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
Thu, 7 Jun 2018
Amar Ambani, Partner and Head of Research, IIFL Investment Managers featured in Mint: "To some exten...
Fri, 1 Jun 2018
Our co-founder and executive director Yatin Shah posted a video of him riding his bicycle and wrote ...
Thu, 31 May 2018
Amit Shah, CEO, IIFL Asset Management tells Mint, "The IIFL India Private Equity Fund has been set u...
Thu, 31 May 2018
Amit Shah, CEO, IIFL Asset Management speaks to Business Standard: IIFL India Private Equity Fund i...
Tue, 29 May 2018
"The fund has made commitments for another Rs 500 crore which may fructify over the next few months,...
Fri, 25 May 2018
Tarang Bhanushali, AVP - Research, IIFL Investment Managers tells BloombergQuint that backward inte...
Wed, 16 May 2018
Q&A with Bhavesh Gandhi, AVP - Research, IIFL Investment Managers published in The Economic Times.
Tue, 15 May 2018
The Economic Times publishes views of Amar Ambani, Partner and Head of Research, IIFL Investment Man...
Tue, 15 May 2018
Amar Ambani, Partner and Head of Research, IIFL Investment Managers shares his valuable opinion in M...
Tue, 15 May 2018
Amar Ambani, Partner and Head of Research at IIFL Investment Managers to Livemint: "BJP's huge tall...
Tue, 15 May 2018
Market will take cues from this victory and expect a similar result in the General Elections of 2019...
Tue, 15 May 2018
Amit Shah, CEO of IIFL Asset Management, is upbeat about companies that are domestic-focussed. He te...
Mon, 14 May 2018
"With the introduction of the hybrid annuity model (HAM), what we're seeing is that many developers ...
Mon, 14 May 2018
In the wake of the deal with Walmart, a large number of Flipkart employees will make windfall gains ...
Fri, 11 May 2018
"Here (through the deal) the number of people who are getting benefited and making between $800 mill...
Mon, 30 Apr 2018
According to Amar Ambani, head of research at IIFL, "Future outlook for refining and petrochemical s...
Fri, 27 Apr 2018
Our Founder, MD & CEO, Karan Bhagat shares his view with The Economic Times on the technological dis...
Mon, 23 Apr 2018
"The Prime Minister has talked about the need to support agriculture. A good monsoon will reduce the...