Knowledge Centre: IIFL Business Partners

What are the Key Regulations for Mutual Fund Distributors in India?

Learn the key SEBI regulations governing mutual fund distributors in India, including registration, compliance, commission rules, and investor protection guidelines.

How to Build a Client Base for Your Authorised Partner Franchise Business Growth

Learn effective tips to build a strong client base for your sub-broker franchise and drive business growth with proven client acquisition and retention strategies.

How to Run an Authorised Partner Business (Formerly Sub-broker)?

The stock market brings stars to the eyes of many young individuals, as it allows one to grow wealth exponentially and leverage small investments for significant gains. All one needs to do, in principle, is make the right investments and trade at the right time. However, making the right investment decision is one of the most complex undertakings as it requires extensive financial knowledge along […]

Difference Between Investment Advisor and Financial Planner

Choosing the right personal finance advisor might be difficult. You may have reached a moment in your life where your financial skills aren’t quite adequate for accomplishing your financial objectives. If you’re trying to decide whether you need a financial planner or an investment advisor, you could be at a loss. Navigating the realm of personal economics can be challenging to grasp. Recognising you require […]

How Financial Advisors Use AI—and What Their Customers Think

In today’s rapidly changing financial landscape, AI financial advisers are altering how clients interact with financial services. The application of artificial intelligence (AI) in financial planning not only enhances the customer experience but also optimizes the advisory process. At IIFL Capital , we recognize the huge impact AI can have on the financial sector by providing both efficiency and personalized service. The Growth of AI […]

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.