IIFL Wealth
India's Premier Wealth Management
Smart Wealth ManagementQuantitative Investment Pioneer
IIFL Wealth is committed to delivering professional wealth management solutions, offering exclusive access to Pre-IPO, OTC opportunities, quantitative fund strategies, and advanced stock analysis systems. Helping you achieve your financial growth goals.
Core Services
We provide comprehensive wealth management solutions, combining traditional wisdom with modern technology
Product Systems
Advanced technology platforms providing strong support for your investment decisions
- Real-time market data analysis
- Multi-factor quantitative models
- Risk control systems
- Flexible margin solutions
- Real-time trade execution
- Intelligent risk management
Our Business Approach
Based on four core pillars, providing excellent wealth management services to clients
About IIFL Wealth
IIFL Wealth and Asset Management is one of India's largest and fastest-growing private wealth management companies. Founded in 2008, we have grown steadily and now manage assets of ₹1,67,746 crores as of March 31, 2019.
Business Architecture
Wealth Management
Providing specialized comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth individuals, affluent families, family offices, and institutional clients
Asset Management
Diversified suite of alternative investment funds, portfolio management schemes, and mutual funds covering public and private equity, fixed income securities, and real estate
Global Network
Wide network of over 900 employees operating across 33 offices globally
Leadership Insights
Expert insights shared by Mr. Yatin Shah, IIFL Wealth Management
1Unique Opportunities & Strategies
- • Unique listed equity strategies providing consistent alpha opportunities
- • Leveraging IIFL's strong alternative investment capabilities
- • Curated high-conviction direct co-investment opportunities
- • Exclusive global investment opportunity access channels
2Differentiated Engagement Models
- • Deep personalized relationship building
- • Partnership-style engagement approach
- • Proprietary research and market insights
- • Transparent regular communication mechanisms
3Family Office Solutions
- • Comprehensive wealth management integration services
- • Multi-jurisdictional planning solutions
- • Transparent single-fee advisory model
- • Cross-generational wealth transfer planning
4Risk Management Technology
- • Advanced digital platforms and AI technology
- • Real-time portfolio monitoring
- • Advanced risk analysis and stress testing
- • Personalized reporting and analytics
"By integrating strong alternative investment capabilities, global investment channels, and unparalleled structured credit solutions, IIFL Wealth Management provides a unique differentiated proposition within a collaborative, transparent, and comprehensive advisory framework."
Yatin Shah
Joint Chief Executive Officer,IIFL Wealth Management
Client Engagement Models
We provide transparent and flexible engagement models, tailored to meet different client needs and preferences
Complete Alignment
Maintaining complete alignment of interests and transparency with clients
Robust Process Control
Focus on robust processes and risk management controls
Open Architecture
Multi-manager selection and asset class diversification
IIFL-WM Benefits All Stakeholders
Client Benefits
- • Addresses evolving needs
- • Process-driven approach
- • Alignment of interests
Employee Benefits
- • Deeper client engagement
- • Advisory relationship vs product-driven
- • Professional development opportunities
Company Benefits
- • Increased revenue in fee form
- • Higher wallet share
- • Better risk management
Download Our Mobile App
Take control of your wealth management on the go. Access your portfolio, track investments, and stay updated with market insights anytime, anywhere.
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Start Your Wealth Growth Journey
Contact our professional team to learn how to achieve your wealth goals through our quantitative investment solutions.