Equirus Wealth vs MyGeojit

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!

MyGeojit is your one-stop platform for effortless investment management and account services. Designed to provide a seamless user experience, the app offers: • 360° Dashboard: Get a comprehensive view of all your investments at a glance. • Family Portfolio: Consolidate and manage the holdings of your entire family in one place. • Advanced Trade Journal: Use the tagging feature to categorize trades by strategy, asset class, or sentiment, and analyze performance through advanced filters. • Access Multiple Products: View profiles and reports for a range of products, including PMS, Mutual Funds, Commodity Derivatives, Margin Trading, and more. • Account Services Made Easy: Submit service and change requests directly from the app. • Online IPO, OFS, and Buyback Applications: Apply for opportunities online and track past applications. • Access Essential Statements: View Profit & Loss statements, Holding Statements, Transaction details, and more for Trading and Depository accounts. • Extensive Support Resources: Access a comprehensive library of FAQs, tutorials, and troubleshooting guides. • Ticket Management & Tracking: Easily raise service tickets and track them for quick resolution.