Holistic Wealth-Tech Platform
Wylth® brings investments, insurance, and credit together in one intelligent ecosystem built for Mutual Fund Distributors (MFDs).
Expand wallet share. Deepen client relationships. Build a truly holistic advisory business.
Investment
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Mutual Funds
Execute Mutual Fund transactions seamlessly through BSE Star MF, NSE MF, and MFU - fully integrated within the Wylth® platform.
Mutual Funds remain the foundation. Everything else builds around them.
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Bank Deposits
Help clients allocate securely with Bank FDs and RDs insured up to ₹5 Lakhs by DICGC (RBI subsidiary), with rates often up to 1.4% higher than prevailing market offerings.
Increase wallet share while preserving trust.
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Corporate Deposits
Offer curated Corporate FDs that enhance yield while staying aligned to your client’s risk profile.
Designed for diversification without unnecessary complexity.
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Pre-IPO Securities
Provide access to high-quality, pre-IPO equity opportunities in market-leading companies.
Expand beyond traditional public markets.
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Bonds
Strengthen portfolio stability with access to premium fixed-income instruments across tenures and risk bands.
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Smallcase
Enable curated, theme-based equity portfolios managed by experts - simple, transparent, and strategic.
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P2P Investments
Offer alternative interest-generating opportunities to diversify portfolios and enhance yield potential.
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Holistic Portfolio Reporting
Import client equity and global holdings to generate a comprehensive, unified portfolio view across asset classes.
Because advice should be complete - not fragmented.
Import client's equity holdings and global market holdings to provide a holistic report to your clients.
Insurance
Expand from investment advisor to risk manager.
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Automobile
Enable quick, seamless motor insurance issuance in just a few steps.
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Health
Protect clients from unforeseen medical expenses with comprehensive health coverage options.
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Life
Safeguard families with structured life insurance solutions tailored to long-term financial goals.
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Property
Offer property insurance protection against unexpected events and financial loss.
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Custom
Access specialised insurance products uniquely available through the Wylth® ecosystem.
Loans
Unlock liquidity without disrupting long-term wealth creation.
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Loan against Mutual Funds (LAMF)
Enable clients to access quick credit against their Mutual Fund holdings without redeeming investments. Preserve compounding. Provide flexibility.
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Loan against Securities (LAS)
Offer structured lending solutions against stocks and bonds to meet short-term capital needs.
Self-Service Customer Portal
Empower investors with transparency and control.
Manage assets, track investments, and maintain financial independence through the Wylth® customer portal - securely and effortlessly.
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