In India, IIFL Asset Management was among the first to create Alternative Investment Funds (AIF). Each of our alternative funds goes beyond the conventional investment field and discovers unique possibilities no matter what barriers may be in place. This portfolio includes credit extended to corporates and individuals across geographies.AIFs provide an opportunity for our investors to wend their way into stocks beyond the average investor’s reach. Real estate, venture capital, hedge funds, commodities, pre-IPO placements and derivative contracts can benefit the portfolio through diversification. AIFs can also invest in listed equities, although the structure allows for investments in securities not available through the regular mutual fund platform.IIFL AMCs portfolio management team thinks that there are no signs of panic selling by investors, but instead, it can be attributed to an integral part of the stock market cycle. However, the Credit portfolio for banking and financial services increased by 24%.
|Year of Inception||2016|
|Number of Stocks||15-30|
|Investment Horizon||3-5 years|
|Fund Managers||Amit Mehta
Dr. Rahul Salvi
IIFL AMC Equity Market Update Domestic
IIFL Asset Management is a part of the IIFL Wealth Management organization. IIFL Asset Management is an India-based, international asset management company. Their bespoke solutions allow sophisticated investors all over the world to participate in India’s exciting development. They can take advantage of India’s potential as a distinct asset class for long-term expansion because of our methodical and active management approach.
At IIFL Asset Management, we place a premium on high-conviction investment ideas. Co-investing with our investors allows us to match our investment strategies to their interests. Unsurprisingly, world-class Foreign institutional investors (FIIs) and prominent High Networth Individuals (HNIs) have put their faith in them.
“Highly reputable: innovatively structured, investment strategies.
“The IIFL Asset Management platform is trusted by discerning HNIs and Ultra-High Net Worth Individuals (UHNI) investors, family offices, and organizations for its rigorous, research-led methods. We concentrate on a long-term view with thorough financial due diligence to achieve the objectives of capital preservation and top-quartile performance during market cycles.Onshore and offshore asset management are two services offered by IIFL Asset Management. A diverse range of mutual funds, alternative investment funds, and venture capital funds includes public and private equities, fixed-income bonds, and real estate. A unique services bring out the entrepreneurial spirit, agility, and speed of execution of a boutique asset management firm while still meeting a large corporation’s highest corporate governance standards with a long-term focus.That said, the approach to asset management is built on a foundation of trust. The principles, based on trust, transparency, and collaborative culture, encouraged to start this business and continue to be driven today. The risk management approach, which employs a framework of solid risk governance to produce known outcomes, fits the thought.The employees are empowered by our organization’s IIFL Wealth group structure, which includes significant employee ownership. They operate as if they were the owners and use a fiduciary mentality to achieve results. The investment advantage comes from a robust and resilient team skilled at finding high-yield opportunities and proactively detecting changing macroeconomic trends. Our investors access cross-functional specialists with local expertise who primarily use a long-only approach based on fundamentals.
How long has IIFL Asset Management been in business?
IIFL Asset Management was founded in 2016 as a subsidiary of IIFL Holdings Ltd, one of India’s leading financial services companies.
What is IIFL Asset Management's investment philosophy?
IIFL Asset Management seeks to generate long-term capital appreciation for its investors through a disciplined, value-based approach to investing.
What are the different types of products offered by IIFL Asset Management?
IIFL Asset Management offers a variety of products and services, including IIFL Mutual Fund (equity funds), IIFL Private Wealth Management (wealth management solutions) and IIFL Asset Advisory Services (asset advisory).
About Fund Managers
Amit Mehta ( Fund Manager )
Amit Mehta, Senior Executive Vice President | Fund Manager – Private Equity, IIFL AMC, Amit has over 12 years of investing experience in India. Amit joined IIFL AMC in 2016 and has been a member of the Private Equity team since then. He has worked in a number of sectors throughout his career, including financial services, consumer & healthcare.
Anup Maheshwari as Chief Investment Officer and Whole-Time Director of IIFL Asset Management. Anup is liable for the investment and strategy for IIFL AMC’s business including collective finances and Indispensable Investment Finances (AIFs). He plays a crucial part in meeting the company’s aggressive growth pretensions as well as product development and contriving an innovative investment strategy.
An alumnus of the Indian Institute of Management, Lucknow, he has over 25 times of work experience in the financial services sector. Prior to joining IIFL Asset Management Limited, he has been associated with DSP Investment Directors Private Limited ( formerly known as DSP BlackRock Investment Directors Private Limited) over 21 times as an Administrative Vice President & Chief Investment Officer. He was also associated with HSBC Asset Management (India) Private Limited & Merrill Lynch India Equities Fund (Mauritius) Limited.
- IIFL Asset Management’s essential principles are at the heart of the approach and guide all investment actions:
- Capital preservation with opportunity for rapid growth: prioritizing capital preservation. It’s blended with value creation through options with substantial inherent value, fair valuations, and exceptional risk-reward characteristics.
- Active management with a long-term perspective: The success of our firm is based on these principles. We manage assets along with an optimum risk and return spectrum in keeping with this perspective.
- Local expertise and rigorous research: using deep local knowledge and research-based skills to negotiate changing environments. implementation of a thorough investment management approach and robust risk control measures.
- Ethical and responsible investment: Trust and ethics are critical to us at IIFL Asset Management. incorporating environmental, social, and governance concerns into our investment management method.
We forgo fixed management costs in favour of performance-based compensation for some of our funds. An external team supports the investment team with expertise, experience, and governance best practices.
Through long-term wealth creation for our investors, we provide a stake in the company to managers and staff through our unique corporate structure. Our investor-first approach puts trust before profit.
It is the best way to maximize your money and minimize risks at the same time, which can be achieved by taking proper Financial advice from an expert Insurance advisor who understands all factors of an investment company, including Insurance products. IIFL AMC offers a wide range of Insurance advisory services.
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.