Gridkey vs Edelweiss Alternatives Edge

Wealth Management with Superpowers Whether you're a financial advisor looking to scale your business or an investor seeking a holistic view of your wealth, our suite of products has you covered. One place for all your investments. Our intuitive platform simplifies managing diverse assets in equity, mutual funds, ETFs, bonds, fixed deposits, insurances, loans etc. Seamlessly import data & eliminate data chaos 1. Quick data imports through broker trade files, ledger statements and contract notes 2. Import data through broker integrations and eliminate data errors Automate imports by auto forward of contract notes Stay informed through data driven insights 1. Gain valuable insights and analysis of your investments and make better informed decisions. 2. Advisor dashboards to get a comprehensive view of your business 3. Holdings Summary to get holistic perspective of client investments Navigate compliance requirements proactively 1. Solve regulatory burdens like KYC, Risk Profile, Agreement Signing, pre trade approvals, and annual advice register. 2. Comply with industry standard data security measures. 3. Assess client financial & goal planning before giving advisory to help them financial independence Optimize portfolio performance through model portfolios 1. Create baskets and model portfolios with desired strategies and risk management. 2. Generate trades through order simulator to meet unique client goals and needs. 3. Compliantly execute trades via broker gateways Elevate Client Experience with transparent engagement 1. Induce client onboarding flows for simplifying client success journey. 2. Give Family level access to client logins on web and mobile app. 3. Focus on client education, collaboration with latest engagement tools to achieve client satisfaction. 4. Rebalance portfolios, analyze deviations and other metrics.4. Rebalance portfolios, analyze deviations and other metrics. Effortlessly calculate fee, raise invoice and collect fee 1. Introduce multiple custom fee plans and calculate fee precisely 2. Automate invoice generation and collect fees through e-nach mandates. 3. Effortless fee sharing & reconciliation among stakeholders. 4. Offer subscriptions of your basket models to increase revenue.

Edelweiss Alternatives Edge is the official mobile portal for investors in Edelweiss Alternatives, a leading alternative asset management firm specialising in Real Assets and Private Credit. Designed exclusively for Edelweiss Alternatives investors, this app provides a secure, seamless, and convenient way to stay connected with your investments — anytime, anywhere. KEY FEATURES • Secure Login Access your investment account with secure, credential-based authentication designed to always protect your financial data. • Portfolio Overview Get a consolidated view of your existing investments across the funds/Schemes managed by EAAA India Alternatives Limited (Formerly known as Edelweiss Alternatives Assets Advisor Limited). Track your investment details including scheme name, class, committed and invested capital, and current status. • Document Centre View/Download your documents including capital account statements, drawdown notices, distribution notices, periodic newsletters and other investor communications — directly from your mobile device. • Real-Time Access Stay updated with the latest information on your investments without the need to contact your relationship manager or wait for physical statements. IMPORTANT INFORMATION This application is intended solely for existing investors in funds managed or advised by EAAA India Alternatives Limited. Access is restricted to registered investors and is subject to verification. The information displayed within this application is for reference purposes only and does not constitute investment advice or solicitation. EAAA India Alternatives Limited shall not be liable for any decisions made based on information accessed through this app. Investment in Alternative Investment Funds managed by EAAA India Alternatives Limited is suitable only for sophisticated investors and/or private investors and requires the financial ability and willingness to remain invested for the total tenure of the Fund, to accept the high risks and lack of liquidity inherent in an investment in a Fund of this nature. EAAA India Alternatives Limited Edelweiss House, Off C.S.T. Road, Kalina, Mumbai – 400098