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Guide To Held Away Assets Tool

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Biswapriya R C
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5 views1 page

Guide To Held Away Assets Tool

Uploaded by

Biswapriya R C
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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GUIDE TO HELD AWAY ASSETS TOOL

The Held away assets tool a.k.a. IIFL Financial health checkup tool assists in comprehending the broader asset classification
of your clients, extending beyond IIFL. It primarily provides guidance on your clients' credit scores and portfolio analysis.
1. Enter basic client details including PAN card and linked mobile number
2. Receive and enter the OTP from the client to start accessing the tool
CREDIT SCORE

In the credit score section, you can


access and review the CIBIL score,
with the option to download the
associated report

Move ahead to the dashboard to be


able to view the active and inactive
credits and its split as shown in the
adjacent image

You can use this to understand the


needs of the client and have a better
view of their personal portfolio

Review the CIBIL score analysis page


as shown

You can use this page to identify and


suggest areas for improvement, such
as paying bills on time, reducing credit
card balances, and avoiding
unnecessary credit inquiries

PORTFOLIO ANALYSIS

Navigate to the portfolio analysis page


to locate the total portfolio value
under management, along with details
on asset and product allocation.

You can use this to understand and


align with risk tolerance and optimize
return potential

Further down, you can access the


market cap exposure, debt portfolio
rating exposure, sector exposure etc.

You can use this to suggest


diversification and a well-balanced
investment portfolio

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