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i-Wealth Fund
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.
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 20-25 |
| Investment Horizon | Medium term (9-12 months) |
| Fund Managers | Mr Bharat Jain |
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About Fund Manager
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.
Investment Philosophy
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