Milestones of growth. Journey of wealth management leadership.

IIFL Wealth & Asset Management is backed by leading global financial institutions like private equity firm General Atlantic, Fairfax Financial Holdings, RIMCO, Ward Ferry, Amansa Capital, Stedview Capital Management, HDFC Life and others.

From a start-up founded by first generation entrepreneurs, Karan Bhagat and co-founder Yatin Shah in 2008, IIFL Wealth & Asset Management has grown into a world-class financial services group in India. The group and its wholly - owned subsidiaries, straddles the complete wealth & asset management space with offerings ranging from wealth management, asset management, credit solutions, corporate finance and trust advisory services.

IIFL Wealth & Asset Management Consolidated Net Worth is US $417 Million.

IIFL Wealth & Asset Management has about US$24 billion assets under advice, management and distribution.

Our Journey

2008

2008

Company commenced operations; largest structured note issuance of its time






*All figures mentioned are as on 31st March 2008
2009

2009

Global footprint established as IIFL Inc set up international offices including US, Dubai, Singapore, Mauritius






*All figures mentioned are as on 31st March 2009.
2010

2010

Cross the `1,500 cr mark for AUM in record time






*All figures mentioned are as on 31st March 2010
2011

2011

Acquired Pune-based Finest Wealth Advisors, adding Rs. 1700 crore to AUM






*All figures mentioned are as on 31st March 2011.
2012

2012

Reached the Rs. 25000 crore landmark in AUM






*All figures mentioned are as on 31st March 2012
2013

2013

Acquired an Asset Management company and Private Equity firm; launched zero fixed, only success fee based AIF






*All figures mentioned are as on 31st March 2013
2014

2014

Took lead in the Alternative Investment Fund space. The size of this business crossed `5,400 crore.






*All figures mentioned are as on 31st March 2014
2015

2015

General Atlantic picks up 21.61% stake in IIFL Investment Managers and this investment is seen as an endorsement to the quality of the team built over the years






*All figures mentioned are as on 31st March 2015
2016

2016

Acquired an NBFC, infusing `900 cr as capital, and renamed it IIFL Wealth Finance Ltd.






*All figures mentioned are as on 31st March 2016
2017

2017

Assets under Management Distribution and Advice crosses `120,000 crore (`1,21 billion) as on 31st March 2017;






*All figures mentioned are as on 31st March 2017
2018

2018

Announced demerger, paving the way for IIFL Investment Managers as a separately listed entity!






*All figures mentioned are as on 31st March 2018
2019

2019

IIFL Wealth & Asset Management files investment memorandum with SEBI






*All figures mentioned are as on 31st March 2019