Pivots of Transformation: Wealth-Tech Platform Scale-Up

Scale up Wealth-Tech and become NEO Financial Services Marketplace Two distinct customer segments are emerging, with different characteristics and needs Wealth & Affluent Young Indians · . Micro-Segment to provide Hyper-Personalized solutions Portfolio Approach Holistic solutions across lifecycle financial needs Lifestyle and Loyalty programs RM driven/ assisted omni-channel approach Experiential Personal Finance Management digital proposition Interactive Learning and "Simulator" Marketplace approach to provide entire bouquet of Investments, Loans & Insurance Investor Networking capabilities • Do It Yourself/ Call center

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