GEPL Partner vs XYLAR Private

GEPL Partner – Your Complete Client Portfolio Companion GEPL Partner is a powerful mobile app designed exclusively for GEPL’s channel partners — including Sub-brokers, Authorised Persons, GEPL Staff, and Branches — to help manage client relationships and investments more effectively, all in one place. Whether you're meeting clients, tracking portfolios, or planning follow-ups, GEPL Partner puts everything you need at your fingertips. Key Features: Complete Investment Overview Get a consolidated view of your client’s investments across: Mutual Funds Fixed Deposits Insurance Bonds Equity Shares And 20+ other financial products Access both individual-level and family-level holdings, making it easy to assess and analyze portfolios at a glance. Real-Time Portfolio Insights Stay updated with: Live portfolio values Performance tracking Asset allocation summaries Multi-portfolio comparisons Empower your conversations with clients using up-to-date, actionable insights. Smart Reporting & Analytics Generate and share detailed reports that include: Investment summaries Capital gains reports Transaction history Multi-asset performance breakdown Deliver a personalized experience for each client and their families. Calendar & Reminders Build stronger relationships with timely engagement: Schedule meetings, follow-ups, and client reviews Set reminders for birthdays, anniversaries, and key milestones Never miss an opportunity to connect or nurture relationships Family View Dashboard Access a 360° view of all investments held by a family unit: Simplifies wealth conversations Helps with estate and legacy planning Identifies new cross-sell and up-sell opportunities Secure & Seamless Access Biometric login and MPIN support Encrypted data for safe and reliable usage Designed for smooth performance even on lower-end devices Built for GEPL’s Partner Network Whether you're on the move or at your desk, GEPL Partner ensures that you’re always connected with your clients and their financial world. This app simplifies the complexities of financial data, making it easier for you to serve, guide, and grow. Why Choose GEPL Partner? One app for all asset classes Clean and easy-to-use interface Saves time, increases efficiency Enhances client servicing and engagement Strengthens your role as a trusted financial advisor GEPL Partner is not just a portfolio tracker — it's your digital assistant for smarter client management. Download now and experience the next level of partner empowerment! For support, contact us at: 022 31019911 | support@geplcapital.com

XYLAR Private is a wealth management application designed for managing multi-asset portfolios and long-term capital. As portfolios grow, managing wealth becomes less about selecting products and more about making the right decisions across market conditions, asset classes, and time. XYLAR is built for that. What Makes XYLAR Different • Built on a foundation of data, structured models, and continuous analysis • Designed to surface patterns, inefficiencies, and hidden risks • Moves beyond tracking to a more systematic way of managing wealth What You Can Do with XYLAR Private • Track Your Portfolio - Monitor your portfolio across asset classes with a clear view of performance, allocation, and risk. • Understand Your Allocation - See how your capital is distributed and how different investments interact within your portfolio. • Stay Updated - Receive timely updates and insights as your portfolio evolves. • Make Better Decisions - Move beyond fragmented advice with a more structured approach to managing wealth. Security & reliability • ⁠Advanced encryption and secure access protocols • Designed to safeguard sensitive financial data Legal & Regulatory Information • ⁠ ⁠Entity Name: XYLAR FINVEST PRIVATE LIMITED • CIN: U66190MH2026PTC464861 • ⁠Registered Address: 2301 VIDISHA DOSTI VIHAR COMPLEX, POKHARAN ROAD NO 1, VARTAK NAGAR, THANE - 400606 • ⁠Distributor Code: ARN-354791 Disclaimer: Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Registration does not guarantee performance or returns.