IIFL Wealth LT displays the complete investment details of the client along with the Market Value, Total Returns and XIRR %.
The client shall able to directly call, text, or chat with the respective RM with the features provided in the ‘Profile’ section. RMs can able to track the client’s portfolio asset-class wise and view top 10 client’s AUM. Option to search and view any specific client’s AUM is available. Features, to look the detailed client’s portfolio and to communicate with client, are also provided.
The client shall able to directly call, text, or chat with the respective RM with the features provided in the ‘Profile’ section. RMs can able to track the client’s portfolio asset-class wise and view top 10 client’s AUM. Option to search and view any specific client’s AUM is available. Features, to look the detailed client’s portfolio and to communicate with client, are also provided.
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