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Wylth® is an independent wealth-tech platform built exclusively for Mutual Fund Distributors (MFDs), IFAs and wealth professionals in India. Wylth provides powerful mutual fund software, mutual fund distributor software, digital CRM and wealth management technology to help MFDs manage clients, portfolios, transactions, reporting, communication and business growth from one integrated platform.
Mutual Funds remain at the core of Wylth. Alongside mutual fund distribution, the platform enables MFDs to offer and manage complementary asset classes including Bank FDs/RDs, Corporate FDs, bonds, Pre-IPO securities, loans and insurance. This multi-asset approach helps financial advisors and mutual fund distributors expand their product offerings and increase wallet share while keeping mutual funds at the centre of their business.
Wylth is designed to be a trusted technology partner rather than a competitor to Mutual Fund Distributors. Wylth does not operate its own financial advisory or mutual fund distribution business. Our objective is to empower MFDs with technology, automation and digital infrastructure so they can focus on building stronger client relationships and long-term wealth.
With intelligent workflows, robust mutual fund infrastructure and Wylth® AI-enabled automation, Wylth simplifies day-to-day operations and helps financial advisors improve productivity, streamline business processes and deliver a better digital experience to investors.
Wylth brings together mutual fund software, MFD CRM, wealth management software, multi-asset investment capabilities and AI-powered automation in one technology ecosystem built for the modern financial advisor.
Wylth® — Your Wealth, Our Priority.