IIFL Wealth Logo

IIFL Capital Services

India’s Leading Asset Management Companies

IIFL Wealth Logo

Smart Wealth ManagementQuantitative Investment Pioneer

IIFL Capital Services is committed to delivering professional wealth management solutions, offering exclusive access to Pre-IPO, OTC opportunities, quantitative fund strategies, and advanced stock analysis systems. Helping you achieve your financial growth goals.

Core Services

We provide comprehensive wealth management solutions, combining traditional wisdom with modern technology

Closed-End Quantitative Fund Management
Using advanced quantitative models and algorithms to provide professional closed-end fund management services for investors, achieving stable returns.
Pre-IPO & OTC
Access primary market opportunities such as Pre-IPOs and OTC deals through the IIFL Capital Services primary market account. Providing high-quality investment opportunities exclusively for IIFL Capital Services clients.
Agreements & Negotiations
Secure exclusive investment opportunities personally negotiated by Professor Viral Shah and the IIFLCS team, significantly enhancing your prospects of securing desirable allocations and portfolio success within premium over-the-counter transactions.

Product Systems

Advanced technology platforms providing strong support for your investment decisions

Quantitative Stock Analysis System
A comprehensive stock analysis platform integrating multi-dimensional data analysis, technical indicator calculation, and risk assessment functions, providing scientific basis for investment decisions.
  • Real-time market data analysis
  • Multi-factor quantitative models
  • Risk control systems
Margin Trading System
A secure and reliable margin trading platform providing flexible capital allocation solutions, helping investors expand investment scale and seize market opportunities.
  • Flexible margin solutions
  • Real-time trade execution
  • Intelligent risk management
₹1,67,746 Cr
Assets Under Management
900+
Professional Team
33
Global Offices
1996
Year Established

Our Business Approach

Based on four core pillars, providing excellent wealth management services to clients

People
Experienced professional team covering relationship management, product development, operations and other verticals
Strategy
Establishing partnerships with clients through multiple engagement models based on client needs and suitability
Platform
Comprehensive product and research capabilities providing cost-effective access to top-tier fund managers
Process
Strong emphasis on building processes to create standardized solutions and streamlined working mechanisms

IIFL Capital Services

IIFL Capital Services Ltd.,, formerly known as IIFL Securities Ltd., is one of India's premier financial services conglomerates providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial product and Wealth Management solutions.

Business Architecture

Wealth Management

Providing specialized comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth individuals, affluent families, family offices, and institutional clients

Asset Management

Diversified suite of alternative investment funds, portfolio management schemes, and mutual funds covering public and private equity, fixed income securities, and real estate

IIFL Wealth Logo

Global Network

Wide network of over 900 employees operating across 33 offices globally

Leadership Insights

Expert insights shared by Mr. Viral Shah, IIFL Capital Services

Differentiated Competitive Advantage
How we build unique value propositions in the increasingly commoditized private wealth management landscape

1Unique Opportunities & Strategies

  • • Unique listed equity strategies providing consistent alpha opportunities
  • • Leveraging IIFL's strong alternative investment capabilities
  • • Curated high-conviction direct co-investment opportunities
  • • Exclusive global investment opportunity access channels

2Differentiated Engagement Models

  • • Deep personalized relationship building
  • • Partnership-style engagement approach
  • • Proprietary research and market insights
  • • Transparent regular communication mechanisms

3Family Office Solutions

  • • Comprehensive wealth management integration services
  • • Multi-jurisdictional planning solutions
  • • Transparent single-fee advisory model
  • • Cross-generational wealth transfer planning

4Risk Management Technology

  • • Advanced digital platforms and AI technology
  • • Real-time portfolio monitoring
  • • Advanced risk analysis and stress testing
  • • Personalized reporting and analytics
"By integrating strong alternative investment capabilities, global investment channels, and unparalleled structured credit solutions, IIFL Capital Services provides a unique differentiated proposition within a collaborative, transparent, and comprehensive advisory framework."

Viral Shah

Joint Chief Executive Officer,IIFL Capital Services

Client Engagement Models

We provide transparent and flexible engagement models, tailored to meet different client needs and preferences

Product Distribution
Traditional product distribution model providing clients with diversified investment product choices
Non-Discretionary PMS
Portfolio management services where clients retain control over investment decisions
Discretionary PMS
Portfolio management services fully managed by professional teams
Investment Advisory
Professional investment advice and strategic consulting services
IIFL-CS: Pure Advisory Fee Model
Innovative engagement model based on three core principles

Complete Alignment

Maintaining complete alignment of interests and transparency with clients

Robust Process Control

Focus on robust processes and risk management controls

Open Architecture

Multi-manager selection and asset class diversification

IIFL-CS Benefits All Stakeholders

Client Benefits
  • • Addresses evolving needs
  • • Process-driven approach
  • • Alignment of interests
Employee Benefits
  • • Deeper client engagement
  • • Advisory relationship vs product-driven
  • • Professional development opportunities
Company Benefits
  • • Increased revenue in fee form
  • • Higher wallet share
  • • Better risk management

Start Your Wealth Growth Journey

Contact our professional team to learn how to achieve your wealth goals through our quantitative investment solutions.