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Building 2IIFL WEALTH MANAGEMENT LIMITED

Map pinMUMBAI, MAHARASHTRA
Phone+91 22 39585600
NotebookSEC #801-116995
Total AUM
$336.7M
Employees
589
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
IIFL CENTRE, KAMALA CITY
SENAPATI BAPAT MARG, LOWER PAREL
MUMBAI, MAHARASHTRA
400013
India
Operating Hours
9AM - 6PM
Monday - Friday
Phone
+91 22 39585600

ReceiptFinancials

Total AUM
$336.7M
Accounts
87
Discretionary
$271.9M
Accounts
68
Non-Discretionary
$64.8M
Accounts
19

ContactClients

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Individual Clients
35
AUM
$4.5M
HNW Individual Clients
38
AUM
$295.1M
Charitable Organization Clients
1
AUM
$11.2M
Corporation or Business Clients
10
AUM
$22.8M
Other Clients
1
AUM
$3.1M
Description of Other Clients
SOLE PROPRIETORSHIP, BENEVOLENT FUND

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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