I. Sub-brokers:
Open the 'ME MDM' app in your tab > App Catalog > Update AAA
II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update
Please ensure you have the latest version of the app. For this, please update your app:-
I. Sub-brokers:
Open the 'ME MDM' app in your tab > App Catalog > Update AAA
II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update
No. The "AAA" App is available only on a private play store and cannot be opened on any other device.
A Sub-broker is a person willing to associate with IIFL to cater to the varied needs of broad based relationship of clients and avail sharing the revenue pie across the spectrum of financial services products, with zero capital investment.
Elgibility: An Individual with a sound financial services/industry background working with a set of clients and looking to scale up business with multi-product offering
Open the AAA App. Click on "New User" button below the "Login" button. The IIFL Sub-broker registration opens. Follow 6 simple steps and get yourself onboarded in a completely paperless, hassle free process.
In case you are stuck somewhere, please contact on (022 4151 4151)
I. Sub-brokers:
Open the 'ME MDM' app in your tab > App Catalog > AAA > Install / Open
II. RM / Franchisees
Open the Google Play Store > Search AAA App > Install / Open
AAA allows you to have a mobile office anytime, anywhere.
- 1st tab based platform offering a one-stop solution for an enterpreneur interested in capital markets.
- On-board clients / Sub-broker by showcasing the various reporting, research and trading features
- Access best-in-class Learning Videos and sharpen your technical / fundamanetals and soft skills
- Leverage the Markets dashboard and watchlist to stay informed about the markets and adequately service your clients
- Access your own performance like IR, AUM, and use it to track missed SIPs, Inactive client list etc.
Have a look at the AAA World by clicking on this Video Link: (Link to be provided)
It is on the left hand side of the tab where "Lenovo" is written over it.
I. To retrieve your User ID:
A. For RMs:
The User ID is your Employee code / TT Manager Login ID.
B. For FAN:
The User ID is your TT Manager Login ID. Please contact your RM if you do not remember it or call on 022 4151 4151.
C. For Sub-Brokers:
The User ID is your CRM Login ID. Please contact your RM / BDM if you do not remember it or call on 022 4151 4151.
II. To retrieve your Password:
- Click on the 'Forget Password' link on the opening screen of the AAA app
- Enter your 'User ID'
- You will get a temporary password on your registered mobile no. with the User ID
- After log in, you would be redirected to set a new password.
Your account gets blocked for 15 mins if you enter an incorrect password for 3 times or more. You need to wait for 15 mins to reset your password. In case you are unable to do that, you can contact the tab support team at 022 4151 4151
The App comes with the feature of 5 watchlists of which 2 are predefined viz. Nifty 50 and Recent Viewed. The other 3 can be customised as per the users convenience. One can add a maximum of 50 stocks in each of the 3 customisable watchlists
Open Camera > Click on Settings > Select Picture Size > Select 2M pixels (4:3)
The App comes with the feature of 5 watchlists of which 2 are predefined viz. Nifty 50 and Recent Viewed. The other 3 can be customised as per the users convenience. One can add a maximum of 50 stocks in each of the 3 customisable watchlists
- Check if your Net Connection is on.
- Close and then re-open the app
- Call 022 4151 4151 if it is still unresolved.
This can be because of the following two reasons:
1. You might be viewing the scrip outside the trading hours or
2. The scrip might be an illiquid scrip.
If the same problem still exists, restart the application and check again
- You should be having trading rights
- As per NSE CTCL guidelines, you should be at your registered branch location for placing orders
- A sub-broker can place only non-equity orders say for Mutual Funds
Yes.
Click on the "Search" button (magnifying glass) on any screen and enter the scrip name. On the scrip's Company Page click on "Set Alert" button on top right corner. Fill in the details and click on "Add Price Alert"
In order to delete a Price Alert - Go to "More" section > Price Alert > Delete Price Alert.
In order to modify a Price Alert - Go to "More" section > Price Alert > Select an existing Price Alert which you want to modify and make the necessary change and click on "Save".
IIFL view for any scrip indicates IIFL's research on that company along with the company's recommended (reco) price and target price. It also gives detailed understanding on the company's business and its projections. IIFL's dedicated analysts offers robust research on 500+ stocks, the most by any stock broker.
No. IIFL's dedicated analysts offers robust research on 500+ stocks, the most by any stock broker.
Yes. This multiples can be found under the "Valutaion Matrix" option of the "Research" tab. One can find the following price valuation multiples on a one year forward basis:
Price Earnings(PE), Price to Book Value (PB), Enterprise value(EV)/ Earnings Before Interest Tax Depreciationa and Amortisation (EBITDA)
No. The 'Idea' section showcases the short term technical trading ideas in stocks under IIFL research which are updated as and when there is an trading opportunity seen in a particular scrip
No. One can only view the different products offered on IIFL platform like PMS, Insurance, Structured product, IPO ,etc. However, for trading, one can contact their RM or the respective product team at IIFL
No. Till now, this products are not available directly on the tab. However, one can contact their respective RM or the relevant products team at IIFL for further information on this products
Yes. The MF's shown on your tab are IIFL's recommended MF
All open IPO's appear under Invest > Other Products > IPO.
Yes. It can be viewed in 'Monitor > My Dashboard'. The revenue earned can be viewed on an overall period or client wise, across periods as required. Similarly, the revenue earned can be seen for different asset classes as well as for cross selling different products. Further, the revenues generated can be seen client wise too
This may take some time the first couple of times. However, one can do the following:
Go to settings > Clear data > clear cache
If the above does not work;
Go to play store > device policy > update
Now your monitor screen will start working
The loss/gain section indicates the days profit/ loss vis-a-vis the previous day on a scriptwise and total basis
Any transaction done on a particular day will be shown under "Net position' tab and not under the 'Holdings' tab that day. On the next day it will reflect under the Holdings section one a Trading+1 (T+1) day basis. This'll apply to all types of securities traded viz. equity, futures, options, etc.
Live PL
- Indicates the LIVE Profit and loss position from the Open Positions of Scrip.
- Today's PL indicates the PL from previous day's close for Open Positions (Buy Rate if the stocks have been purchased today)
- Till Date PL indicates the PL from Buy Rate for Open Positions
Available Equity margin indicates the total available margin allowed against the clients equity holdings of a client which can be utilised by him/her to trade in Equity without having actual cash balance. Further, if a client has some cash balance, the same would be included in the available equity margin
Yes, the same can be viewed as well downloaded from the 'Report' tab having an option in the top right hand corner to 'share reports'. The same reports can also be emailed to your clients email id through the tab itself
You will ideally find all your clients mapped to you in the tab. However, in case you are not able to find them, please contact the Tab support team at 022 41514151
No. As the demat accounts are directly linked to a clients bank accounts, only the client has the right to tranfer the funds to his account. However, RM's can transfer the funds on clients behalf from Equity/Commodity segment to clients Bank account or from Equity segment to Mutual Fund segment or vice versa
- Payout should be due as per exchange settlement norms
- There should be clear credit in clients account
- Minimum balance of Rs.1000/- should be maintained
- Fund transfer should be of more than Rs. 999/-
- It takes a minimum of 24 hours for the amount to get transferred.
- No, Client/you cannot place the payout request on the same day
- The settlement cycle is of T+2 working days;
- So we request you to place the request after T+2 working days or else your request will be rejected.
- No, Client/you cannot place the payout request on the same day
- The settlement cycle is of T+1 working days;
- So we request you to place the request after T+1 working days or else your request will be rejected.
No. Any information pertaining to an existing client can be changed either from the back office team at IIFL or via online/ physical mode in the below manner:
1) Login to ttweb.indiainfoline.com
Click on "My Account"
Click on "Profile" » Enter the details » Edit
2) Client can send the mail to CS team from registered Email id requesting for contact details change
3) The same can be updated on the basis of Physical copy received at Thane office in the name of Modification Dept.
4) You can also update on scan basis through CRM
5) SMS :- You can update Email id in trading account by sending the SMS from registered mobile no. as below:-
Type MODEMAIL<space><email id>. b) Send SMS on 575758 no.
Aadhar No. cannot be updated via AAA for clients.
However, as per circular updated in FAN IWIN dated 1st Dec 2017, Adhaar No. can be updated online by Login to client TT Or Mail to CS from registered email id.
Client can also submit the hard copy of Request letter (Signed by all holders) along with self attested aadhar card copy (with RM stamp and sign) at Thane office in the name of Modification Department (attach the scan copies in CRM for updation on scan basis).
Please note updation can be done on the basis of Hard copy only.
In case of any queries, contact;
Franchisee Service Desk
Number :- 91 22 62294600
Go to "Reports" section > Select Client > Click on "Share Reports" icon on top right corner.
A new window opens in which you can share the following reports with your client.
- Realised PnL
- UnRealised PnL
- Ledger
- MF Capital Gain statement
- MF Account statement
- Digital Contract NotesSTT
- Daily Bills(f&o)
- Trade listing
- DP Transaction
- client MIS report
Further, these reports can be found for the different product segments like Cash, Commodity, Currency & F&O and for any period of time.
- Specially Designed courses for you on Technical Analysis, Fundmental Analysis, Wealth Creation, Financial Planning
- IIFL Academy which offers comprehensive knowledge on all finacial products
- Offers specially designed training content for Technical analysis / fundamanetal analysis / wealth creation / commodity / currency / finanial planning
- Soft skill training techniques to increase your approach, confidence with clients
The default password for accessing learn section is "FANUsers1".
Please ensure you have the latest version of the app. For this, please update your app:-
I. Sub-brokers:
Open the 'ME MDM' app in your tab > App Catalog > Update AAA
II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update
I. Sub-brokers:
Open the 'ME MDM' app in your tab > App Catalog > Update AAA
II. RM / Franchisees:
Open the Google Play Store > Search AAA App > Update
- Go to the browser > Type crm.iifl.in
- Click on the Menu Option (3 dots in the top right corner of the screen).
- Select "Desktop Site" from the dropdown menu.
- CRM Desktop Version will open up
- Login using your CRM ID and password
CAS stands for Client Account Statement (CAS). The 'Upload CAS' functionality helps you to upload your clients NSDL/CDSL/CAMS CAS statement. With this, you get visibility on clients portfolio with other brokers and help you to serve them better. This also allows you to analyse Clients portoflio in a better way under the the IIFL platform