CapitPlan vs IDFC BXP Business eXperience

CapitPlan is a wealth management platform which allows you to invest, manage and track your wealth with ease. With us, you can invest in more than 2500 mutual fund schemes and connect directly with your financial advisor. It also allows you to raise service request. Convenience with CapitPlan: Easy, online and minimalistic process CapitPlan provides paperless onboarding process with one-time KYC registration done within the app. Transact online with few clicks - Zero platform charges, offering regular plan options only - Auto debit from registered bank account with NACH mandate - Easy Investing: SIP, STP, SWP or lumpsum investment - Withdraw funds with a single click and it will be credited to your bank account in 2-3 working days Explore mutual funds schemes - Smart filter option to get schemes based on personal criteria - Detailed insights on each scheme to help you choose from the best - Compare multiple schemes exclusively on app - Invest in ELSS and avail tax saving benefit Tools & Calculators - Goal-based planning: With multiple financial needs to achieve, you can find a fund for every goal with automatic tracking feature. - Risk profiling: Check your financial risk appetite and get appropriate investment options. - Estimate Return on Investment (RoI): Mutual fund calculators can help estimate RoI over a period of time. Wealth Tracker - Add various other asset classes (Stocks, Insurance, FDs, Bonds, PPF, PMS etc.) to track self and family’s investment portfolio 24x7. Add unlimited family member accounts without creating multiple logins. - Upload your CAS statement to track all your other broker introduced mutual fund investments. - Get summarized and detailed portfolio health reports to improve return and reduce risks. Learn about investing and personal finance - Tips and tricks on handling your personal finance - Investment news updates - Easy to understand articles and infographics Safe & Secure Investing - Provides 100% bank grade security for all your transactions - Screen lock (PIN, Pattern and fingerprint) support for your privacy - Protects privacy of your information We value your Hard-Earned Money, Start your investment journey today with CapitPlan! CapitPlan – Wealth Management platform by MoneyIsle (a brand owned by ISF Finserv LLP, AMFI registered mutual fund distributor) Disclaimer – Mutual Fund investments are subject to market risks. Read all the scheme related documents carefully. The past performance of mutual funds is not an indicator of future returns.

Benefits of IDFC First Bank’s BXP App: * BXP by IDFC First Bank app is a corporate mobile app which enables visibility of all financial needs and information on the go to our corporate customers. * Clear business transaction bottlenecks with immediate action and faster execution * Real-time updates about financial activities with comprehensive dashboards * Resolve queries on your own with balance & transaction confirmation, and account statement in a single touch * Streamline transactions flows with approvals on the go * Track end-to-end transaction status and workflow at your fingertips * Convenience with payments on the go Features: * Dashboard: Comprehensive summary of the accounts mapped to the user * Account View: Balance and statements according to transaction dates * Transaction Processing: End-to-end transaction lifecycle * Approvals Due: The customer can view and approve the transactions pending for authorisation WBG CMS customer across all the sectors who has BXP log-in rights can use the application’s services. Functionalities currently offered via app will be most suited to power users. You can download the app and immediately start using this app. Please connect with your RM for more information on our offerings. You can reach us at 022 4124 1671 / 022 4124 1672 or CIB.Support@idfcfirstbank.com