Knowledge Centre: IIFL Business Partners

What is a Financial Advisor?

A financial advisor is an expert who assists people and companies handle their finances and reach their monetary objectives. These specialists advise on various financial topics. This may include suggestions on investment, retirement planning, tax strategies, insurance matters, and estate planning. Financial advisors analyse their clients’ financial situations, understand their goals, and make unique plans to help them grow wealth. They also aid in keeping […]

Role of Sub-Brokers in IPO and Secondary Offering Evaluations

Sub-brokers play an essential role in the financial markets, particularly in relation to Initial Public Offerings and Secondary Offerings. As mediators between investors and stockbrokers, sub-brokers are thoroughly aware of investor emotion. This helps them access critical market information, which substantially impacts the success of these offers. This blog discusses the numerous facets of sub-brokers’ duties, their significance in the IPO and SO processes, and […]

Benefits of SEBI's Relaxed RIA Standards for Financial Advisors

The Securities and Exchange Board of India (SEBI) plans to make significant modifications to the regulations governing registered investment advisors (RIAs) and research analysts. These changes aim to make financial counselors more accessible, strengthen investor protection, and limit the influence of unlicensed financial influencers. In this post, we will look at the advantages of SEBI’s eased RIA requirements, emphasizing how these changes can empower financial […]

How To Become Mutual Fund Advisor

Mutual fund advisory is exciting for those with a financial and investment interest. These professionals help guide clients through the complexities of mutual funds to achieve the same financial goals. Considering the demand for professional advice is increasing, great potential exists for future advisors who could make a positive difference. In this article, we will explore the crucial steps and requirements that will help you […]

Importance of An Independent Financial Advisor

The world of investments is rewarding but complex. To find your way and make the right decisions as an investor, you need to have extensive financial knowledge or assistance from a financial advisor. An independent financial advisor ensures that you are in the right direction with your investments and can achieve your set financial goals. Who Is An Independent Financial Advisor? These professionals can either […]

Role Of Mutual Fund Advisor

Learn how mutual fund advisors guide investors, their key responsibilities, and how they assist in selecting funds and managing financial goals effectively.