
Wylth® is an independent holistic multi-asset platform for independent financial advisors11-50 Employees
- Early StageStartup in initial stages
Wylth® careers
Wylth® is India’s 1st holistic multi-asset wealth-tech platform for Independent Financial Advisors (IFAs). Their vision is to democratise the Indian Wealth Management Industry for a broader participation of Financial Advisors and Entrepreneurs who are keen to build their own Wealth Management business.
The white-labelled Wylth® platform provides seamless interface to financial advisors and their customers to transact, manage, and report multiple asset classes. The platform provides all functionality and features required to run a holistic financial advisory business. IFAs can expand their business by cross-selling additional financial products available on Wylth® platform including investment offerings from 40+ AMCs; 15+ Insurance products; and Credit from 20+ providers. The proprietary CRM tool offered by Wylth® has integrated marketing & lead management tools.
The white-labelled Wylth® platform provides seamless interface to financial advisors and their customers to transact, manage, and report multiple asset classes. The platform provides all functionality and features required to run a holistic financial advisory business. IFAs can expand their business by cross-selling additional financial products available on Wylth® platform including investment offerings from 40+ AMCs; 15+ Insurance products; and Credit from 20+ providers. The proprietary CRM tool offered by Wylth® has integrated marketing & lead management tools.
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