REALABLE FINANCIAL vs IndiaWealth

Investment Portfolio App for customers of REALABLE FINANCIA REALABLE FINANCIA is a state-of-the-art investment & insurance portfolio management App for customers with REALABLE FINANCIA App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the REALABLE FINANCIA App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault ñ access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

INDIAWEALTH Build Wealth. Plan Life. Secure Your Future. IndiaWealth is a comprehensive investment platform designed to help you invest smarter, plan better, and achieve your financial goals with confidence. Whether you're just starting or managing significant wealth, IndiaWealth caters to all types of investors through a seamless, investor-first experience. With a simple onboarding process, get started quickly and begin your wealth journey with ease. What You Can Do with IndiaWealth All Your Investments in One Place Access a wide range of investment options and manage your portfolio effortlessly: • Mutual Funds (Equity, Debt, Hybrid, Thematic) • Direct Equities & Derivatives • Unlisted Shares & Pre-IPO Opportunities • Alternative Investments (AIF, PMS) • Bonds, Structured Debt & Fixed Income • Real Estate Opportunities Explore diverse investment options, including thematic opportunities aligned with emerging trends. IndiaWealth enables multi-asset portfolio tracking, offering a unified view to monitor and optimize investments. Manage Your Entire Family’s Wealth Track and manage your family’s portfolio in one place: • Consolidated dashboard • Complete financial visibility • Simplified long-term planning Ideal for building and transferring wealth across generations. Goal-Based Investing Align investments with your life goals: • Retirement Planning • Child Education • Home Purchase • Wealth Creation Build portfolios focused on real-life milestones—not just returns. Advanced Portfolio Tracking • Real-time tracking • Performance analytics • Asset allocation insights • Gain/loss tracking All within a clean, intuitive, investor-centric interface. Legacy & Estate Planning • Estate & inheritance planning • Wealth transfer strategies • Trust structuring Ensure your wealth is protected and passed on seamlessly. Special Financial Planning Solutions Support for families with special needs dependents: • Long-term financial security planning • Medical & living expense planning Focused on financial dignity and long-term care. Secure & Transparent • End-to-end secure transactions • Transparent tracking • Professional governance & compliance Why Choose IndiaWealth? • Easy onboarding • Wide mutual fund options • Multi-asset tracking • Family portfolio management • Access to thematic investments • Investor-friendly interface • Goal-driven planning IndiaWealth helps you grow wealth with purpose—not guesswork. Who Is It For? • First-time investors • Working professionals • HNIs & business owners • Families planning long-term wealth Suitable for both beginners and experienced investors. First Capital Holdings Private Limited (AMFI-registered Mutual Fund Distributor) ARN: 348365 Validity: 15-Dec-2025 to 14-Dec-2028 Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Registered Office: Ackruti Star, Level One, 117, Central Road, MIDC, Andheri East, Mumbai – 400093, Maharashtra, India For more information: www.indiawealth.online