Can I use Financial Health Checkup for prospects who aren't my clients yet?
Yes! This tool is for client acquisition. Offer free portfolio health checks to
prospects, analyze their existing MF holdings, and share a report showing
their score and improvement areas. It's a conversation starter that builds
trust and positions you as a story teller, not just a product seller.
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How to use Option Chain?
There are multiple ways in which clients can use option chains for trading. Some of the ways are - To know the Support/Resistance of the underlying based on OI. Check the OTM contracts that have the highest OI for both Call and Puts. The strike price ...
How client can generate T PIN in order to sell his shares ?
Kindly follow the below steps in order to generate the T PIN to sell and settle the shares through E-DIS- Login to TT Web https://markets.iiflcapital.com/home ■ Select Reports -> Holdings >> Show Non POA Holdings ■ Select the stocks which client wish ...
Why use GTT?
You don’t need to monitor prices daily You can set trigger prices outside the current circuit limits (DPR) of the stock You will be notified when the entry price has been breached and the order is sent to exchange
Circular Number : Platform Updates
New Launch : Financial Health Checkup
Can minor clients be onboarded digitally?
Yes, the new system supports the digital onboarding of minor clients.