IIFL Capital Services Limited

INR 10 Lakh

the affluent segment Market Landscape & Opportunity for IIFL Securities  Affluent segment (INR 10 Lakh - 10 Crore AUM) is a sizeable market and expected to grow at 16-17% CAGR by FY27 and Customer rese

10 Crore

segment Market Landscape & Opportunity for IIFL Securities  Affluent segment (INR 10 Lakh - 10 Crore AUM) is a sizeable market and expected to grow at 16-17% CAGR by FY27 and Customer research has sh

17%

s  Affluent segment (INR 10 Lakh - 10 Crore AUM) is a sizeable market and expected to grow at 16-17% CAGR by FY27 and Customer research has shown that affluent individuals want a more personalized in

1 Crore

nancial Assets Service Model <INR 10 Lakhs • Best served by 5paisa digital model INR 10 Lakhs – 1 Crore  Customers looking for personalized services are best served by franchise model  Digitally sa

INR 1 Crore

served by franchise model  Digitally savvy customers are best served by 5paisa digital model > INR 1 Crore • Best Served by IIFL Private Client Group 2 India’s wealth market is expected to grow at 16-17%

, %

ealth AuM, INR Lakh Crore, FY22 64-72 Wealth AuM, INR Lakh Crore, FY27 140-152 Expected CAGR, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 La

25 Crore

re, FY22 64-72 Wealth AuM, INR Lakh Crore, FY27 140-152 Expected CAGR, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 Lakh to 1 Crore Mass affluent

10 Crore

ealth AuM, INR Lakh Crore, FY27 140-152 Expected CAGR, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 Lakh to 1 Crore Mass affluent <10 Lakh Mass mar

25 Crore

INR Lakh Crore, FY27 140-152 Expected CAGR, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 Lakh to 1 Crore Mass affluent <10 Lakh Mass market Sourc

1 Crore

, FY27 140-152 Expected CAGR, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 Lakh to 1 Crore Mass affluent <10 Lakh Mass market Source: Karvy Wealt

10 Lakh

R, % (22-27E) 16-17% >25 Crores UHNI 10 Crore- 25 Crore HNI 1 Crore- 10 Crore Affluent 10 Lakh to 1 Crore Mass affluent <10 Lakh Mass market Source: Karvy Wealth Report, RBI 3 IIFL Group c

75%

by in- depth knowledge about capital markets 255+ stocks under research coverage accounting for 75%+ market capitalization Leading institutional broker with strong execution capabilities 800+ in