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Equity

IFAN offers an opportunity to its Associates to expand their product basket such that all products can be serviced through a single platform. IFAN has partnered with renowned Equity broker to offer this segment to Associates & their clients.

Associates & their clients get access to view all their investments in a consolidated manner on the platform. There is a flexibility offered to the Associates to adopt either the ‘Franchise’ model or the ‘ referral model’ for this product class. SEBI registration is required to be done for both the models & IFAN assists the IFA to complete the formalities.

1.  Franchise / Business Partner Model:The Associate gets the advantage to install the trading terminals set up in its premises and all trades are executed by the Associate. The Associate thus would be completely involved & responsible for the day –to-day operations of the trades & settlements.

2. Business Development Representative: Commonly known as ‘BDR’ model is a very popular and prevalent term in stock broking industry. This is a referral model wherein the Associate refers his / her clients those who are interested in Equity as a product to IFAN Equity Partner. The Associate is not directly involved in day-to-day transactions of clients & the trades are executed directly between the broker & the client.

This product provides the advantage to IFAN Associates to offer all the asset classes to their clients and continue to monitor and provide a consolidated portfolio view at the same time!



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