Paperless MF transactions, client management, and multi-asset growth, built for India's MFDs and powered by Wylth® AI.
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We are here to democratise the wealth management industry with wealth management software for IFAs and a digital CRM for IFAs that gives Independent Financial Advisors (IFAs) the best-in-class technology to grow their business.
Our Platform Offerings01 / 05
Three ways an independent, mutual fund first platform changes what you can offer clients.
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Plus one line we’ll never cross — our independence pledge.
Platforms that treat mutual funds as one module bolted onto something else.
Paperless purchases, switches, redemptions and SIPs across AMCs — the flow everything else is built around.
Separate logins, separate onboarding and separate reporting for every product you add.
16 products across investment, insurance and loans, on a single client record.
Generic templates and static pages that put someone else’s name in front of your clients.
Your logo, your domain, your app, and Wylth® AI campaigns that go out in your name.
A branded website and investor tools — portfolio, risk, goals — so clients connect with you when they are ready to invest.
Trusted by growth focused MFDs looking to stand out in an increasingly digital industry.
Wylth® brings investments, insurance, and credit together in one intelligent multi-asset investment platform built for Mutual Fund Distributors (MFDs). Expand wallet share. Deepen client relationships. Build a truly holistic advisory business, all managed from a single mutual fund software for distributors.
Read MoreInvestment 09
Insurance 05
Loans 02
MF software and a multi-asset platform to report, transact, engage, and grow — with a digital CRM and Wylth® AI.
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Custom widgets, workflow-focused layouts and an Excel-style CRM filter give advisors a smarter, more actionable overview of their client book.
AI-powered risk scoring (Client Pulse) flags clients likely to redeem before a request comes in, segmenting the book by risk.
One-click uploader that consolidates external national-distributor holdings, automatically mapped to clients and AUM.
Purchase, switch and redeem for multiple clients from a single cart, with XIRR, LTCG and STCG visible before ordering.
MF Screener (12,000+ schemes), live Market Signals, MF Compare and Basket — replacing spreadsheets and scattered tabs.
A single 360° view of every client — holdings, transactions and engagement in one place.
Custom-branded AI video assistant that helps advisors and investors get answers instantly.
White-label robo-advisory website and app, launched under your own brand.
Client engagement tools that keep every touchpoint tracked and actionable.
FDs and Pre-IPO alongside mutual funds, all on one multi-asset platform.
Real distributors on what changed after moving their practice to Wylth®.
See all reviewsWe at MoRa Finserve sincerely appreciate the exceptional support and service from the entire Wylth® team. Their responsive support, especially through a dedicated real-time WhatsApp helpdesk, has greatly enhanced our mutual fund transaction capabilities and digital client experience. Wylth® is more than a tech partner, they are a trusted enabler in delivering seamless investment solutions. We look forward to continued collaboration and success.
Wylth® not only helped us to grow our Business but also helped us to build our own brand name. Fantastic Platform, it makes back end job easier, so you can give more time to your business & clients. Clients are very happy doing digital transaction with Wylth®. I have a very good experience with Wylth® & specially dedicated support team who are always spot-on in understanding & resolving queries.
Wylth® is the only mutual fund first, multi-asset wealth management software platform committed to never running its own mutual fund distribution business. We are and always will be your growth partner and technology enabler.
Read our latest articles on the wealth management industry, MFD growth tips, mutual fund software updates, and mutual fund distributor resources to help MFDs, IFAs and RIAs adopt the right technology, grow AUM, and serve clients better.
View All ArticlesWylth® is built to help Mutual Fund Distributors (MFDs) grow faster with an easy-to-use mutual fund software for distributors that simplifies operations while expanding revenue opportunities through multi-asset products, a powerful digital CRM for MFDs, and Wylth® AI enabled marketing support, making it one of the top software for mutual fund distributors across India.
