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Iifl Wealth Management Limited
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Iifl Wealth Management Limited Share
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Mumbai, India
$336.7 million AUM
1 office

Iifl Wealth Management Limited is based in Mumbai, India and has $336.7 million in assets under management.

Location
Iifl Centre, Kamala City
Senapati Bapat Marg, Lower Parel
Mumbai, India 400013
$336.7 million
AUM
589
Employees
AUM Share
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$336,716,896
Assets under management
87 clients
Number of clients
Average investment size is $3,870,309
97% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 35 $4,483,164 1% $128,090
High net worth individuals 38 $295,143,414 88% $7,766,932
Charitable organizations Fewer than 5 clients $11,172,759
Other corporations or businesses 10 $22,807,615 7% $2,280,762
Employees Share
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589
Employees
2
Investment analysts
0% of total employees
AUM per employee Share
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$336,716,896
Assets under management
$571,676
AUM per employee
$168,358,448
AUM per investment analyst
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Compensation

Iifl Wealth Management Limited makes money through the following ways:

  • Fixed fees
  • Performance-based fees
Services offered

Iifl Wealth Management Limited provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Business activities
  • Distributor
Firm data Share
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CRD number 302,103
SEC number 801-116995
Legal structure Other (specify)
Legal governance India
Latest ADV filing date February 11, 2020

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