Awards & Recognitions

Building a strong Wealth Management Business AUM of Wealth Management Business has grown 48% YoY to reach Rs. 9,268 crore as on March 31, 2023. 20 ט Arjun Vadakkepat Menon A 3.81 L www Gask M 11 0761 Aggressive 11/1 THE DIGITAL BANKER Digital CX WINNER Awords N IDFC FIRST BANK OUTSTANDING DIGITAL CX-INTERNET BANKING (WEALTH MANAGEMENT) 4.57 L 100% 17500 My d Private Banking WINNER INNOVATION AWARDS BEST PRIVATE BANK FOR WEALTH CREATION & PRESERVATION IDFC FIRST BANK Section 5: Products & Digital Innovation 1 Assisted Transactions: Digitally assisted. execution for Mutual Funds transaction 2 Investment Dashboard: Assets managed by RM & Team, including Product & Asset-Class split 3 Held-away Portfolio to track client's non-IDFC First portfolio along with in-house portfolio 4 Actionable insights: FD/SIP maturity, customer cash-flows, birthday reminders, asset allocation, sectoral exposure 5 6 Portfolio Analytics: Customer portfolio drill down with Asset-class wise holdings & Capital Gain Reports Investment Ideas: Risk adjusted curated portfolios, product discovery via collections & filters 7 Goal Based Investing: Goal creation, implementation and progress tracking 8 Detailed Product Information: scheme performance, risk. profile suitability & minimum investment details Investment Workbench can now be accessed by RMs over the internet from their bank supported devices 21 IDFC FIRST Bank

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