Wylth vs Easy Partner.

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

Easy Partner is an AI-powered, white-labeled SaaS platform designed to manage multiple asset classes, catering to India’s leading financial advisors. Facilitate mutual fund transactions effortlessly! Advisors can initiate purchase, redemption, and SIP orders for their investors, with payments conveniently completed through a shared link.