Wylth

Wylth Wylth® is India's first Independent Multi-Asset Platform for Independent Financial Advisors.

We just shipped Wylth 2.0. Here's the honest version of how it went.Some things were quietly breaking for every IFA and ...
01/06/2026

We just shipped Wylth 2.0. Here's the honest version of how it went.
Some things were quietly breaking for every IFA and MFD we spoke to.

📂 Their AUM was in a mess.
National distributor holdings lived outside the platform - untracked, unmapped, unreported. The number they saw every morning wasn't their real book. The new Data Uploader fixes this. One upload, and external holdings consolidate into Wylth - mapped to clients, visible in AUM, sourced in every report.

👻 Clients were leaving without warning.
No signal. No alert. Just a redemption request from someone who'd already decided to go. Client Pulse now predicts churn before it happens - segmenting your book by risk so the question shifts from "why did they leave?" to "who needs a call this week?"

🖥️ Their dashboard was working against them.
Pending orders buried. KYC tasks on sticky notes. A CRM that took six clicks to find one client. The new workspace fixes all of it - Pending Actions Overview, customisable layouts that actually save, Excel-style CRM filters, and a city-level client demographics view. Less time finding. More time advising.

🧮 Clients weren't acting because the numbers weren't clear.
"Should I do a SIP or lump sum?" "How much do I need to retire?" Vague answers don't build trust. 8 new calculators - SIP, Lump Sum, SWP, Retirement, Education, Tax Saving, Inflation Impact, Goal Planning - give advisors the tools to answer those questions right inside the conversation, before a client asks someone else.

One platform. Every holding. Complete advice.
That's Wylth 2.0.

Introducing Wylth 2.0 - Smarter. More Personal. Built for What’s Next. We’re excited to officially launch Wylth 2.0 - a ...
15/05/2026

Introducing Wylth 2.0 - Smarter. More Personal. Built for What’s Next.

We’re excited to officially launch Wylth 2.0 - a major leap forward in building a more intelligent, intuitive, and personalised experience for advisors and wealth professionals.

Over the past few months, our team worked closely with users to rethink how advisors interact with data, clients, and everyday workflows. The result is a platform experience that’s faster, cleaner, and more actionable - helping advisors focus on what truly matters: stronger client relationships and smarter decision-making.

What’s New in Wylth 2.0 ✨
• Personalised Dashboards with custom widgets and workflow-focused layouts
• Smarter Client Overview with deeper insights and advanced filtering
• Predictive Churn Intelligence powered by the new Wylth Risk Engine

This launch is only the beginning, and we’re incredibly excited for our users to experience what’s next with Wylth 2.0.

There are phases in the market when everything seems to go right — prices rise, clients are happy, inflows are strong, a...
23/03/2026

There are phases in the market when everything seems to go right — prices rise, clients are happy, inflows are strong, and confidence is high.

And then there are phases like the one we are seeing now — markets falling daily, negative headlines everywhere, global tensions rising, and investors calling with anxiety.

Our Founder & CEO, Amit Shah discusses how for Mutual Fund Distributors (MFDs), these are the moments that truly define professionalism.

Read it here: https://www.wylth.com/blog/when-markets-fall-every-day

Eid is a time of joy, gratitude, and togetherness.It marks the end of a sacred period of patience, discipline, and refle...
20/03/2026

Eid is a time of joy, gratitude, and togetherness.
It marks the end of a sacred period of patience, discipline, and reflection.
But this year, Eid comes at a time when the world — especially the Middle East — is going through deep tension, uncertainty, and pain.
Instead of only celebration, this feels like a moment to pause… reflect… and pray for peace.
Here are a few thoughts from our Founder & CEO, Amit Shah on this Eid.

Read it here: https://www.wylth.com/blog/eid-mubarak

11 players.  1.4 billion fans.  One World Cup. 🇮🇳🏆India are T20 World Champions.Great teams win because they trust the p...
09/03/2026

11 players.
1.4 billion fans.
One World Cup. 🇮🇳🏆

India are T20 World Champions.

Great teams win because they trust the process — through pressure, setbacks, and moments where the easy option is to panic.

The best investors know the same thing.

Championships aren't won in one over.
Wealth isn't built in one market cycle.

Both reward discipline, patience, and a long-term plan.

Congratulations, Team India. 🇮🇳

Every year, 26th January reminds us that the Indian Republic was built on enduring principles—trust, responsibility, inc...
26/01/2026

Every year, 26th January reminds us that the Indian Republic was built on enduring principles—trust, responsibility, inclusivity, and long-term nation building. These are not just constitutional ideals; they are values that show up every day in how individuals, institutions, and professionals contribute to India’s progress.

As we begin a new year, our Founder & CEO, Amit Shah believes that this day holds special meaning for the Mutual Fund Distributor (MFD) community.

Read it here in our latest blog: https://www.wylth.com/blog/republic-day-reflections

🌾✨ Wylth® wishes you a Happy Lohri, Uttarayan, Makar Sankranti & Pongal! 🌾✨
14/01/2026

🌾✨ Wylth® wishes you a Happy Lohri, Uttarayan, Makar Sankranti & Pongal! 🌾✨

From our Founder & CEO, Amit Shah — a personal reflection on the year past and the year ahead.Closing 2025 with Gratitud...
01/01/2026

From our Founder & CEO, Amit Shah — a personal reflection on the year past and the year ahead.

Closing 2025 with Gratitude - Building an AI-First Future for MFDs

As 2025 comes to a close, I want to pause and thank the Mutual Fund Distributor community and the Wylth® teamfor their trust and belief.

This year marked an important milestone for us:
· 1,000+ MFDs on the platform
· ~INR 40,000 Cr of assets serviced
· 5,50,000+ unique investors engaged

More importantly, 2025 was a year of focus and ex*****on. We concentrated on building a stable, intuitive, and distributor-friendly Mutual Fund platform, getting the fundamentals right before scaling further.

As we step into 2026, our direction is clear:
To layer intelligence on top of strong infrastructure.
We will be launching Wylth® AI - an AI-driven layer designed to help MFDs gain sharper insights into their business and clients, enabling better decisions at scale. Alongside this, Wylth® 2.0 will introduce a modular, customisable dashboard, allowing MFDs to configure workflows that suit their unique operating styles.

We will also expand into Bank FDs and select financial products, helping MFDs deepen client relationships and operate more holistically.

None of this would be possible without our internal teams. Thank you for building with patience, discipline, long-term intent and love.

We believe the next phase of wealth-tech will be defined by AI-first, distributor-centric platforms that combine trust, scale, and intelligence.

Wylth® is building quietly and purposefully for that future.
Onwards to 2026.

Amit Shah
Founder & CEO, Wylth®

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60 Albert Street, #14-01 OG Albert Complex
Singapore
189969

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