Expertise, excellence & execution in wealth management like no other
IIFL Wealth is one of the fastest growing private wealth management firms in India with an AUM of USD 21 billion*. We serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions.
We foster long-term relationships built on trust, transparency and thought leadership. Today, we partner more than 10,000 of India’s uber-rich families to help preserve their trust through a rigorous, research - driven wealth management process and deep long term relationships.
* as on 30th September 2018 across Distribution, AMC/Discretionary, Advisory and Discretionary (offshore) businesses.
At the core, IIFL Wealth is defined by three strong pillars:
- We are a co-owned business – 20.94%* of our firm is owned by employees.
- Our culture of ownership drives accountability and high performance.
- We have one of the lowest attrition rates in the Indian financial services industry.
* as on March 31st 2018.
- Professional, unbiased advice underpinned by a scientific investment process.
- Open architecture product selection which provides unparalleled access to third party products across a wide variety of platforms and asset classes.
- In-house asset management team to create targeted products and solutions.
- Best-in-class technology platform enables ease of reporting, consolidated reviews across advisors, high accuracy and 24x7 availability.
- Robust advisory platform supported by cutting-edge portfolio analytics for fixed income and equity portfolios.
- Comprehensive product platform with expertise across asset classes and products.
* as on September 30th 2018.