Wealthsaathi360 vs XYLAR Private

Wealth Saathi 360 is a platform designed to help users organise, track, and manage their financial information in one place. It provides tools for viewing investments, planning financial goals, and monitoring portfolio performance. Key Features 1. Unified Wealth Overview View your financial information across supported categories such as mutual funds, insurance, loans, and savings accounts. Track changes in your portfolio and overall net-worth position. 2. Portfolio Tracking Monitor mutual funds, stocks, fixed deposits, and other supported assets. Access insights on allocation, risk distribution, and portfolio composition to support informed decision-making. 3. Goal-Based Financial Planning Create financial goals—such as retirement, education, or major purchases—and track progress using available planning tools aligned with your selected risk profile. 4. Investment Research & Tools Access analytical tools, product information, and risk-assessment features that assist in reviewing investment options within supported categories. 5. Secure Document Storage Store important financial documents such as insurance records, investment proofs, and tax files in an encrypted digital vault accessible within the app. 6. Market Updates & Notifications Receive market updates, news, and alerts that help you stay aware of changes relevant to your investments. 7. Tax Reports & Compliance Support Generate reports such as capital gains summaries and investment statements to assist with recordkeeping and tax filing. 8. Multi-Device Access & Security Use the app across supported devices with secure login options, encryption, and authentication features designed to protect your data. Purpose of the App Wealth Saathi 360 is designed to offer users an organised way to view financial information, plan goals, track investments, and access reports through a single digital interface. Additional Information The availability of certain features depends on regulatory requirements, user eligibility, and the products linked to your account. Investment values may fluctuate, and users should review relevant documents before making investment decisions.

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.