A comprehensive wealth platform for clients of IFAs who have Wylth subscription.
Please note this app is only available for investors who have taken the service of a financial advisors (Mutual Fund Distributors / Registered Investment Advisors) using Wylth.
This platform offers a variety of financial products and tools:
Investment Options:
• A selection of Mutual Funds
• Access to Global Markets
• Portfolio Management Services (PMS)
• Peer-to-Peer (P2P) Lending
Clients can make informed investment choices based on recommendations from their financial advisors.
Insurance Coverage:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Services:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your portfolio, including investments in the above categories, managed by your financial advisor.
✔ Aggregate and view family-level portfolios.
✔ Get a comprehensive view of your portfolios at a glance.
✔ See overall returns, including dividends and interest earnings.
✔ Stay informed with notifications about key events and financial milestones.
✔ Align your financial goals with your investments and track their progress.
✔ Keep track of your support tickets.
✔ Receive customised portfolio reports via email, tailored to your preferences and family members
Data safety
Safety starts with understanding how developers
collect and share your data. Data privacy and security practices may vary based
on your use, region, and age. The developer provided this information and may
update it over time.
