Wylth® · Support

Customer Support

We're here to help. Here's everything you need to know about using Wylth^®, from step-by-step guides to answers for your most common questions.

Frequently Asked Questions

Can I have multiple ARN's and RIA's?

Yes, Wylth® platform supports multiple ARN and RIA codes. Please reach out to our customer success team for details.

Can my team members have individual logins?

Yes, we recommend having individual logins for each of your team members which can help increase data security and prevent any client information leaks.

Is insurance license required for me to sell insurance?

You will have to complete a 2 hour online POSP certificate to be able to sell insurance products. No additional licenses are required.

Is there revenue sharing model for existing book growth & SIP?

No, we do not ask for revenue sharing on your Mutual Fund or Equity assets - be it existing books or future books. Please reach out to our customer success to know more details.

Do you have mobile app for investors & relationship managers?

Yes, our platform provides a semi white-labelled mobile app for customers on Android and Apple.Relationship managers have a companion app that helps them grow sales and increase client engagement.

What are the present active services / products?

Apart from Mutual Funds, and Equities; we have P2P Investments, AIF, PMS, Loans against Mutual Funds, Personal Loans, Motor Insurance, Health Insurance, Life Insurance and Travel Insurance. We constantly keep adding new products to our offering. Please reach out to our customer care to know about the latest financial products available on the Wylth® platform.

Need more help?

Can't find what you're looking for? Reach out and we'll help you directly.