Equirus Wealth vs Geojit Smartfolios

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!

Are the stock market jargons scaring you? Are you too busy to study the market opportunities? Are you a long term investor? If you have answered yes to these questions, then you are at the right place. Smartfolios is a professionally managed, equity investment platform from Geojit Financial. This platform enables you to invest in the equity market utilising expert advice and well researched recommendations. Smartfolios offers diversified and well-researched baskets of stocks, suited to meet your category as an investor, risk appetite and investible amount. These readymade baskets are curated, regularly monitored and managed by experts, based on their objective, criteria and outlook for the basket. Please note that you need to have an account with Geojit to invest through Smartfolios. Features • Readymade baskets of stocks. Over 10 baskets and counting • Choose your baskets based on risk appetite • Investment mode (Lumpsum / SIP), amount or investment strategy • System generated recommendations available • Only transactional charges • Entry/Exit at any time. No lock-in period • Follow-up alerts until recommendation is accepted • Alerts and recommendation acceptance via Whatsapp, E-mail or by logging into the web/mobile app • Hassle free execution of the accepted recommendations • Create your own Stock basket and start investing systematically in it (DIY) How it works? Login to Smartfolios with Geojit trading account details • Choose a basket of stocks depending on your risk appetite/investment mode/investment amount • Confirm the recommendations to place the order • Confirmation can be done via Whatsapp, E-mail or by logging into the web/mobile app