Equirus Wealth vs GEOJIT PRIVATE WEALTH

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!

Geojit Private Wealth by Geojit Financial Services, a leading investment services company, offers bespoke investment ideas across asset classes. We understand and cater to the complex financial needs of affluent individuals, family-offices, and entrepreneurs by offering unique products and services. Our tailored financial solutions go beyond wealth creation – it is a lasting partnership for wealth preservation and growth. Geojit Private Wealth is a secure, user-friendly mobile, state-of-the-art wealth app. Geojit Private Wealth app is designed to build a comprehensive wealth strategy best suited for your financial goals, by integrating cutting-edge technology into our personalised services. It facilitates seamless onboarding, assisted transactions, real-time information access via dashboards, and dedicated service support. The app will help clients choose products, analyze, track, and manage their portfolio in one place. Key Features: • Personalized services: Receive personalised investment services that reflect your risk tolerance and investment horizon to grow and protect your wealth. • Experienced staff: Leverage the insights of our experienced relationship managers to offer our clients a range of strategic and innovative investment management solutions • Real-Time Portfolio Tracking: Monitor your investments in real-time and stay updated with the latest market trends, ensuring that your portfolio remains optimized. • Advanced Analytics & Reports: Access in-depth financial reports and analytics that provide a clear overview of your investment performance. • Secure & Confidential: Your privacy is our priority. Geojit Private Wealth app employs state-of-the-art security measures to protect your financial information.