Become a Financial Advisor, Anywhere, Anytime with India Infoline

Published on Saturday, November 21, 2020 by IIFL Securities | Modified on Monday, March 22, 2021

Do you find numbers interesting? Have you always been fascinated with the stock exchange indices and wanted to become a Financial Advisor? If you find yourself saying, yes then IIFL's Advisor Anytime Anywhere, i.e. AAA is one of the best and easiest ways to fulfil your dream.

Are you wondering how is that possible? Do you want to know what you need to do to become an advisor associated with IIFL? Simple, just sign up to become an independent financial advisor with us.

We are sure you still have a few doubts and want complete information before you decide. To help you understand IIFL's AAA program better; we have done a deep dive into the benefits, requirements, and the support you receive on becoming a financial advisor with us.

However, before we take on this small journey here is a quick look at the company IIFL.

Established in 1995, IIFL is a full-service stockbroking firm registered with SEBI and the depository participant CDSL and NSDL in India. It has been a pioneering broking firm since it began. IIFL introduced its business partnership program in 2003, and it has been growing exponentially ever since. The broking firm offers a wide range of trading and investment products for all types of investors whether it is an individual, an SME, MSME or largescale organizations.

Not only does it have advisory products, but it also has a credit line and portfolio management service. Considering the bouquet of products and services IIFL offers, the broking firm is a smart choice if you are keen on becoming sub-brokers.

IIFL has a vast network of sub-brokers throughout the country. With more than 900 branches across India, around 40 lakh customers and an international presence, an investor with India Infoline can trade in different products listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE). IIFL is registered with the commodity exchange MCX (Multi Commodity Exchange) and NCDEX too. 

Well, now that you have a fair idea about the broking firm let's understand the AAA program better.

IIFL's Advisor Anywhere Anytime

The name AAA says it all. Yes, you can now offer financial advice from anywhere, anytime at your convenience. Become an independent financial advisor that you have always wanted to be.

IIFL introduced AAA, India's first tab based advisory platform that offers a one-stop solution to aspiring entrepreneurs interested in capital markets in May 2019.

A solution that does not require you to have an office, a lot of infrastructures or working the usual 9 am - 5 pm job-days. With IIFL's AAA, we offer a portable office where you have the reception, sales, and operations all merged into a single TAB.

Should you join AAA?

Here's why: We offer several facilities as well as benefits through the advisor program. Among the several the top reasons you may want to join IIFL's AAA program are:

• Get instant access to several financial products from equity, commodity, NFOs to regular savings like fixed deposits, SIPs, IPOs, health insurance and more.
• Get ready for instantaneous paperless customer-onboarding.
• No extra paperwork or incomplete KYC issues.
• Get answers to your customer queries quickly via IIFL's powerful chatbot.
• Track your earnings, assets you are managing (AUM), the number of ongoing client investments and inactive customers, easily at the click of a button, anytime.
• No capping on the upper limit of your potential income.
• Transparent revenue sharing
• Sharpen your financial markets knowledge with high-quality learning videos IIFL has created just for you.
• Highly secure trading platform.
• No added infrastructure required.

If these benefits aren't enough you can also take part in the several seminars IIFL organizes, contests and compete for awards and recognition with other advisors just like you. There are loyalty and reward programs that work to celebrate and reward your efforts and achievements as an IIFL associate.

Now, that we have offered you a glimpse of the benefits you can reap.

Would you like to Join Us?

Pondering about your Potential Income

Well, let us assure you that IIFL is known to offer some of the highest commission payouts as much as 60 per cent in the industry. Not only do you get a chance to associate with a large well-known stock broking brand like IIFL, but also get to enjoy a 40:60 revenue share. It means 40% is for IIFL and the remaining 60% is for you -the sub-broker.

Worried about how much you must invest to become an Advisor.

We charge a deposit of Rs 25000 for the AAA TAB. For students, the deposit amount is Rs 15000 only. We refund the amount when you end the agreement with IIFL.

Are you excited? What more do you get when you join IIFL?

You need someone to help you book your orders, send in your payouts, share promotions, and train you when there are new products or schemes offered. Well, with IIFL's AAA Tab you can get

Back-office Support

• All the back-office support you need instantly.
• We help you with Risk Management and Business Operations.
• Access to regular MIS and back-office reports whenever you need them.

Advanced Research: Research always helps whether you need to analyze trends, understand the competition, take an educated risk, or understand what the long-term prospects of an investment could be. IIFL's thorough research offers

• Access to world-class study reports on various top-performing commodities, equity investments, mutual funds plans, and currency schemes.
• Sector-wise statements and updates, Business news and latest pronouncements, Day-to-day Marketplace Tactics, Weekly Wrap-up, Regular Derivative Plans, Everyday Market Watch, and other online suggestions.
• Expert market analyst team that includes more than 500 stocks across segments and market capitalization.

Analyze various funds in different sectors. The AAA TAB screenshots below will give you an idea of what you can expect to see.

Check for fund recommendations based on your customer profile. You can also buy a stake in NFOs and IPOs. The AAA TAB screenshots below will give you an idea of what you can expect to see.

Access to Innovative Technology: Offering the right advice at the right time for your customers is what makes some advisors the best. To make sure you rank in the list of sought-after financial advisors, IIFL's latest product AAA offers you access to its advanced trading marketplace. You get instant access to

• an innovative trading platform that ensures seamless execution of your requests, whether it is for your customers or you.
• IIFL Markets -the highest rated trading app in India that offers Live Market Prices of equity, a customizable fund watchlist, an easy to use advanced dashboard that lets you see over 500 stocks. A screenshot of the watchlist can help you understand better.

Business Development Initiatives: Developing your business is necessary to meet your goals. To ensure that you can do so smoothly IIFL has several initiatives in place to help you.

They are…

• Dedicated Business Development Manager
• Exclusive Investor Awareness Seminars for your clients
• Entrepreneurial Development Program. A unique IIFL Mentoring Program.
• Annual Events with IIFL's Senior Management
• Contests and Recognition: Exclusive IIFL Contests and Forums to boost your business
• Loyalty and Reward Programs to constantly reward and celebrate your association achievement with IIFL

Want to be a part of this growing brigade? Know How!

It's a straightforward process to sign up with IIFL's AAA program. To make sure you have no trouble signing up we've put down the entire process below.

To Register:

• Visit the IIFL Securities website. Select the Business Partners tab.
• Click on the link mentioned above. Click on the AAA tab.
• You will reach the page for IIFL's AAA Program.
• Fill in the details in the - Become a Partner box.
• Enter your name, mobile number, and city correctly.

IIFL's Customer Service

• Expect a call from an IIFL executive within 12 business hours to confirm your interest in the AAA Advisor program.
• Once you confirm your interest, he or she will schedule a meeting between the IIFL team and you for a detailed discussion about your role, investment, revenue, and commissions.
• After the meeting, you must complete the documentation process to become an IIFL AAA Advisor. Check the list of mandatory documents to know.
• Once you give your documents, the in-person verification process is complete.
• You sign an agreement between IIFL and You (Candidate for an Advisor)
• After signing you must pay the security deposit for the AAA TAB and other charges, if any.
• Lastly, we generate a sub-broker code for you. For all your transactions and payouts with IIFL you must use the code.

We are sure you would like to know the list of mandatory documents. They are as follows:

• Proof of Identity. This can be PAN Card, Voter's ID, or Driving License.
• SEBI Registration certificate
• Address proof. This can be a copy of your Aadhar Card or Passport
• Experience certificate. This includes work experience if any.
• Academic qualification certificate. For e.g. Graduation certificate. For students, your SSC or HSC passing certificate.
• Security deposit cheque

Does this feel like something you would like to understand better? Then wait no more. Visit our website today and register.

IIFL AAA Enquiry Form