Equirus Wealth vs WF Backoffice

Equirus Wealth App – Your All-in-One Wealth App. The Equirus Wealth App is designed to give you complete control over your investments, making wealth management seamless, insightful, and efficient. With advanced tools, real-time insights, and a user-friendly interface, managing your portfolio has never been easier. Key Features: Portfolio at a Glance • Comprehensive Dashboard – Get a consolidated view of your investments across mutual funds, PMS, AIFs, and direct equities. • Asset Allocation Insights – Understand your portfolio distribution across asset classes to optimize risk and returns. • Offshore Investment Portfolio- Easily track the current USD value of your offshore investments. • Performance Tracking – Monitor your investment performance with detailed historical trends and growth charts. Smart Market Insights • Real Time Market Updates – Stay informed with stock market movements and sector trends, ensuring you make timely decisions. • Curated Research Reports – Gain access to in-depth research and expert market insights from Equirus Wealth. • Personalized Alerts – Receive real-time notifications on key market changes, portfolio updates, and investment opportunities. Exclusive Investment Opportunities • Top-Tier PMS & AIFs – Invest in high-performing Portfolio Management Services and Alternative Investment Funds. • Pre-IPO & Private Equity – Explore exclusive investment opportunities beyond public markets. • Curated Mutual Fund Strategies – Choose from expertly selected mutual funds tailored to your financial goals. Intelligent Tools & Analytics • Portfolio X-Ray – Analyze your holdings with deep insights into sectoral exposure, diversification, and risk assessment. • Goal-Based Investing – Align your investments with specific financial goals like retirement, wealth creation, or tax savings. • Sector & Theme-Based Investment Ideas – Discover emerging trends and sector-specific strategies for higher returns. Seamless Transactions • One-Tap Investments & Redemptions – Buy, sell, or switch investments effortlessly. • Auto-Invest (SIP & STP) – Set up systematic investment and transfer plans for disciplined wealth creation. • Instant Order Execution – Execute trades smoothly with a secure and fast transaction process. Secure & Personalized Experience • Biometric Login & Multi-Factor Authentication – Keep your investments safe with advanced security features. • Customized Watchlists – Track your favorite stocks, funds, and themes with personalized watchlists. • Family Portfolio View – Manage multiple family portfolios in one place for a consolidated investment approach. Expert Support & Assistance • Dedicated Relationship Manager – Get expert guidance and personalized wealth management advice. • In-App Chat & Call Support – Connect instantly with our team for queries and investment assistance. • Knowledge Hub – Learn and stay updated with blogs, videos, and educational content on wealth management. Experience smart wealth management with the Equirus Wealth App – Invest with confidence, anytime, anywhere!

WF Backoffice is Wealth First's official back office mobile application. The application enables clients registered with Wealth First to connect with Backoffice to track the leisure account in Indian Equity, Derivatives, Commodities and Currency markets. - Member name: WEALTH FIRST PORTFOLIO MANAGERS LIMITED - SEBI Registration Code: INZ000018333 - Member Code: 6253/13463 - Registered Exchange/s name: BSE/NSE - Exchange approved segment/s: BSE(Equity, Derivative, Debt, Mutual fund, Currency Derivative), NSE(Equity, Currency Futures, Debt market, Future and options, Mutual fund) Key Highlights:- - Single Login - Tender Offer Request - Digital Contract Note - Notional Cash Segment - Notional Derivative Segment - Financial Statement - Client Snap Shot - Ultimate Delivery - Global Cash Net O/S - Global Derivative Net O/S - Form 10DB - Span Margin Breakup Report - Short Term and Long Term Report - Digital Contract Note - Tender Offer Request - Payment Request