WHAT WE OFFER

  Financial Planning

At Investments Fund Services, we understand the overall financial standing & help our clients make critical investment decisions to meet their short & long-term financial goals. We serve our clients with a focused approach, we have categorized our clients into two distinct categories: Privilege and Preferred.

  • Privilege - our esteemed customers who come to us for availing specific products and services. Product requirement is predefined and they just cherry-pick from our wide range of offerings.
  • Preferred - our valued customers to whom we offer customized financial planning solutions through detailed client profiling and taking a holistic approach by considering the investments across asset classes. Here, investments are strategically planned to meet financial goals throughout their life and beyond generations.

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  • Product Offerings
    • Broking: Equity & Derivatives | Commodities | Currency Futures | Forex Advisory
    • Distribution: Mutual Funds, Deposits, Bonds, IPO’s etc
    • Others: PMS, Structure Product, Research & Advisory, etc.
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  Portfolio Management

Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal investment avenue for high net worth investors.

  • Experienced fund managers
  • Strong and active risk management
  • Diversified portfolio to reduce risk
  • Active and regular monthly review
  • Quality stock selection
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  Wealth Management

IFS Private Wealth Management provides wealth management services to high and ultra-high-net-worth worth individuals (HNIs & UHNIs). We create customized bespoke financial strategies utilizing appropriate financial products and services for managing your hard-earned wealth.
In addition to our custom-designed solutions, we focus on 'uncomplicating' the entire process of Private Wealth Management for each client. Our focus on building long-term relationships defines our business. Our advisory backed by a strong product and research team underscores the unmatched value of the IFS proposition.
In our view, effective and holistic wealth management is about three critical aspects:
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  • Generating CONSISTENT & SENSIBLE RETURNS that can beat inflation and create wealth
  • Building SAFETY NETS to protect one's wealth from unforeseen circumstances
  • Building an ESTATE PLAN to ensure near-zero transmission loss while transmitting wealth to the next generation

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  Investment Banking

IFS Investment Banking over the years has evolved into a leading partner for Mid-cap growth companies. IFS's team comes from various industry backgrounds with domain knowledge and has successfully executed some complex and novel transactions in the past.
We provide seamless solutions to a wide range of clients by leveraging our teams across various industries, multiple product groups, and geographies. Our rich experience and strong institutional investor relationships help clients meet their strategic, financing, and growth objectives.
The team is focused on planning & development of strategic deals as per the current state of economic affairs to maximize revenue and navigate regulatory requirements
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  • Exploring value maximization strategies
  • Developing company positioning and all documentation for potential buyers
  • Developing buyers lists and managing all communications with potential buyers
  • Managing due diligence, data rooms, site visits, and all buyer investigations
  • Evaluating bids and negotiating and executing final transactions and documentation

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  Estate Planning

Estate planning is the process by which an individual or family arranges the transfer of his assets in the event of death or incapacitation.
An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.
A comprehensive estate planning exercise must achieve the following key objectives:

  • Preserve your assets
  • Ensure timely transfer of assets to desired beneficiaries
  • Pay the least amount of taxes
  • Plan for Incapacity
  • Selection of Executors and Trustees

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  Family Office

We begin by understanding your family wealth management objectives and priorities alongside your overall family and corporate circumstances and the nature of your estate. We, then determine your goals and help you set out a sound approach for effective solutions.
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  • WEALTH TRANSMISSION AND SUCCESSION

    Be it a will, a living trust, or a gift, it is important to identify appropriate structures to transmit your estate, taking into account the nature of the estate and the composition of beneficiaries, based on your determination of “who” gets “what” and “when”.

  • WEALTH PROTECTION AND PRESERVATION

    Wealth preservation can often be even more difficult than wealth creation. Preserving your legacy requires you to think about issues including potentially misguided extravagance, professional liabilities, and key man risks, amongst others. Our in-house wealth management advisory services specialists can help you identify suitable ways to preserve your estate and ring-fence it from such risks.

  • FAMILY & BUSINESS

    Family first or business? Given the large entrepreneurial demographic in the country, the involvement of extended families in business, and the frequent lack of distinction between personal and corporate assets, it is important to think carefully about the structure of the estate and how responsibility and accountability are shared. Family governance structures such as family boards, shareholder agreements, and family constitutions can provide a robust framework for managing family-business objectives and avoiding conflicts.

  • PHILANTHROPY SERVICES

    Whether you desire to establish a family philanthropic legacy or an impactful CSR program, we can assist by identifying the answers to key questions ranging from identification of causes to the appropriate structure of giving vehicles.

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