Wylth

Wylth

About this app

Please note this app is only available for investors who have taken the service of a financial advisors (Mutual Fund Distributors / Registered Investment Advisors) using Wylth.

This platform offers a variety of financial products and tools:

Investment Options:
• A selection of Mutual Funds
• Access to Global Markets
• Portfolio Management Services (PMS)
• Peer-to-Peer (P2P) Lending
Clients can make informed investment choices based on recommendations from their financial advisors.

Insurance Coverage:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Services:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Monitor the performance of your portfolio, including investments in the above categories, managed by your financial advisor.
✔ Aggregate and view family-level portfolios.
✔ Get a comprehensive view of your portfolios at a glance.
✔ See overall returns, including dividends and interest earnings.
✔ Stay informed with notifications about key events and financial milestones.
✔ Align your financial goals with your investments and track their progress.
✔ Keep track of your support tickets.
✔ Receive customised portfolio reports via email, tailored to your preferences and family members

What’s new

- New/Retake risk profiling questionnaire option.
- Onboarding flow handling for sole proprietor.
- Bug fixes.