Investment adviser · CRD 302103

IIFL WEALTH MANAGEMENT LIMITED

Investment adviser filing (IA)

MUMBAI, MAHARASHTRA, India · Form ADV filed Feb 11, 2020

Regulatory AUM
$337M
Form ADV · Item 5.F
Client accounts
87
Accounts, not individual clients
Employees
589
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals38$295,143,41487.7%
Corporations & businesses10$22,807,6156.8%
CharitiesFewer than 5$11,172,7593.3%
Individuals35$4,483,1641.3%
Other clientsFewer than 5$3,109,9440.9%
Filing source

Form ADV 1378749 · Feb 11, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 11, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Fixed · Performance-based

Principal office

IIFL CENTRE, KAMALA CITY, SENAPATI BAPAT MARG, LOWER PAREL
MUMBAI, MAHARASHTRA, 400013, India

CRD 302103

Filing source

Form ADV 1378749 · Feb 11, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.