Tailwind vs InvWise by Sundaram Mutual

Tailwind is personalised wealth management app. Our app aims to empower you towards taking greater control of your investments by giving you the right set of tools to plan, transact and review your family investments based on goal and objectives with our recommendations tailored to your risk profile. Using our app will enable you to: • View and manage all investments of your entire family in one place • Get Detailed Easy to Read Reports Shared at Your Convenience (feature currently under development) • Access to custom built portfolio management engine to dynamically adjust as per your risk profile and options to choose from a variety of approaches to help achieve your objectives • Explore from Our Curated Portfolios - based on a specific need / idea / theme for you to choose from. • 24/7 Investing • Quick & Easy payment for mutual funds with Direct Pay and NEFT along with Automated Payments for SIPs through Bank Mandates • Opt for digital & hassle-free experience with paperless investment in top mutual funds & SIPs with India’s leading mutual fund houses • High priority on transaction security with all transactions and fund transfers directly from your bank account to AMC through the Bombay Stock Exchange (BSE-StarMF). • Easy tracking of all mutual fund scheme information through live updates on - - Daily NAV - Compare with Category Average - Top Holdings - Sectoral Allocation - Detailed Debt Quants - Fund Manager Experience a new world of investing and wealth creation.

InvWise – A Sundaram Mutual digi-retail initiative enabling partners to provide an end-to-end digital transaction experience to their investors. - Single view of your business with Sundaram Mutual - Transact seamlessly on the go - Covers the most popular features such as lumpsum investments, SIPs, SWPs, STPs and Redemptions. - Track, analyse and manage client investments with ease - Onboard new-to-industry investors with eKYC - View your brokerage reports and more! Add value to your business, and develop a more enriching relationship with your clients today!