealthy’s innovative approach combines cutting-edge technology with personalized support, enabling partners to manage client portfolios, access market insights, and streamline operations. The platform has raised INR 70 crore in Series A funding, led by Alpha Wave Incubation, underscoring its credibility and growth potential. With over 50,000 app downloads and a 4.5-star rating, Wealthy is a trusted name for wealth management professionals across India.

EU Collateral Management Services is officially registered as a Wealthy Partner, enabling it to operate as an authorized representative of Wealthy’s platform across India. This registration aligns EU Collateral Management Services with Wealthy’s mission to gains access to a robust ecosystem that enhances its ability to deliver collateral management and wealth-related services to a diverse clientele.

As a Wealthy Partner, EU Collateral Management Services is authorized to conduct business on behalf of Wealthy, offering a wide range of financial products and services under Wealthy’s brand. This includes facilitating investments in Bank Guarantee, Letter of Credit, Standby Letter of Credit other financial instruments, while also leveraging its expertise in collateral management to support clients seeking asset-backed financing. The partnership allows EU Collateral Management Services to operate seamlessly across India, from urban centers like Mumbai and Delhi to smaller towns and cities, aligning with Wealthy’s presence in over 175 towns and cities.

EU Collateral Management Services provides end-to-end collateral management, including custody, monitoring, and certification of assets such as commodities stored in warehouses. It ensures the quality and quantity of pledged assets, issuing secure warehouse receipts and providing regular market price updates to lending institutions. These services are critical for banks and financial institutions offering asset-backed loans.

Wealthy’s Partner App and automated dashboards enable EU Collateral Management Services to manage client relationships, track investments, and generate reports efficiently. The company benefits from Wealthy’s training programs, live webinars, and dedicated relationship managers, ensuring that its team is equipped to deliver top-notch services.

requirements set by the Securities and Exchange Board of India (SEBI).

EU Collateral Management Services has completed the necessary onboarding process, which includes KYC verification and, where applicable, obtaining an ARN. This ensures that the company is fully compliant with regulatory frameworks, allowing it to operate with transparency and trust across India. Additionally, its collateral management practices align with ISO 9001:2008 standards, further reinforcing its commitment to quality and reliability.