Pivots of Transformation: Wealth-Tech Platform Scale-Up

Pivots of Transformation: Scale up of Wealth-Tech Platform A Wealth Client* Assets * 2.86 tn Crossed 3 tn as of Q2FY23 Clients* 68,000+ Revenue * 9,242 mn 27% of total revenue Team Strength 500+ Cost/Income 45% Crossed 71,000 as of Q2FY23 Partnering clients through their financial journey by offering holistic solutions Investments Insurance Borrowing Wealth Creation Wealth Preservation Wealth Transfer Micro Segmentation to identify Customer Architypes/Personas Need Identification and Data Analytics for customized engagement Bespoke and Holistic solution based on Personalization Omni-channel Engagement through RM, digi-assist, Platform Ecosystem Approach * With AUM of INR 10 mn+ with ISEC Data as of FY22 4

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