I Wealth Management LLP – Portfolio Management Services (PMS)

IWealth 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.

Strategies

1

Investment Strategies & Performance

Alternative Investment Funds (AIF)

I Wealth Management LLP Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

I Wealth Fund

Multi Cap & Flexi Cap -1.31% 23.19% 22.09% Jun 2018

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Bharat Jain

Fund Manager

Mr. Bharat Jain, the co-founder & CIO of iWealth Management LLP oversees the people, processes and technology to deliver the required outcomes of the organization. He steers the investment policy of the firm. As a certified Chartered Financial Analyst, Mr. Bharat Jain is an expert on investment valuation. His career in stock markets spans over 2 decades including his stint at ENAM Securities (an investment group with a 30-year heritage of investing in the Indian capital markets). Over these years, Mr. Bharat Jain is highly regarded for his expertise in investments, advisory and fund management. Today, he leads an accomplished team of financial analysts and delivers market-beating returns. Through his first-hand experience of various market cycles and a firm grasp on the subject, Mr.Bharat Jain has created distinctive proprietary economic indicators, derivative & fundamental models.

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Regulatory Information

SEBI Registration: IN/AIF3/18-19/0531

Registered Office: 822, Tulsiani Chambers, Nariman Point,Mumbai-400021

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)