Capital First Investor Presentation September 2018
Wealth Management AUM up 58% YoY to US$ 1,302 Mn
1 Assisted Transactions: Digitally assisted transaction execution for Mutual Funds
2 Investment Dashboard: Assets managed by RM, including Product & Asset-Class split
Section 4: Products and Services
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Held-away Portfolio - to track client's non-IDFC First portfolio along with in-house portfolio
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Actionable insights: FD/SIP maturity, customer cash-flows, birthday reminders, asset allocation, sectoral exposure
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Portfolio Analytics: Customer portfolio drill down with Asset-class wise holdings & Capital Gain Reports
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Investment Ideas: Risk adjusted curated portfolios, product discovery via collections & filters
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Goal Based Investing: Goal creation, implementation and progress tracking
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Detailed Product Information: scheme performance, risk profile suitability & minimum investment details
THE
DIGITAL
BANKER
Digital CX WINNER
Private Banking WINNER
INNOVATION AWARDS 2099
Awords N
IDFC FIRST
BANK
IDFC FIRST
BANK
OUTSTANDING DIGITAL CX-INTERNET
BANKING (WEALTH MANAGEMENT)
BEST PRIVATE BANK FOR WEALTH
CREATION & PRESERVATION
Investment Workbench can now be accessed by RMs over the
internet from their bank supported devices
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20
IDFC FIRST
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