IIFL app helps to refer clients across products - Insurance/MF/PMS & many more
– New way of doing financial business
IIFL Referral App is an App that will enable you to start and run your Finance Distribution practice without any investment by saving a lot of money on on-going fixed costs (e.g. rent, employees etc.). With the same App, you can Refer your clients to invest in stocks, mutual funds and a variety of other financial products like fixed deposits, insurance etc. through the IIFL Referral App.
IIFL will on-board Customer and transactions are completely online ensuring high productivity and cost efficiency. IIFL support by way of Digital transaction processing (as opposed to manual / paper based transactions) will enable you to focus your energy more on growing your business and building deeper customer relationships.
Key Features of IIFL Referral App
Refer Clients in Equity / MF / Online FD / Insurance and many more.
360 degree Reporting : MIS / Leads product wise
Attend webinars.
Investor queries
High Revenue sharing across products & Referral Incentive.
Timely Payout
Who is IIFL Referral App for?
The potential user base of IIFL Referral App is huge
Home-maker who wants to earn some extra income for the family through Referral Programme.
Tech savvy fresh graduates aspiring to be an Entrepreneur.
Professionals like Chartered Accountants , Broking Partners active only in Equity , CFA .
Conclusion
The growth potential of financial services in India is huge. The Indian mutual funds industry is eyeing four-fold rise in Assets Under Management (AUMs) to Rs 100 trillion (Rs 100 lakh crore from existing Rs 25 lakh crore), and a five-fold rise in investor base to 100 million (from existing 20 million) over the next decade, according to the AMFI-BCG Vision Document.
A large part of this growth will come from the B30 cities. We think that the Government’s financial inclusion and Digital India will be key enablers in the next stage of growth in the financial services in India.
IIFL Referral App provides a great platform for existing and new IFAs to explore Financial / Capital Market business in a much more efficient and profitable way.