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IIFL SPECIAL OPPORTUNITIES FUND – SERIES 10

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About Company

The IIFL Wealth group includes IIFL Asset Management. IIFL Asset Management is a worldwide asset management organisation with a concentration on India. Our innovative offerings allow smart investors from all over the world to join in India’s remarkable economic narrative. They are familiar with the peculiarities that characterise India’s demography and demand. We can tap into India’s potential as a unique asset class for long-term development thanks to a rigorous and active management style. Our extensive understanding of the India narrative allows us to develop investment strategies that deliver long-term risk-adjusted returns.

They focus on high-conviction investing ideas at IIFL Asset Management. Co-investing with our investors allows us to better match our investment strategy with the interests of our investors. Not surprisingly, top HNIs and world-class FIIs put their faith in us.

Our workers are empowered by the IIFL Wealth group structure, which includes considerable employee ownership. They perform as if they are business owners, delivering outcomes with fiduciary responsibility. They get their investment advantage from a strong, tenacious staff that knows how to spot high-yield possibilities and anticipate changing macroeconomic trends. Our investors have access to cross-functional specialists with local specialisations that mostly use a long-only, fundamentals-based strategy.

Fund Snapshot

Track Record Pre-IPO Fund
IIFL Competitive Advantage: Co-Investor Network
Preferred Sectors Financial Services, Consumption, Healthcare
Deals Worth INR 2,000 Cr under evaluation
Investment Horizon 5 Year

Investment Philosophy

The IIFL Asset Management platform is trusted by discerning high net worth (HNI) and extreme high net worth (UHNI) investors, family offices, and institutions to deploy rigorous, research-driven strategies that deliver on promises. They take a long-term approach and do thorough financial due diligence in order to attain the goals of capital preservation and top-quartile performance throughout market cycles.

Simply expressed, our methodology is founded on a disciplined approach to asset management. Our ideals, which are based on trust, openness, and collaborative culture, inspired us to create this company and continue to push us today. Our investing philosophy is complemented by our investment strategy, which uses a framework of strong risk governance to deliver predictable results.

Capital preservation combined with opportunistic development creates value

The protection of capital is a top objective for IIFL. They combine it with asset creation by pursuing opportunities with high intrinsic value, appropriate valuations, and a disproportionate risk-reward profile.

Long-term planning and active management

Our success is based on an active management strategy and a long-term perspective. In line with this philosophy, IIFL manages assets in a risk-return spectrum that is optimal.

Local knowledge and thorough research

To handle unpredictable markets, IIFL uses our in-depth local understanding and research-driven competence. They use a standardised investment management methodology and effective risk management tools.

Unafraid to try new things

IIFL is an outlier and a dissenter. They are not scared to swim against the current if they believe there is worth in it.

Investments that are both ethical and responsible

Trust and ethics are extremely important to us at IIFL Asset Management. In our investment management approach, IIFL considers environmental, social, and governance considerations.

IIFL’s research and investments team use a top-down method to identify the best-performing sectors, as well as a bottom-up, fundamentals-based approach to pick stocks within these sectors. They follow a similar strategy when it comes to debt investments, where IIFL is continually looking for ways to profit from the disparity between the market and the intrinsic value of debt instruments. The portfolios are well-diversified, risk-adjusted, and well-researched. Portfolio Management solutions from IFL help investors protect and increase their assets while reducing risk and volatility.

Investment Focus

  • Mid-to-late-stage deals
  • Segment leaders
  • Profitable Companies
  • Companies with prior institutional backing

IIFL AMC: Private Equity Credentials

Team: Season Private Equity specialists with an average of 15 years of experience, 12 full-time professionals. All senior team members have worked at other PE firms and have extensive networks and ties.

Approach: Deep awareness of and concentration on the financial, consumer, and healthcare sectors; entrepreneur-first culture

Network: Early access to deals/first-to-market, and a dominating market share in late-stage investments, as well as unique diligence capabilities thanks to the IIFL Founder network of over 7,000 people.

Performance: 28.5% average PreIPO strategy IRR, 29.9% average PreIPO strategy IRR, 65+ companies invested in Pre-IPO Strategies, INR 7,000 Cr exits delivered

Scale: Since 2017, INR 20,909 Cr has been handled across strategies, with INR 18,368 Cr in Pre-IPO strategies.

Investment Strategy

  • Concentrated portfolio: 15-20 companies with proven businesses seeking IPO in 3 years.
  • Relationship and influence: Incumbent PE investor (s) known to IIFL
  • Focus sectors: a detailed PoV on the industry and the company 
  • Performance: Industry/category leadership
  • Flexibility: Deal terms/structure: primary and secondary
  • Exit: Clear path to IPO or committed strategic exit

PRE-IPO Funds: Key Advantages

  • Private equity style investing in near-liquid stocks
  • Institutional access to high demand IPOs
  • Risk management
  • Reduced lock-in
  • Exit optimisation

About Fund Managers

Mr. Goenka:IIFL Asset Management

Anshuman Goenka
At IIFL Asset Management, Anshuman Goenka is the Head of Private Equity. Mr Goenka will be responsible for overseeing IIFL Asset Management’s Private Equity (PE) practice in finding growth opportunities and driving investments. He has almost two decades of expertise in private equity, investment banking, and consultancy.

Prior to joining IIFL AMC, he worked for Investcorp India (formerly IDFC Private Equity), where he oversaw healthcare and financial services coverage as well as consumer investments. He formerly worked for Standard Chartered Private Equity and Baer Capital Partners. Prior to joining BCG, Accenture, and Rabo India, he worked at BCG, Accenture, and Rabo India. He graduated from the Indian School of Business in Hyderabad with an MBA and an MA in Economics from Cambridge University. He graduated from St. Stephen’s College with a bachelor’s degree in Economics. He holds a CFA Charter from the CFA Institute in the United States.

Anup Maheshwari:Chief Investment Officer and Whole-Time Director, IIFL Asset Management

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.

Investment Experts

Our investment experts are certified and experienced financial professionals who follow our values, ethics, and trust values. We produce considerable alpha relative to the index or traditional mutual fund standards by using market inefficiencies not available to normal investors.

Transparency

Our charges and yearly management fee structure are clear, and our expense ratio is lower than other equity’s mutual fund expense ratios. Our investors may get the full benefits of competent and ethical portfolio management with this degree of openness and personalisation.

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, 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.