Knowledge Centre: IIFL Business Partners

A Handbook For New Financial Advisors

Starting a financial advisory career as a young financial advisor may be both exciting and daunting. Given the rapid economic developments and technological advancements altering the business, new advisers have a great opportunity to carve out a niche for themselves. Financial Modifications Global economic developments are constantly transforming the financial landscape. Young financial counselors must stay current on these trends since they can impact client […]

The Role of Stock Advisors in Long-Term Wealth Building

Stock advisors guide you on the path to long-term wealth with smart investment strategies and expert market analysis. Learn how they can help you grow your wealth.

Key Skills Required to Succeed as a Sub-Broker

A sub-broker career skills are a combination of many special skills. The first and foremost is understanding sub-broker key skills and technology knowledge. A sub-broker’s role is not the same as that of a broker. Sub-broker is not a part of stock exchange programs. This sub-broker acts as a broker agent that clients work with, on behalf of the broker. In simple words, they are […]

Challenges of Sub-brokers in India

The finance market in India is vast and complex. For every newbie, connecting to the right stockbrokers becomes challenging. That is where the role of a sub-broker comes into being. The sub-broker is someone who intermediates between a stockbroker and a client. They help in trading, provide investment advice, and make the road for investors more convenient through the complexities of the stock market. They […]

A Guide on Sub-broker Terminal

Authorised Partners often struggled to manage transactions for leads or accounts. With the digital revolution, these tasks have become easier. But you need to discover an effective Authorised Partner terminal to reduce the burden of this tedious process. Authorised Partners create a link between a brokerage house and their clients. The best Authorised Partner terminal will come with beneficial features and have a user-friendly interface […]

How to Be a Successful Authorised Person

Learn how to become a successful Authorised Person in the financial industry. Discover the key skills, responsibilities, and steps to excel in this role and thrive in the securities and investment market.