WHO WE ARE?

Welcome to Investors Fund Services. We are a leading provider of financial services and we focus on creating customized bespoke investment solutions. We provide end-to-end private wealth management solutions for High Net Worth Individuals (HNIs), Ultra HNIs, and Corporates alike. We adapt to the ever-changing economic landscape while offering need-based solutions to our clients with a core objective to ensure our clients’ financial well-being. In this regard, we rely on our team of experts and their in-depth domain knowledge to provide a range of strategic investment solutions that are process-driven and focused on your short and long-term financial goals. Our range of financial planning and wealth management service is sophisticated yet simple to understand. We understand that wealth means more than just numbers and it reflects in the way we approach our relationships. Research & domain expertise of today’s financial world and sensitivity to future trends enables us to provide timely and impactful financial services.

OUR PHILOSOPHY

Our endeavor is to offer unbiased, simple and easy to implement investment solutions to help you meet your financial goals. We adopt a disciplined and structured advisory process and provide you with holistic and customized portfolio recommendations. We adopt a PGA (Protection, Growth, and Aspirational) Model for Advisory i.e. for every investor, we allocate their assets into one of three categories depending on their personal risk profile.

The Four Pillars of Private Wealth Management at IFS:

P

Protection

Protection

Investments carry the least risk to the capital and is very liquid.

G

Growth

Growth

Investments are actively managed and will aim to outperform benchmarks for those asset classes

A

Aspirational

Aspirational

High risk, high return investments, where capital may be at risk however the potential return can be quite high

OUR VISION

To be a leading provider of wealth management solutions backed by superior advisory capabilities for our clients and creating exceptional value.
Do not impose lock-in on client funds. This gives the flexibility to deploy wealth for the client’s life needs.

founder
FOUNDER

SANJEEV KUMAR RAI

Sanjeev is a management graduate in finance and marketing with various market capital certifications. Sanjeev has more than a decade of rich experience in Financial planning, wealth management, and asset allocation portfolios. Prior to founding, IFS Sanjeev has worked with organizations like HSBC & HDFC managing large investment portfolios. His thorough understanding of capital markets, macro & microeconomics, and various sectors has helped clients creating superior alpha in their investment portfolios. Other than capital markets. He also constantly tracks sectors like Infra, Banking, and consumers. Sanjeev shares his views and inputs on various investor platform. Sanjeev has been counseling wealthy families, business owners, Corporates Houses on their Investments, Tax Planning, and Estate planning matters.