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