Fintso Partner vs Richmee

Evolve & Grow with our Digital Wealth Platform-as-a-Service Our integrated digital wealth management platform enables modern financial advisors to evolve and adapt to an ever-changing financial landscape while retaining their own identity, brand and ARN. MAKE YOUR PRACTICE DIGITAL NATIVE - Cloud Native – Access 24x7 through web and mobile - Scalable – Expand fluidly based on your demand using Serverless AWS Cloud - Intelligent – Outsource operations to our bots and machine learning algorithms - Secure – Back up your business securely to the cloud Retain your identity and do more through the client app - Your brand identity - Transaction approvals - Push notifications for product information and advisory - Dashboards and portfolio reporting - Family level consolidation TRANSFER ASSETS TO YOUR OWN ARN AMFI has now allowed sub-brokers to transfer assets to their own ARNs. If you are a sub-broker, this may result in increased revenue for you. Our team is equipped to assist you with this migration. WIDEN THE PRODUCT OFFERING FOR YOUR CLIENTS Grow your business even through existing clients - Access world class research and marketing support - Offer multiple products through one platform - Address more client needs, increase share of wallet Increase opportunities and diversify - Start small, invest in tranches into themed baskets - Diversify risk for investors and you - Access companies and brands clients know and use POWER YOUR ADVISORY CAPABILITIES Actionable insights with our proprietary research and advisory - Strategic, tactical and event based advisory - Asset allocation and fund selection - Model portfolios based on client needs - Data analytics to monitor portfolios - Share views, fact sheets and collateral with your branding - Enhance your knowledge with curated study courses PROTECT YOUR CLIENTS’ DATA State-of-the-art data security and privacy protection - Hosted securely on Amazon’s AWS Cloud (with AWS logo) - OTP and biometric protected - Data is encrypted and anonymized + SSL secured - Every transaction validated by the client - Family accounts access control - Strong privacy policy, data never shared externally without consent START SEAMLESSLY Adapt without disruption Step 1 – Sign up using your own ARN and credentials Step 2 – Migrate clients and their transaction history with our team’s assistance Step 3 – Mirror your organisation’s structure and enable clients’ app logins Step 4 – Add new clients, transact, generate portfolio statements, and leave the reconciliations to our bots

Invest in Top Mutual Funds Online • Sign-up in minutes & complete one-time KYC (for Non-KYC Investors) on the app itself • Buy mutual funds in lumpsum or start SIP in few simple steps • Check multiple performance parameters of schems such as NAV, Fund Manager Name, Asset Size, Technical Ratios, etc. to select the most suitable scheme • Search from the world of more than 10000 mutual fund schemes, add as many schemes as you want in your cart or mark them in Wishlist before you decide to proceed • Select from the defined goals or create your own goal and link your investment to goals to achieve your different goals • Track the live performance of your invested scheme or how are you progressing towards achieving your goals by checking on your dashboard page. • Sell on single click of a button to get money back in few days Mutual Fund SIPs & ELSS Tax saving Mutual Fund Starting Rs. 500/ month • SIPs investment amount Rs. 100/- • ELSS Tax Saving mutual fund SIP amount of Rs. 500/ month • Save tax with the best Tax Saving mutual fund schemes • Save tax up to Rs. 46,800 per year with ELSS mutual funds SIP investment Explore Mutual Fund Investment Solutions • Invest across categories of Equity and Debt schemes • Equity Mutual Funds • Large Cap Mutual Funds • Mid Cap Mutual Funds • Small Cap Mutual Funds • Debt Mutual Funds • Balanced Mutual Funds • Long Term Mutual Funds • ELSS Tax Savings Mutual Funds Mutual Fund Investing to reach your Goals • Save tax by investing in top performing ELSS mutual funds • Plan and invest for your long term goals like retirement planning or children’s education or buying your dream home • Get better FD returns at low risk. Invest in short liquid schemes or Ultra short liquid schemes. All Mutual Fund Companies All 43 mutual fund companies (AMCs) are supported on Richmee mutual fund app. • SBI Mutual Fund • Reliance Mutual Fund • ICICI Prudential Mutual • HDFC Mutual Fund • Axis Mutual Fund • & more Track Your investment • Dashboard to track all your investment • Track your annualized returns and total returns • Calculate returns through mutual fund calculator • Check details of holdings and mutual fund NAV