Wylth Pro vs Bachat Kendra

Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription. - Service your clients conveniently any place anytime. - Manage your financial advisory business on the go. - Track performance of your relationship managers and their sales target. - Generate investor reports quickly at the tap of a button. - View the status of placed mutual fund orders.

This app is designed specifically for investors associated with Bachat Kendra, an AMFI-registered Mutual Fund Distributor. Explore a Wide Range of Mutual Fund Options Gain access to a broad selection of mutual fund schemes. Make smarter investment decisions with personalized recommendations tailored to your financial goals. Easily Access Your Insurance Policies View and manage your existing insurance coverage at your convenience, including: • Motor Insurance • Health Insurance • Life Insurance • Property Insurance Powerful Portfolio Management Features Monitor your complete investment portfolio performance View consolidated holdings at both individual and family levels Instantly see an overview of your assets Track returns, including dividends and interest Stay informed with real-time alerts on key financial updates Align your investments with financial goals and monitor progress Track the status of your support tickets Receive customized portfolio reports via email, based on your preferences and family setup.