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How to change AUM?
AUM typically depends on the financial investment You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report to view report.
How client can access ledger report?
Client can access ledger report on following below steps - Through IIFL Mobile App: 1.Login to Mobile app 2.Select My Reports. 3.Select Bills . 4.Select Ledger 5.Client will be able to access the ledger report. Clients can customize duration for the ...
How do I get to know the new Platform AUM figures are more accurate?
This is more accurate, and to validate this, you can download the Client-wise AUM report from Reports > MIS > Client-wise AUM report and validate the samples with the respective clients' portfolio reports, also for additional check the valuation can ...
Where to check client dividend report?
Dividend statement is available in the Family 360 Report in AAA. Below is the path : Reports -> Family Portfolio -> Search Client -> PL Statement Dividends. Path for clients to check directly : Login to Markets App > My reports > Family 360 Report > ...
How client can download ledger report?
Client can access ledger report by following these below steps - Through IIFL Mobile App: 1. Login to mobile app. 2. Click on the Hamburger menu. 3. Click on 'More' Click on ASK IIFL/Whatsapp. In Mobile App (Login >> Click on the three lines at the ...