Kotak Business Hub vs Elevay Wealth

The Business Hub app is designed to help Mutual Fund distributors optimize their operations and manage their business efficiently. With easy access to essential resources, analytics, and client data, this app boosts productivity and enhances your client servicing capabilities. Key Features to Supercharge Your Business: • Monthly Business Snapshot: Monitor your business performance and track key milestones to drive growth. • Opportunity Reports: Leverage insightful analytical reports to cross-sell and minimize leakages, helping you grow your overall business. • ProStart Videos: Access expert-led videos to enhance your knowledge and refine your skills. • Co-branded Marketing Collaterals: Download a wide variety of co-branded marketing materials in different categories like Products and Concepts to engage your clients effectively. Transaction Features: • Initiate Transactions : Easily process financial and non-financial transactions for both new and existing investors. • Download/Email Account Statements : Quickly share account statements with distributors and investors. • Online Empanelment : Register and get empaneled as a new distributor with ease. For support or any queries, contact us at: Call: 1800-309-1490 Email: mutual@kotak.com Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.

Take control of your wealth monitoring. Track, visualize, and organize your assets seamlessly with the Elevay Wealth app. Elevay Wealth simplifies mutual fund portfolio oversight, putting automated tracking tools right into your hands. Powered by Elevay Fin-Tech Services Private Limited—an AMFI-registered corporate mutual fund distributor—our platform provides an intuitive, clutter-free digital dashboard for savvy investors. Whether you want to monitor your automated Systematic Investment Plans (SIPs) or aggregate legacy investments across multiple fund houses, Elevay Wealth ensures your asset metrics are clear, transparent, and actionable. Key Features Built for Investors: 1. Consolidated SIPs & Folios Dashboard Monitor your active Systematic Investment Plans (SIPs) and view fragmented mutual fund folios across AMCs in a single centralized space. 2. Goal-Based Tracking Tools Map your long-term and short-term life milestones—such as retirement planning or educational funds—and track your mutual fund allocations against them. 3. Risk Profiling Evaluation Complete an interactive risk tolerance assessment to understand your personal investment style and match your milestones to appropriate asset classes. 4. Comprehensive Portfolio Performance Insights Access detailed, automated performance charts on demand. Review annualized returns, absolute gains, and your split across equity, hybrid, or fixed income. 5. Integrated Dividend Tracking Track your incoming cash flows effortlessly. Review history logs of distributions declared across your active portfolio holdings. Explore a secure dashboard ecosystem designed to give you clarity over your mutual fund investments. Download Elevay Wealth today to streamline your portfolio tracking and experience institutional-grade data transparency at your fingertips. Corporate Disclosures & Disclaimers: Elevay Wealth is a commercial brand and proprietary technology platform operated by Elevay Fin-Tech Services Private Limited. • AMFI Corporate Registration Number: ARN-361608. • Primary Category of Registration: Corporate Mutual Fund Distributor. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of any mutual fund scheme does not guarantee or indicate future returns.