Stack Wealth: Mutual Fund, SIP

With the Stack Wealth app, you can → Invest in a personalised investment portfolio based on your goals. → Track all your mutual fund investments with Vault. → Get expert recommendations from your dedicated relationship manager. WHY CHOOSE STACK WEALTH Our team consists of experts who have managed over ₹10,000+ crore for 5+ lakh customers. We provide: ■ Multi-Asset Investment Portfolio Invest in equity, debt, gold, and silver with an asset allocation that fits your preferred risk level and goals. ■ Portfolio Review & Planning “Stack Vault” lets you import and track your mutual fund investments across all platforms. Our relationship managers review your portfolio and craft a unique financial plan for you. ■ Strategies for Emerging Market Trends Our team identifies trending investment opportunities in healthcare, infrastructure, banking, manufacturing, IT, and more sectors. ■ Real-time Portfolio Tracking Track your portfolio returns in real time. Get a monthly detailed portfolio performance report and regular market insights to discover new opportunities. ■ We don’t charge you any fees. Stack Wealth takes a commission from the mutual fund AMC and charges you, the investor, absolutely nothing. OUR INVESTMENT OFFERINGS ► Top Returns Mutual Funds: A personalised multi-asset mutual fund portfolio tailored to your risk level and financial goals makes it an ideal mutual fund SIP for beginners. ► Retirement Planning: A portfolio that has active & passive funds and emerging sectors to pursue aggressive long-term growth. ► Pharma Sector Mutual Funds: A pharma and healthcare-focused sector investment seeking exposure to domestic and global healthcare stocks. ► Banking Sector Mutual Funds: A high-growth investment in India’s banking, financial services, and insurance sectors. ► ELSS Tax Saving Mutual Funds: Earn high returns by investing in ELSS and deduct taxable income up to ₹1.5 lakh by availing the benefits under section 80C. ► Gold Mutual Funds: Invest in precious metals like gold and silver via mutual funds as a natural hedge against inflation. ► Largecap, Midcap, Smallcap & Flexicap: Assorted portfolios for investing across market capitalisations. And many more Explore 20+ high-return investments. Your relationship manager will be happy to help you choose the right one. HOW TO INVEST WITH STACK WEALTH 1. Install & sign-up. 2. Answer a few questions to personalise your portfolio. 3. Complete your KYC. 4. Start an SIP or make a one-time investment. OUR POPULAR MUTUAL FUNDS • SBI Large Cap Fund • HDFC Top 100 Fund • Axis Bluechip Fund • Nippon India Small Cap Fund • ICICI Prudential Midcap Fund • Tata Equity Value Fund • DSP Midcap Fund • Canara Robeco Emerging Equity Fund Is Your Money Safe with Stack Wealth? Stack Wealth is a mutual fund investment app that does not charge additional investment fees. Your total investment amount is transferred directly to the AMC (or the respective investment platform). We are registered with AMFI (ARN Holder Number—245304) and SEBI and comply with their security guidelines. To protect your sensitive information, we encrypt all user data with bank-grade TLS hack-proof security and safeguard our app through MFA (Multi-Factor Authentication). Learn more about our security practices in our Privacy Policy: https://stackwealth.in/policies/privacy-policy Security Policy: https://stackwealth.in/policies/security-policy Find “Stack Wealth” on Instagram, Meta, X, LinkedIn, and YouTube. Website: https://stackwealth.in/ Meta: https://www.facebook.com/stackwealth.in/ LinkedIn: https://www.linkedin.com/company/stackwealthhq/ Instagram: https://www.instagram.com/stackwealth.in/ X: https://twitter.com/StackWealthHQ Need assistance? Email us at [email protected]