Our Focus is Your Business Growth

Our platform helps to report, transact, and service.

  • Investor & Lead Management
  • Business Management
  • Portfolio Management & Analytics
  • Communication & Digital Marketing Campaigns
Our Offerings

  • Wylth®

  • Competitors

  • Multi-Asset

    MF, Direct Equity, Smallcase, P2P, AIF/PMS, Insurance, Loans, and more

  • White-Labelled Platform

    A Complete White-Labelled Solution that includes Customer Portal and Mobile App

  • Branded Marketing Campaigns

    Email & WhatsApp Templates that can be Branded as per your Business Requirements

  • Zoom & WhatsApp Integration

    A Complete Communication Platform

  • MF Research & Analysis

    News and Research along with Asset Analytics and Download

  • Integration with BSE, NSE & MFU

    Reporting and Transaction Capability with all Major MF Platforms

  • Auto RTA Mail Back Service

    Set and Forget Auto RTA to make your life easier

  • Multi ARN

    A Platform that Supports Multiple ARNs

  • Client Portal

    Fully Loaded Client Portal with Easy-to-use Interface

  • Customer Facing Website

    Branded Customer Facing website for Your Business

  • Guaranteed Support

    Support Response of Under 1 Hour or Less

  • 1 Hour
  • Mobile App for Partners

    Companion App for Relationship Managers

  • Mobile App for Customers

    An Easy-to-use Interactive Mobile App for Customers

Self-Service Customer Portal

Don't compromise your financial independence - do more with our self-service customer portal.

Learn More

Platform Roadmap

A Platform for Empowerment

Mobile Application

Keep business growth going and keep track of your assets no matter where you are with the Wylth® app.

For IFA
For Customers