Wylth Pro vs MND SIP

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 exclusively available to investors who have subscribed to services from MND SIP, an AMFI-registered Mutual Fund Distributor. The platform provides a wide range of Mutual Fund schemes, enabling investors to make informed decisions based on personalized recommendations. 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