IIFL Private Wealth

Overview

The firm combines advisory, investment execution, alternative investment funds, lending solutions, estate planning, and family-office support. Its investment platform covers equity, real estate, and high-yield debt, with research and customized investment ideas for clients.²³

History

IIFL Wealth Management Limited was incorporated in 2008. The firm records international expansion in 2009, including offices in the United States, Dubai, Singapore, and Mauritius.¹⁸

Timeline

1. 2008IIFL Wealth Management Limited was incorporated in 2008.
2. 2009The firm records international expansion in 2009, including offices in the United States, Dubai, Singapore, and Mauritius.

Leadership

Karan Bhagat serves as Founder, Managing Director, and Chief Executive Officer.⁴

Yatin Shah is Co-founder and Joint CEO, Wealth, with responsibility for the wealth practice, client services, marketing, and client experience.⁵

Girish Venkataraman is Head of Estate Planning, focusing on estate-planning work for ultra-high-net-worth clients.⁶

Himadri Chatterjee is Head of Advisory and leads a specialized key-clients group that customizes platform solutions and provides investment counselling.⁷

Services

IIFL Wealth describes its services as wealth management, asset management, lending solutions, estate planning, and family-office services. Its investment offering includes research, execution, alternative investment funds, and customized investment ideas across equity, real estate, and high-yield debt.²³

What the firm offers

• Investment management
• Estate planning
• Private and alternative investments

Client Focus

The firm focuses on high-net-worth and ultra-high-net-worth clients, including clients seeking coordinated investment, estate-planning, lending, and family-office support.²⁶

Approach

IIFL Wealth describes a fee-based advisory model centered on goal-oriented counsel and transparent client servicing. Its advisory team also emphasizes customized platform solutions and investment counselling for key clients.⁷¹⁰

Regulatory Status

A Form ADV filing identifies IIFL Wealth Management Limited as an investment adviser registered with the U.S. Securities and Exchange Commission under SEC file number 801-116995 and CRD number 302103. The filing also lists registration with India’s Securities and Exchange Board of India.⁹

FAQs

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• GuideMultifamily office fees

  This page gives readers a starting point for understanding how multifamily office fees may be structured and what services can affect costs. It can help a family or business owner ask clearer questions about pricing for investment management, estate planning, private investments, lending, and family office services.

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Sources

1. IIFL Wealth Information Memorandum
2. IIFL Wealth Annual Report 2018-19
3. IIFL Wealth Investment Products
4. IIFL Wealth Leadership Team
5. IIFL Wealth Leadership Team
6. IIFL Wealth Leadership Team
7. IIFL Wealth Leadership Team
8. IIFL Wealth Information Memorandum
9. SEC Form ADV Filing
10. IIFL Wealth Annual Report 2018-19

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.