Investor Presentaiton

1. Digital Wealth - Strategy, Philosophy & Opportunities ANANDRATHI Private Wealth. uncomplicated Leveraging technology to cater to the mass affluent segment through a Phygital Model DW - A Holistic Solution Challenges faced by Customers ✓ Poor Quality of advice and service due to inadequately skilled, low inexperienced & high attrition channel High cost of delivery of advice leads to mis-selling specially products having upfront payouts Anand Rathi Advantage ✓ Leverage PWM Model Use of Expertise in Product Selection Established Brand 18 ㄚˊ 88 Comprehensive packaged solution delivered through a fully variable and scalable business model, leveraging technology Algo driven real-time portfolio restructuring and rebalancing Access to private wealth quality of product research Uncomplicated customer education, strategy & reporting - 360° digital delivery model – client app, educational videos & webinars, customer support- delivered by partners

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