Investor Presentaiton
18
WEALTH MANAGEMENT
AUM by Products YoY (Rs. Cr.)
■ PMS - Discretionary / Non-Discretionary / Advisory Mutual Funds Distributed
■Managed Accounts Distributed Equity Stocks Structured Notes and Bonds -
■PMS - Discretionary / Non-Discretionary/Advisory
Yield (%)
AUM by Products QoQ (Rs. Cr.)
■Managed Accounts Distributed Equity Stocks Structured Notes and Bonds
Mutual Funds Distributed
Yield (%)
0.66%
0.64%
136,021
141,207
0.95%
0.95%
141,207
129,919
134,506
0.82%
129,919
15,812
125,369
20,543
20,543
17061
16,851
13,834
15,812
110,833
0.54%
0.55%
0.76% 26,610
27,575
29,147
29,971 0.51% 26,610
17,771
27,575
30,816
85,839
24,524
25,524
24,524
18,898
22,805
0.53%
22,805
23,122
23,277
21,832
59,049
17,425
17,708
17,115
12,015
53,448
8.967
55,012
48,164
37,214
26,136
74
16,082
8.714
307
207
FY 16
FY 17
1,666
FY 18
FY 19
FY 20 9M
53,448
55,012
54,869
54,568
54,012
4,875
FY 19 Q3
8,714
FY 19 Q4
10,306
FY 20 Q1
11,354
FY 20 Q2
16,082
FY 20 Q3
Net Revenues by Products YoY (Rs. Cr.)
■PMS - Discretionary/Non-Discretionary/Advisory
■Managed Accounts Distributed
Other Brokerage / Syndications
Net Revenues by Products QoQ (Rs. Cr.)
Equity Stocks
Mutual Funds Distributed
Structured Notes and Bonds
ROA on Loans
PMS - Discretionary / Non-Discretionary/Advisory
■Managed Accounts Distributed
Mutual Funds Distributed
Other Income
931
46
919
Other Brokerage / Syndications
Equity Stocks Structured Notes and Bonds
Other Income
ROA on Loans
23
204
43
199
173
190
20
206
179
691
222
2 10
10
40
67
61
29
28
67
542
60
78
48
110
143
451
113
38
155
61
45
48
63
58
47
387
56
23
6
276
174
7
8
119
205
47
93
23
20
27
39
34
7
9
8
8
131
148
176
163
66
27
29
22
21
23
11
4
-22
-17
(26)
FY 16
FY 17
FY 18
FY 19
FY 20 9M
FY 19 Q3
FY 19 Q4
FY 20 Q1
FY 20 Q2
FY 20 Q3
1. Yield = Current year Revenue/Avg AUM. (Current year AUM / Previous year AUM)
IIFL
WEALTH & ASSET
MANAGEMENTView entire presentation