Wealth Desk & Fees

Managing wealth is not easy, especially with the ever growing needs and products. In this fast paced world, there is a need for simplicity and consolidation. One need to stay ahead, stay informed and stay in control of his finance, for which tools are required. IIWALA WEALTH DESK CLIENT is just that online management tool integrated with latest technology.

IIWALA Wealth Desk offers its clients a comprehensive, online flexible account which consolidates all the portfolio information in a single window and in a very very simple lucid manner. Which enables you to get all the required informed of your finances and puts you in complete control to take smart investment decisions any time anywhere.

Key Features of Client Wealth Desk

  • Online Access - Now you can store all your portfolio, transaction information in multiple products through IIWALA Wealth Desk and get access anytime, anywhere....
  • Meaningful Portfolio Reportsneed - It enables you to accede insightful reports that you to know about your portfolio and take informed investment decisions.
  • Flexible Consolidation Facility - It is a great feature which literally takes consolidation to the next level and allows you to consolidate multiple accounts and view your entire family portfolio on a single desk
  • Automatic Updates - Your portfolio is automatically updated* on a daily basis so that you get the latest, true picture of your portfolio.
    *Online updating facility is only the for portfolio done through IIWALA and/or where product prices are available in the market at such frequency

Inside IIWALA Wealth Desk

  • Managing  Financial Products 
    Wealth Desk Client is a truly comprehensive account that gives you a consolidated view of almost all your investment/financial products like:
    • Life Insurance
    • Health Insurance
    • Domestic Mutual Funds
    • Fixed Income Products (PPF , TAX Relief Bonds etc)
    • Storage Space for Policy Documents
    • Uploading 80-C, 80-D forms etc.
    • Equity Shares
    •  
  • Administration
    • Transaction entering facility for products (non- MF)
    • Flexibility to offer transaction administration to Partners
    • Query posting modules available online
    •  
  • Services   (Enjoy the extra value added services)
    • Billing information available online and sent over e-mail 
    • Transaction confirmation for MF over e-mail / SMS
    • Valuation  Reports sent over e-mail at regular intervals

How to be a part of IIWALA Financial Service?

To avail the management tool facilities and service offered by IIWALA, We have segregated our offerings under four category and heading (check other service page for more info):

1.  BASIC: 1,500/- INR Need Analysis are done for the individual for and then Insurance Product are recommended to people as per their requirement. (We currently provide this services for FREE)

2.  STANDARD: 2,500 INR (Inclusive of all FP Service Charges of 1,500/-) 

This plan is suitable for you to understand your current Insurance & Basic Financial position. To check whether investment made and insurance investment which you have made is in accordance to your goals? Do you have sufficient insurance coverage (Life & Health) ? Budgeting and cash flow analysis will help you understand where you stand in terms of finance, do you have sufficient funds in order to meet any contingencies.

  • Financial Health Check-up and Ratio analysis
  • Cash Flow Management
  • Goal Planning.

 3.  PREMIER –7,500 INR (Inclusive of all Professional Service Charges of 5,000/-)

If you are looking for more than just analyzing your situation beyond insurance and financial planning service, And are looking for more comprehensive approach towards planning your finance to achieve your bigger goals with Moderate Risk taking capacity, Premier plan is the best option for you. Your plan will be reviewed twice in year and reports will be provided for the same. Recommendations on investment and insurance alternatives will be given. It also has option to have individual account for the entire family members which makes management very easy. (4 Members)

This plan is also best for those people who are capable enough to take their financial decision and are financial professional itself who are just looking for self managing tool. Without our professional service it comes in just for 2,500/- p.a. with no charges extra for alerts and messaging services. Charges are half when compared to other tools available in market and are mostly preferred by independent financial advisor.

4.  PLATINIUM – 25,000 INR (Professional Service Charges)

This Plan is Purely A Core Investment Services which is just started and is serviced for very limited people. Best for Business Class, HNI & NRI people open for High Risk and looking for short term very good return who have knowledge on equity investment and do there monitoring for the investment made. It is purely a professional advisory support for daily trading of stock and shares.