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Iifl Wealth Portfolio Managers Limited
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Overview Share
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Mumbai, India
$328.6 million AUM
1 office

Iifl Wealth Portfolio Managers Limited is based in Mumbai, India and has $328.6 million in assets under management.

Location
Iifl Centre, Kamala City, Senapati Bapat Marg,
Lower Parel
Mumbai, India 400013
Contact
$328.6 million
AUM
6
Employees
AUM Share
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$328,595,098
Assets under management
32 clients
Number of clients
Average investment size is $10,268,597
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 16 $10,289,123 3% $643,070
Pooled investment vehicles 16 $318,305,975 97% $19,894,123
Employees Share
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6
Employees
2
Investment analysts
33% of total employees
AUM per employee Share
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$328,595,098
Assets under management
$54,765,850
AUM per employee
$164,297,549
AUM per investment analyst
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Compensation

Iifl Wealth Portfolio Managers Limited makes money through the following ways:

  • Fixed fees
  • Performance-based fees
Services offered

Iifl Wealth Portfolio Managers Limited provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Real estate broker, dealer, or agent
Firm data Share
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CRD number 307,146
SEC number 801-118325
Legal structure Other (specify)
Legal governance India
Latest ADV filing date March 11, 2020

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