It is a service offered to IIFL Multi Manager Platform clients who have multiple pools of assets, either privately held or across various wealth managers. Under this, the IIFL Family Office consolidates and regularly updates the following two types of information:
  • ‘Wealth Bank’: For large families with various investing entities and beneficiaries, it is a challenge to map out the actual break-up of assets and nominations between various members. Through the Wealth Bank, one can maintain a record of your Asset Register and Nominations.
  • ‘Held Away’ Report: A common reporting platform is particularly useful for clients who have multiple wealth managers providing different performance statements. It saves a substantial amount of time while monitoring large portfolio and facilitates smoother decision making.
IIFL IN THE NEWS
Mon, 10 Jul 2017
Karan Bhagat, Founder, MD & CEO, IIFL Investment Managers has been chosen as one of India's hottest ...
Sun, 9 Jul 2017
IIFL Asset Management said it has raised around $216 million for its Category-II alternative investment fund launched in May
Tue, 30 May 2017
Brazil has its problems, Russia is a little opaque, China is a little confusing and you are left wit...
Tue, 30 May 2017
Healthcare stocks were the biggest drag on the index. "The market is consolidating after the rally. ...
Mon, 29 May 2017
Modi government is striving to bring more Indians into the formal economy and is looking to consolidate debt burdened public banks.
Wed, 24 May 2017
IIFL Asset Management's latest will invest in initial public offerings, primarily through pre-IPO in...
Wed, 24 May 2017
"We reiterate our Underweight stance on the Indian Pharma sector. Steep price erosion in simple gene...
Thu, 11 May 2017
An important source of untapped wealth in the country is the ever-expanding number of technology ent...
Thu, 11 May 2017
In an interview with CNBC-TV18, Bhavesh Gandhi of IIFL Wealth shared his readings and outlook on Bharti Airtel and the telecom sector.
Wed, 10 May 2017
India may be talking of job creations, but the country's top financial services companies, including...
Wed, 10 May 2017
"Auto companies could indirectly benefit if fuel prices fall as a result of decline in crude oil pri...
Wed, 10 May 2017
Tech-focused venture capital firm, Iron Pillar, has made the first close of its maiden India fund at...
Tue, 9 May 2017
IIFL Investment Managers' corporate advisory team was the exclusive financial advisor to M Power on the transaction.
Wed, 3 May 2017
Amit Shah of IIFL Investment Managers explains how the firm is striving to deliver much more sophist...
Wed, 3 May 2017
In a chat with ET Now, Anu Jain, Senior VP, says oil and gas is showing great signs of breaking out....
Wed, 1 Mar 2017
The staple Buffett candour is writ on every page, so is his rock-solid conviction including his incisive take on the emotion of fear.
Mon, 27 Feb 2017 | Fortune India
For a company which is less than a decade old, having Rs. 1 lakh crore worth of assets under managem...
Thu, 23 Feb 2017 | Asian Private Banker
Karan Bhagat, CEO of IIFL Wealth & Asset Management, says that the company's rebranding is in line w...