Offers a One-stop Solution for

Entrepreneurs interested in
Financial Advisory
MUTUAL FUNDS

Share recommendations with

client via Email

Recommend Funds category

wise

MF Lumpsum / SIP online

investments

Fund Screener feature for

Scheme Comparison (AMC
wise & Category wise)
MUTUAL FUNDS

Get your clients invested in

Ongoing NFO
 INSURANCE

Compare Health Insurance premium

from more than 6 companies and
purchase online in a few minutes
OTHER PRODUCTS

Get Investment details, Forms /

Fact sheets, One Pagers for

Fixed Income products like FD,

AIF, PMS, Structured Products
OTHER PRODUCTS

Personal / Business /
Home Loans

On-going IPOs

Invest Online in
NPS
FIXED DEPOSITS

Subscribe to FDs of NBFCs like

Shriram Transport, Mahindra
& Mahindra
REPORTS
Image

REPORTS
 REPORTS

Call your clients and Share their key

Reports like

-360 degree client report, Live P&L

-MF Holdings, Account statement

Do complete Goal Planning for

your clients
 MONITOR
Image

MONITOR
MONITOR & TRACK

• List of Inactive Clients

• Missed / Maturing SIPs

• Business Revenue, AUM

 MONITOR

• Single screen to Monitor your Own

performance (Revenue Generated, AUM,
No. of clients).
LEARN
Image

LEARN
 LEARN
• 400+ high quality training videos on
relevant financial products like
fundamental analysis, technical
analysis and wealth creation

• Offers specialised training & Mock

test paper on NISM VA Exams which
help you become an AMFI registered
Distributor

• Soft skill training techniques to increase

your approach, confidence with client
`
CUSTOMER
Image
 ADD CLIENT / SUB-BROKER

• Integrated online E-KYC process which

makes customer on-boarding completely
paperless and hassle free

•Register a Marketing Associate under you

and get a share of business done by him
Revenue Calculato
 OTHER SETTINGS

• Calculators (EMI / revenue / SIP)

• Live TV

• Transfer Holdings of your client from

other ARN to your ARN
Revenue Calculato
• Chatbot service available 24 x 7

• Marketing materials
 EQUITY
Image
EQUITY
 MARKET WATCH

Create multiple Watchlists

Get relevant Stock information

MARKET SNAPSHOT

Create Multiple Watchlists

F&O Tracker

• Options chain
• Premium and discount
• Rollover and Delivery
 INDICES

Indices Watch
• Commodity & Currency update

• Global Indices tracker

 RESEARCH

Ideas

Accurate, well-researched,
real time trading ideas from a
dedicated group of trading experts.
Valuation Matrix, IIFL View etc.
TRANSFER ARN

Multiply your revenue share by

Getting your clients MFs
investments transferred to
your ARN by filling a simple
form
 Questions??

- Mail to AAAquery@iifl.com

- Give a missed call at 80300 88504