Profitability & Capital Adequacy Presentation

Section 5: Products and Services Wealth Management AUM up 47% YoY to Rs. 11,681 crores 1 Assisted Transactions: Digitally assisted transaction execution for Mutual Funds 2 Investment Dashboard: Assets managed by RM, 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 Portfolio Analytics: Customer portfolio drill down with Asset-class wise holdings & Capital Gain Reports 16 7 80 6 Investment Ideas: Risk adjusted curated portfolios, product discovery via collections & filters Goal Based Investing: Goal creation, implementation and progress tracking Detailed Product Information: scheme performance, risk profile suitability & minimum investment details Digital Bancassurance Platform (1st Bank in India): Seamless assisted insurance digital journeys launched for Life Insurance products 10 Digital Journeys for Government Insurance & Pension schemes: Offering an end-to-end digital purchase experience for PMSBY, PMJJBY & APY THE DIGITAL BANKER Digital CX OUTSTANDING DIGITAL CX-INTERNET BANKING (WEALTH MANAGEMENT) WINNER Private Banking WINNER INNOVATION AWARDS 2099 Awords N IDFC FIRST BANK IDFC FIRST BANK BEST PRIVATE BANK FOR WEALTH Investment Workbench can now be accessed by RMs over the internet from their bank supported devices CREATION & PRESERVATION 24 24 IDFC FIRST Bank

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