Wylth 17+

wylth

Designed for iPhone

    • Free

iPhone Screenshots

Description

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

Version 1.5.0

- Showing notional gain, and load free units in redeem and switch orders.
- Showing additional data points in client's MF holdings and systematics registrations views.
- Showing unrealised gain at portfolio level, MF holding and scheme level.
- Infinite scroll pagination implemented in for Events, Support, Notifications, Goals, Account and Sharing, & Loans pages.
- Scroll to top functionality added in MF holdings, systematics registrations and order book views.
- Enhancements to the side menu.

App Privacy

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, for example, based on the features you use or your age. Learn More

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