AAA vs SHIP

AAA - An Advanced Platform for our Authorised Persons (Formerly known as Sub-brokers) and Mutual Fund Distributors As an authorised persons, or distributor, it is often challenging to manage multiple client portfolios, track business performance, and stay on top of various investment products simultaneously. To simplify this and bring everything under one roof, IIFL Capital presents AAA – a one-stop digital platform for managing clients, investments, and business growth efficiently. What is AAA? AAA is a comprehensive online platform designed to empower Authorised Persons and Mutual Fund Distributors to manage their entire business ecosystem in one place. It enables seamless tracking of clients, portfolios, AUM, and earnings while offering powerful insights to support better decision-making and growth. What value does AAA add? With AAA, authorised persons gain a competitive edge through a unified and intelligent business management system: • Streamline client and portfolio management through a single dashboard • Track AUM, SIPs, brokerage, and revenue in real time • Access detailed analytics across Equity, Mutual Funds, Insurance, and other products • Improve client engagement with structured dashboards and insights • Identify cross-sell and upsell opportunities across multiple financial products • Monitor business performance and compare trends for better growth planning AAA ensures that partners can focus more on business expansion and client relationships rather than operational complexity. Special Features of the Partner & Lead Management System The AAA platform comes equipped with advanced tools designed to simplify client servicing: • Integrated lead management system to track prospects efficiently • Simplified KYC review for clients • Real-time tracking of lead status, conversion rates, and business pipeline • Performance benchmarking across revenue, AUM growth, and product penetration • Centralized access to all client-related data for better follow-ups and engagement A Unified Dashboard for Everything You Need AAA brings complete visibility of your business on a single screen: • Monitor AUM, SIPs, and brokerage earnings in real time • Access product-wise dashboards for Equity, Mutual Funds, Insurance, and Cross-sell • Track client engagement and portfolio performance effortlessly • Understand growth trends through clear and intuitive visual analytics With this unified view, partners gain full control and transparency over their financial business operations. Wide Range of Investment Products AAA enables access to a complete suite of financial products to support client needs and business expansion: • Equity & IPOs: Track, and manage equity opportunities • Mutual Funds: Manage SIPs, investments, and fund performance • Insurance: Life, Health, Term, and General Insurance solutions • Bonds & Fixed Income Products: Stable and diversified investment options This multi-product ecosystem empowers partners to effectively cross-sell and enhance client portfolio value. Smart Reporting & Analytics AAA simplifies reporting and decision-making with real-time intelligence: • Instant access to AUM summaries, brokerage reports, and valuations • Data-driven insights for client reporting • Centralized compliance-ready reporting system for ease of operations Better Client Service, Every Day AAA is designed to enhance client servicing efficiency and professionalism: • Built-in research tools, calculators, and business support • Simple utilities for faster and smoother client interactions • Easy access to relevant insights for informed discussions Every client interaction becomes more structured, timely, and impactful.

Manage and grow your wealth seamlessly across Mutual Funds, PMS, AIFs, Fixed Deposits, Direct Stocks, and Insurance—all from a single, intuitive platform. Key Features: • Unified Dashboard : Monitor all your investments, including external mutual funds, demat accounts & Insurance in one unified dashboard. • Family Account Management: Manage and track investments for multiple family members within a single app interface. • Effortless Transactions: Invest, redeem across various asset classes, including mutual funds, stocks, ETFs, and fixed deposits, all within a single platform. • Smart Analytics: Access in-depth reports and insights to make informed decisions. • Goal-Based Investment Planning: Set, monitor, and adjust financial goals, linking them directly to your investment strategies. • Customizable Investment Strategies: Create and manage tailored investment portfolios based on specific themes or strategies tailored to your risk profile. •Expert Support: Backed by an experienced team offering guidance and insights when you need it. • Notifications for NAVs, Dividends & Maturity: Real-time alerts for NAV movements, dividend payouts, and maturity of deposits or bonds. Whether you’re a seasoned investor or just starting out, our app simplifies wealth management, making it smarter and more efficient. Download the app to take control of your wealth—on your terms. "SHIP: Investsmart is a platform owned and operated by NUARCH FINTECH PVT LTD, an Indian financial services firm."