JMFL Private Wealth vs Aarth Fin

JMFL Private Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management. JMFL Private Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere. Key Features: - Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group. - Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Individual/owner (all channel/by channel) or Accounts lying under that group. - Return Summary: Entire Portfolio level, IRR or TWRR return can be monitored for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group. - Transactions: Monitor transaction history for any selected period for Individual (all channel/by channel) or Accounts under that group. - Allocation History: Asset class wise allocation history can be viewed for selected period or since inception of Individual (all channel/by channel) or Accounts under that group. - Look Through (for Equity or Debt exposure analysis): User can explore Equity or Debt exposure analysis by selecting Equity or Debt asset class under Client’s portfolio. - Reports: User can gain insights on investment journey with detailed reports generate for prospect clients at prospect family or owner/individual level with covering page, market commentary and Wealth overview of asset allocation by holder & asset class.

Aarth Fin is exclusively for investors registered with Aarth Fin. Access is restricted to Aarth Fin clients; users associated with another distributor cannot sign in or use this app. The app helps Aarth Fin clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why Aarth Fin? Aarth Fin helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. Aarth Fin helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for Aarth Fin clients. Only mobile numbers registered with Aarth Fin can sign in via OTP. Users of other distributors cannot access the app. Service operated by Aarth Fin under AMFI Registered Mutual Fund Distributor | ARN-107273.