Investments, insurance and credit, in one ecosystem.
Bond investment, P2P, mutual funds, insurance and loans for MFDs
Wylth® brings every asset class a client asks for onto a single platform built for Mutual Fund Distributors. Expand wallet share, deepen client relationships, and build a truly holistic advisory business, without leaving your mutual fund core.
Everything your clients ask for, under your own brand.
A holistic multi asset service offering designed to help Mutual Fund Distributors increase wallet share and earnings.
Investment
Mutual funds at the core, with deposits, bonds, unlisted equity and curated baskets built around them.
Explore investments
Insurance
Expand from investment advisor to risk manager, with motor, health, life, property and bespoke cover.
Explore insurance
Loans
Unlock liquidity for clients without disrupting long-term wealth creation or breaking compounding.
Explore loansFifteen products, one platform.
Every product below sits on the same client record, the same reporting and the same login — no separate vendor, no separate onboarding.
Talk to us about enabling theseInvestment 09
Insurance 05
Loans 02
One view of everything a client owns.
Import client equity and global market holdings alongside what they hold with you, and give them a single unified report across every asset class — not a folder of statements from four different places.
- Import equity and global holdingsAssets held outside your book still show up in the picture.
- One report across asset classesMutual funds, deposits, bonds, unlisted equity and insurance side by side.
- Asset-level analysis underneathBreak down exposure before the review, not during it.
Multi asset portfolio view
Guides on multi-asset platforms for MFDs
Best Online Platform for Mutual Fund Distributor in India: What to Look For
Looking for the best online platform for mutual fund distributor work? See what to look for and how Wylth brings digital CRM, orders and AUM tracking together.
Read article → Guide · 5 min readWealth Management Software for MFDs, IFAs and RIAs in India
Wealth management software built for MFDs, IFAs & RIAs in India. Consolidate mutual funds, insurance, loans and more on one digital wealth management
Read article → Guide · 5 min readInvestor App for Mutual Fund Distributors: A New Transaction Journey for Your Clients
Give clients an investor app for mutual fund distributors that handles SIP, Switch, STP, SWP and Redeem in one guided journey. Book MF Software Demo Today.
Read article → Guide · 5 min readTop Software for Mutual Fund Distributors with White-Label Client App
Compare mutual fund software and see why a white-label, personalized investment app is now essential for MFDs.
Read article → Guide · 5 min readWhich Platform Is Best for Mutual Fund Distributors?
Which platform or software is best for mutual fund distributors? See how Wylth's AI, CRM, Research 360 and multi asset tools help MFDs grow AUM and build their brand.
Read article → Guide · 5 min readMutual Fund Business Growth: How the Right MFD Software Helps You Scale AUM
Learn how MFD software helps mutual fund distributors grow AUM, retain SIPs and save time. See how Wylth powers mutual fund business growth in India.
Read article →Every product here is sold under your name, never ours.
Wylth® is the only mutual fund first, multi asset wealth tech platform committed to never running its own mutual fund distribution business. We are, and always will be, your growth partner and technology enabler.
Let’s widen your wallet share.
Tell us what your clients are already asking for that you can’t offer today. We’ll show you exactly which offerings close that gap and what enabling them involves.
