Customer-first approach. Ownership-led accountability. Trust-driven advice.
Helped large family offices and corporate treasuries preserve and grow their wealth.
At IIFL Wealth, we believe that the key to managing portfolios successfully is process and discipline. Our focus, therefore, is on providing individuals and institutions with strategic wealth management advice and implementing strategies through razor-sharp execution.
Almost a decade ago, we pioneered an approach that focused on the method of managing money – building an investment plan, customized to your risk-return expectations, followed by periodic review of your portfolios. Our experienced investment specialists factor in your tax and wealth holding structures. Aided by our strong open architecture platform, this process works to help you make a well-considered investment decision.
Our Strong Pillars
ApproachAt IIFL Wealth, our approach is highly collaborative. Our processes are designed to ensure that you understand the underlying strategic rationale in our investment advice and how it dovetails into your overall wealth strategy.
PlatformOur open-architecture investment selection is based on a rigorous research-led process. Customers benefit from preferential access to some of the best product providers across the world.
StructureA transparent and flexible all-in-fee* structure, means that our advice remains unbiased and uninfluenced by the number of transaction or product commissions. This transparency ensures optimum cost and safeguards the portfolio from any hidden layers of fees.
*All-in-fee structure does not include underlying product fees.