IndiaWealth

INDIAWEALTH

Build Wealth. Plan Life. Secure Your Future.

IndiaWealth is a comprehensive investment platform designed to help you invest smarter, plan better, and achieve your financial goals with confidence. Whether you're just starting or managing significant wealth, IndiaWealth caters to all types of investors through a seamless, investor-first experience.

With a simple onboarding process, get started quickly and begin your wealth journey with ease.

What You Can Do with IndiaWealth

All Your Investments in One Place

Access a wide range of investment options and manage your portfolio effortlessly:

• Mutual Funds (Equity, Debt, Hybrid, Thematic) • Direct Equities & Derivatives • Unlisted Shares & Pre-IPO Opportunities • Alternative Investments (AIF, PMS) • Bonds, Structured Debt & Fixed Income • Real Estate Opportunities

Explore diverse investment options, including thematic opportunities aligned with emerging trends.

IndiaWealth enables multi-asset portfolio tracking, offering a unified view to monitor and optimize investments.

Manage Your Entire Family’s Wealth

Track and manage your family’s portfolio in one place:

• Consolidated dashboard • Complete financial visibility • Simplified long-term planning

Ideal for building and transferring wealth across generations.

Goal-Based Investing

Align investments with your life goals:

• Retirement Planning • Child Education • Home Purchase • Wealth Creation

Build portfolios focused on real-life milestones—not just returns.

Advanced Portfolio Tracking

• Real-time tracking • Performance analytics • Asset allocation insights • Gain/loss tracking

All within a clean, intuitive, investor-centric interface.

Legacy & Estate Planning

• Estate & inheritance planning • Wealth transfer strategies • Trust structuring

Ensure your wealth is protected and passed on seamlessly.

Special Financial Planning Solutions

Support for families with special needs dependents:

• Long-term financial security planning • Medical & living expense planning

Focused on financial dignity and long-term care.

Secure & Transparent

• End-to-end secure transactions • Transparent tracking • Professional governance & compliance

Why Choose IndiaWealth?

• Easy onboarding • Wide mutual fund options • Multi-asset tracking • Family portfolio management • Access to thematic investments • Investor-friendly interface • Goal-driven planning

IndiaWealth helps you grow wealth with purpose—not guesswork.

Who Is It For?

• First-time investors • Working professionals • HNIs & business owners • Families planning long-term wealth

Suitable for both beginners and experienced investors.

First Capital Holdings Private Limited (AMFI-registered Mutual Fund Distributor)

ARN: 348365 Validity: 15-Dec-2025 to 14-Dec-2028

Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Registered Office: Ackruti Star, Level One, 117, Central Road, MIDC, Andheri East, Mumbai – 400093, Maharashtra, India

For more information: www.indiawealth.online