Partner FAQ
Who is the contact person for Marketing related requirements ?
> Login to AAA Web (https://aaa.indiainfoline.com/login)/App >Select More>Branding- Enter your requirement >The desired information will be shared within 7-8 working days on your registered email id.
Whom should I contact for any FAN registration issue?
>You can get in touch with your BDM for details
How can I check FAN ledger?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to Reports >Select Fan brokerage Ledger
Where can I check brokerage earned by the clients mapped to me?
> Login to AAA (https://aaa.indiainfoline.com/login) > Select Dashboard option.>Click on brokerage (YTD) and type client code or Go to Reports > Others> Pay details
What is the process for updation of ARN?
>Login to AAA and AAA help, ticket can be raised using Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down-ARN Updation/Modification and attach the related Proof > The Department will update the status in the ticket ...
What is the process of GST number Updation ?
>Login to AAA and use AAA help ,ticket can be raised using Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down-Bank & GST Updation and attach the related Proof > The Department will update the status in the ticket accordingly.
How can I get my GST invoice?
> Login to AAA (https://aaa.indiainfoline.com/login)>Go to Reports>Select the GST Invoice under Others and the same can be downloaded.
What proofs are required for FAN address change?
Below documents are required- 1.Pan card of Partner 2.Education Certificate of Partner 3.Latest address proof of Partner 4. Address change undertaking with Partner signature
How to Open Non individual Account?
>Login to https://ttweb.indiainfoline.com>>Download forms & Format Broking (Equity & Commodity Segments) & Depository Account Opening Forms ( CDSL/NSDL ) >Download Non Individual form >Non Individual Account opening checklist is already given in AOF ...
How to open Individual Account Online?
>Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and Signature on white background is available with you.
How to activate Karvy clients?
Activate trading account of Individual Karvy clients from the website:- wecarekarvy.indiainfoline.com . Note: Do not process joint holder karvy account through wecarekarvy link but process through physical only.
What is the process for reactivation of closed account?
The process is same like new Individual Account Opening as below >Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and ...
How to change client Brokerage?
You can change client brokerage plans through AAA login (aaa.indiainfoline.com) >>More options >> Request >>click on Brokerage Request and change the Brokerage as per this slab and your Relationship Manager will get this approved. Please note if ...
How to Opt for Trader Terminal?
>You need to coordinate with your Service BDM to raise the request >Once the request is processed you can check your Terminal Details in AAA=>My Profile option
How to Change TT Now Password
>You can change the password using the forgot password option.
How to create mandate and view mandate status?
To create a new mandate Login to mf.indiainfoline.con > My account> Bank and autopay> Setup Autopay>Create new mandate. Through Mobile App: Click on Menu>Mutual Fund> Manage Autopay>Select Bank.
How to Redeem Mutual Fund units in case of Non POA/DDPI?
Kindly get the POA mapped or alternatively in client login option is available to place the order using the EDIS TPIN facility for non poa clients from Mutual fund website
In which bank I will receive the Mutual fund redemption amount?
While placing a redemption order you have to fill the necessary units for redemption and then there is a drop down to select a bank account in which you will receive the redemption amount. In case fund reversed back to BSE then they shall transfer ...
Which payment modes are available for Mutual Fund Investments for SIP?
There are 4 modes of payment. 1.Payment Gateway - You will have to click on Send Payment Link Option and then the client will receive the payment link on his/her registered Email ID and Mobile number & client can proceed with the payment using UPI or ...
Which payment modes are available for Mutual Fund Investments for Lumpsum?
There are 3 modes of payment. 1.IIFL AutoPay- -RM can select the existing mandate and Click on Confirm & place the order. Then the client will receive order confirmation link on his registered mobile number and the link will have validity of 24 ...
From where to download Mutual Fund statements?
RM/Client can download the MF statement from MF Portal from mf.indiainfoline.com >Transactions>Account statements. Also, RM can download from ACE Back Office-click on ACE backoffice>client reports>Account statement/Account statement (Foliowise)
How to upload Physical mandate form?
Login MF> My account> Bank & AutoPay > select bank> setup autopay> physical mandate>fill details>click on upload now>Tap to upload
From where can I check Upcoming SIP?
Mutual Fund Upcoming SIP orders wil reflect:Through Mobile app:1.Click-Menu>Mutual Funds>MD Dashboard>Upcoming SIP. 2.Through MF online portal:Login MF portal> Holdings>Portfolio >Ongoing SIP
How to pause SIP?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select sip_Pause SIP
How to link mandate with SIP?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select change payment mode
How to check KYC/KRA status?
Go to cvl.kra.com>Click on KYC inquiry>Enter PAN
How to check Account activation status?
Login to eaccount.indiainfoline.com>Lead Tracker>Enter Client code>search OR Login to activation.iifl.in>Application Tracker>Enter Client ID>Business:Equity/MF>Search
How to know status of online modification request raised by client ?
If modification request is placed from Client activation portal, then TAT (turn around time) to process the request is T+2 working days and client gets notification for the same. If beyond TAT, status not updated to client, you may raise ticket from ...
How to update nominee for units held in demat?
Kindly provide Nomination Form for units held in Demat account along with the PAN card copy to activation team. You can Download Nomination form from http://content.indiainfoline.com/IIFLTT/DownloadFormFormats/DownloadFormFormats.html
How to update nominee in case of units held in Physical mode?
For CAMS - https://www.camsonline.com/Investors/Service-requests/Nomination/Nomination-Opt-in_&_Opt-out For KARVY - https://mfs.kfintech.com/investor/General/NCTNomineeUpdation
How to update Bank in Mutual Fund account?
You can update bank details from TTWEB application. 1.Login to https://ttweb.indiainfoline.com/trade 2.Select My Account > Profile > My Details. 3.Click on edit to change the Bank.
How to update contact Details?
You can update contact details from TTWEB application. 1.Login to https://ttweb.indiainfoline.com/trade 2.Select My Account > Profile > My Details. 3.Click on edit to change the email id.
How to change the group?
Kindly contact OI Team. Kindly mark email to kamlesh.singal@iifl.com and ujwala.dalvi@iifl.com
Why was my redemption order rejected?
There are different reasons for rejection of the redemption order. Reasons are as follows: 1. If units are under Lock-in Period then you can place redemption order post completion of Lock-in period. 2. If the units are under Pledge, then first you ...
If my order is rejected then by when will I get refund?
BSE standard TAT for refund for Transaction + 7 working days.
When will I receive allotment for NFO order?
Once the NFO period of a new scheme is over, the mutual fund company allots the units in NFO Close date + 5 working days.