KFinKart vs CoreWealth

Now, become a smart financial advisor with KFinTech’s KFinKart. Access the universe of KFinTech serviced mutual funds on your smart phone. No more running around with documents or getting stuck with lengthy processes while initiating mutual fund transactions for your customers. As a distributor and a financial advisor, KFinKart enables you to instantly fill customer details, bunch all the documents and invest with the ease and speed of a touch. This means, you can now initiate transactions, generate reports and seek statements on behalf of your customer right from where you are. Get more productive and effective in delivering quick and delightful services to your customers. KFinKart’s full service menu, intelligent features and intuitive navigation empowers you to achieve faster and earn more. You can also track each customer’s portfolio and send reminders on new fund offers, SIP, repurchase and redemption. And of course, all your earnings are pooled so you can instantly touch and view. Key Features Initiate Transactions - Use customer PAN to auto fill customer details - instantly bunch all documents and invest on behalf of customer Quick start - One-time Pin/Pattern login - Single customer portfolio view Touch and transact - New Fund Offers - New Purchase - Repurchase - Switch - Redemption Smart and productive - Customer-wise AUM Report - Investor Master Information - Transaction wise investor Master - View last five transactions Instant statements and reports - Consolidated Account Statement - Transaction Report - Net AUM Report - Brokerage Report - NAV Report - SIP/STP Report My Earnings Dashboard - Track brokerage and earnings K-Buddy - Instant support - Seek information - Raise and resolve queries List of Mutual funds - Axis Mutual Fund - Baroda Pioneer Mutual Fund - BOI AXA Mutual Fund - Canara Robeco Mutual Fund - DHFL Pramerica Mutual Fund - Edelweiss Mutual Fund - Essel Mutual Fund - IDBI Mutual Fund - Indiabulls Mutual Fund - Invesco Mutual Fund - JM Financial Mutual Fund - LIC Mutual Fund - Mirae Asset Mutual Fund - Motilal Oswal Mutual Fund - Principal Mutual Fund - Quant Mutual Fund - Quantum Mutual Fund - Reliance Mutual Fund - Sahara Mutual Fund (For redemptions) - Taurus Mutual Fund - UTI Mutual Fund Permissions: In addition to basic permissions, the KFinKart-Distributor app needs access to other functions on your device for it to support the above features - • External Storage: To download the statement to device memory • Call log: To auto-dial the contact centre number. We do not read the existing call log • Phone: This permission is required to uniquely identify the device • SMS: To auto-verify OTPs. We do not read existing messages

CoreWealth is one-stop shopping for all your Financial needs.You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: Mutual Funds Equity Shares Bonds Fixed Deposits PMS Insurance Key Features: Complete Portfolio report download including all assets. View historical Performance of your Portfolio easily Transaction statement of any period 1 Click Statement of Account Download for any Asset Management Company in India Advanced Capital Gain Reports Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency SIP Report to be informed of your Running and Upcoming SIPs, STPs. Insurance list to keep track of premiums to be paid. Folio details registered with each AMC. Calculators and Tools available: Retirement Calculator SIP Calculator SIP Delay Calculator SIP Step up Calculator Marriage Calculator EMI Calculator