FINANCIAL WELLBEING
REDEFINED

STRATEGIC INVESTMENT SOLUTIONS

WEALTH MANAGEMENT COMPANY

We are here to assist you in your quest to achieve your financial goals and to secure your legacy – for yourself and for your future generations. Our endeavor is to offer unbiased, simple and easy to implement investment solutions to help you meet your financial goals.

Financial Planning

We understand overall financial standing & help you make critical investment decisions to meet your short & long term financial goals.

Wealth Management

We create customized bespoke financial strategies utilizing appropriate financial products and services for managing your hard-earned wealth.

Investment Banking

Advisory on planning & development of strategic deals as per the current state of economic affairs to maximize revenue and navigate regulatory requirements

Estate Planning

Our aim is to help you preserve your wealth for the intended beneficiaries and provide enough flexibility for the years you live.

OUR USP

At IFS we are dedicated exclusively to serve High Net Worth Individuals and business families in areas of Wealth Management through well-established principles of Comprehensive Financial Planning.

Widest range of product suites

Customized wealth solutions backed by research

Qualified professionals with an excellent understanding of markets and their domain

Process-driven advisory model in line with clients financial needs

  • Widest range of product suites
  • Customized wealth solutions backed by research
  • Qualified professionals with an excellent understanding of markets and their domain
  • Process-driven advisory model in line with clients financial needs

Product Offering

INVEST BANKING & Loan Facilities
  • Private Equity Opportunities
  • Pre IPO Placements
  • Merger & Acquisitions
  • Project Financing
  • Debt Syndication
  • Working Capital Facilities - Fund & non fund based
  • Loan against MF, Shares & properties
  • Term Loans - Corporate & Equipment financing
Wealth Management
  • Mutual Funds
  • Insurance - Life & General
  • Direct Equities, Commodities & Derivatives
  • Depository Services
  • PMS Discretionary & NDPMS
  • Offshore Investment Products
  • Innovative Structured Products - Customized Solutions
  • Other Venture Capital Funds

ABOUT US

Investor Fund Services

IFS is a leading Private Wealth Management firm that caters to various financial needs of HNIs, Ultra HNIs, and Corporate. We adapt to the ever-changing economic landscape while offering need-based solutions to our clients. Our core business objective is to ensure our clients’ financial well-being. In this regard, we provide a range of strategic investment solutions by leveraging our deep domain knowledge and research capital.

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