Our team brings together dynamism and experience, with a diverse pool of talent.
Our senior team members, who joined us from some of the largest financial services platforms, possess rich capital market experience across cycles, and the best of practices from their previous organizations, which help us blend sound advisory and time-tested processes for the benefit of our clients.
Our relationship managers are multi-faceted and come from diverse backgrounds with skill sets such as client handling, requirements analysis, investment facilitation and managing investment portfolios.
Our Central Advisory team is a group of well-qualified professionals who work closely to provide customized investment solutions to achieve client’s financial goals. This team works on the overall investment strategy and constructs portfolios in alignment with the client and the firm's investment approach. The diverse background and varied experience of the team members help in providing multiple perspectives to any analysis and refine the service offerings to our clients from time to time.
Our Operations team brings together a pool of talent, with members complementing each other in areas such as reporting and accounting, investment execution process development, customer relations, business analytics, customization solutions and more.
Joining hands with IIFL Wealth Management has strengthened us further due to the vast experience and proven expertise, diversified fund offerings, cross-functional and dedicated teams of experts, disciplined approach to capital management; robust risk governance and an enviable global presence.