Wylth

Finance

Only for iPhone

Free · Designed for iPhone

iPhone

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

  • This app has not received enough ratings or reviews to display an overview.

- SIP Matured and SIP Ceased status filter added in Systematic Registration Report. - Showing NAV start date in Historical Calculator. - Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family. - Bug fixes.

The developer, wylth, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Provider
      • A3 TECH (INDIA) PRIVATE LIMITED
    • Size
      • 71.9 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 15.0 or later.
      • iPhone
        Requires iOS 15.0 or later.
      • iPod touch
        Requires iOS 15.0 or later.
      • Mac
        Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      18+
    • Copyright
      • © A3 Tech (India) Private Limited