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Holistic wealth-tech platform

Investments, insurance and credit, in one ecosystem.

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.

Investments Insurance Loans
Wylth distributor dashboard showing Mutual Fund AUM, SIP Net Additions, MF Net Sales, Client Churn, MF Performance and Pending Actions
0 products 0 categories, one client record Mutual fund first
All offerings

Sixteen 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 these

Investment 09

Insurance 05

Loans 02

Holistic portfolio reporting

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.
Holistic multi asset portfolio reporting in Wylth

Multi asset portfolio view

Our brand promise

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.

Mutual fund first No in-house distribution business Your brand, always No cross-selling against our partners
A Mutual Fund Distributor using Wylth
Partnering with Mutual Fund Distributors

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.

Partnering with Mutual Fund Distributors