KboltGo vs TRK WEALTH

To enhance the digital journey experience for our AMC partners in promoting sales of Mutual Funds thereby partnering in growth, we are happy to announce the launch of our flagship product Kbolt Go Mobile APP. We strongly believe that this initiative of ours, will add great value to AMC sales channel in reaching out to a larger set of audience and transform the investor experience. The all in one app allows AMC sales team to initiate transactions seamlessly on digital mode for investors who can complete the payment digitally (Netbanking or UPI) and for investors preferring conventional method of paper based transaction the Phygital Mode (Scan and upload) is available as an option. We have enabled both Direct and Regular schemes for the investments. Key features of KBolt Go application are as follows: Client search options: PAN Mobile Folio No. Email id Onboarding: eKYC - online IPV (checkbox) with esign *as per new KYC guidelines, esign has been made mandatory, we are integrating the same across all our digital assets. KRA will be charging for this service exclusively. Transactions Digital Mode: New Purchase Additional Purchase Redemption and Switch SIP, STP, SWP SIP, STP, SWP Cancellations SIP Pause Payment Modes: Net-banking UPI Existing KOTM Phygital Mode for all types of CT: Select Scheme, Plan, option Enter mobile, email Click & Upload Submit *Electronic time stamp affixed on the scan image based on upload time. *Instant acknowledgment to the investor Other services and options: Statement of Account Fetch Investor Portfolio details NAV Charts Login options - Quick login (PIN and Pattern)

TRK WEALTH is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator