i-Wealth Fund

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i-Wealth Fund

i-Wealth Management LLP is an investment management company, headquartered in Mumbai. It manages SEBI registered category III AIF named as "i-Wealth Fund". Our purpose is to generate higher risk-adjusted returns for clients in the Indian equity market.

Fund Snapshot

Year of Inception 2018
Number of Stocks 20-25
Investment Horizon Medium term (9-12 months)
Fund Managers Mr Bharat Jain

About Company

The investment management firm i-Wealth Management LLP is based in Mumbai. It runs the “i-Wealth Fund,” a SEBI-registered category III AIF. Our goal is to provide clients with higher risk-adjusted returns in the Indian equity market.

About Fund Manager

Bharat Jain - i Wealth

Bharat Jain  ( CFA ) 

Bharat Jain, a CFA Level 2 and founder & CIO of the firm, leads its investment philosophy and deployment process. Bharat has been in the markets for more than 20 years in diverse roles, including a stint at ENAM Securities. In the last 14 years, he has been focusing on investment management , advisory & fund management leading an accomplished  team of financial analysts to deliver market-beating returns.Based on his experience of having seen many market cycles, a healthy curiosity has led him to independent study financial economics, derivatives, fundamentals, behavioral economics, intra-market and technical analysis. These studies have led to the creation of proprietary economic indicators , derivative & fundamental models and understanding of participant behavior.

Unique Feature

Category III, closed ended long-only AIF

Investment Philosophy

We strongly believe and work on-

C-Cyclicality

Q-Quantative Audit

P-Processes

R-Risk Management

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For any queries, contact us on Mobile: +919561619571, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.