Pivots of Transformation: Wealth-Tech Platform Scale-Up

Summary ✓ Transformed from an E-Broker to Wealth-tech Platform Key Outcomes of Transformation Emerged as one of the largest independent wealth managers in the country ✓ Diversification in Revenue and Customer Base, Increase in Client acquisition and Traction in Cross-Sell ✓ Launched new Digital Properties and enhanced propositions and experience ✓ Meaningful market share across segments ✓ Under-penetrated Indian Opportunity ahead; two distinct customers segments are emerging Way Forward: Scale up Wealth-Tech and become NEO Financial Services Marketplace ✓ Investing in: ✓ Technology ✓ Innovative Product Proposition ✓ Brand Building and Marketing and ✓ Augmenting Talent

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