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
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...
Mon, 13 Feb 2017 | The Economic Times
"IPOs, branded goods and infra stocks are going to do well this year.", says Umang Papneja, Managing...
Mon, 23 Jan 2017 | The Economic Times
"HNI and UHNI investors are mostly left with no choice but to increase allocations into equities," s...
Mon, 23 Jan 2017 | DALAL STREET INVESTMENT JOURNAL
Dividend income is a passive income earned by an investor over the long term. Thus, for a iskaverse ...
Tue, 17 Jan 2017 | Mutual Fund Insight
A concentrated portfolio with high-conviction bets is the secret of the fund’s success
Mon, 9 Jan 2017 | DALAL STREET INVESTMENT JOURNAL
By Yatin Shah, Founder, Executive Director IIFL Wealth & Asset Management
Wed, 4 Jan 2017 | ET Now
The inflows into mutual funds can also be broken into three categories: one, the flow into SIPs, sec...
Wed, 14 Dec 2016 | BW BUSINESSWORLD
Technology is going to change everything. India continues to be a high-touch wealth management indus...
Fri, 9 Dec 2016 | http://bwdisrupt.businessworld.in
Traditionally rich women achieved wealth either through inheritance or being married to a wealthy hu...
Tue, 23 Aug 2016 | http://asianprivatebanker.com/
Asian Private Banker sits down with IIFL Private Wealth Management's co-founder and executive direct...
Wed, 18 May 2016 | http://www.livemint.com
Mint's Marketplace Lending Summit provided a platform for various stakeholders to debate issues facing the latest innovation in banking.
Mon, 29 Feb 2016 | Business Standard
Managing Partner Anirudha Taparia's speaks to Business Standard on the complex needs of the UHNI & H...
Thu, 29 Oct 2015 | Reuters
IIFL Holdings Limited announced today that General Atlantic, a leading global growth equity firm, wi...
Mon, 7 Sep 2015
"IFL Wealth, which manages assets worth about $12 billion, plans to increase the number of its clien...
Sat, 28 Feb 2015
"If one flight does not take off, another will -- and may even take you to a better destination." We...
Tue, 3 Feb 2015
IIFL Private Wealth has recently been given prominent coverage in The Economic Times magazine's cove...