Simplifin.ai vs IndiaWealth

Simplifin.ai is an AI-powered investment app that makes mutual fund investing simple, smart, and personalized for everyone. Whether you are starting your first SIP or looking to optimize your portfolio, Simplifin.ai helps you make better financial decisions. Key Benefits: Invest in Mutual Funds Digitally – Quick onboarding, seamless KYC, and instant transactions. Start Small with Micro SIPs – Begin investing with as little as ₹100 and build wealth step by step. AI-Powered Portfolio Analyzer – Understand which funds to buy, hold, or exit. Smart Fund Screener – Find the right mutual funds tailored to your goals and risk profile. Goal-Based Planning – Plan for retirement, education, or wealth creation with personalized recommendations. Track & Manage Easily – Monitor all your investments in one place with real-time insights. Safe & Secure – Built on trusted platforms with bank-grade security. With Simplifin.ai, you don’t need to be a finance expert – the app does the hard work for you. From micro SIPs to long-term wealth creation, it guides you with intelligent suggestions so you can invest confidently and achieve your financial goals Simplifin.ai is an AI-powered investment app that makes mutual fund investing simple, smart, and personalized for everyone. Whether you are starting your first SIP or looking to optimize your portfolio, Simplifin.ai helps you make better financial decisions.

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