IFA-GLOBAL

Wealth Management

IFA delivers customized wealth management and investment solutions for corporations, HNIs and Family Offices leveraging the power of quant.

We have observed that a holistic, structured, quant-driven approach to wealth management helps avoid the pitfalls associated with behavioral biases and random investment decisions. Our wealth management solutions are based on rigorously backtested quant driven models that capture correlations across asset classes, giving investors the best shot at accomplishing their return objectives while containing risk at the desired level.

Service Offerings

Multi-Asset Portfolio Management Services

IFA's customized portfolio management services are geared toward giving clients the best shot at achieving their return objectives while containing risk at a level consistent with the client's risk appetite.

Corporate Investment Policy

After thoroughly understanding the risk profile and investment objectives of the client, IFA documents a comprehensive investment policy addressing every aspect associated with an investment, i.e., credit risk, interest rate risk, FX risk (if applicable), reinvestment risk, and liquidity risk (ALM risk).

Quant-Based Mutual Fund Allocation Services

Choosing the right instrument/fund to express a trading view or an investment strategy is often as important as the idea itself. Selecting the right fund can improve portfolio performance by anywhere between 0.5% to 2%

Family Office Wealth Management

We thoroughly understand the family’s long-term financial goals, risk tolerance, and wealth management objectives. Based on this, we craft a comprehensive investment strategy that addresses all key aspects of wealth preservation and growth, including asset allocation, risk management, and diversification across multiple asset classes and instruments.

Corporate Surplus Fund Management

We begin by conducting a thorough assessment of a company's risk appetite and liquidity requirements. Based on this comprehensive evaluation, we develop a detailed investment policy addressing key aspects such as credit risk, duration risk, reinvestment risk, and liquidity risk.

HNIs & Ultra HNIs Wealth Management

We offer personalized wealth management strategies designed to reflect the unique financial aspirations of High Net-Worth Individuals (HNIs) and Ultra HNIs. Utilizing the Multi-Asset and Multi-Geography Portfolio Management approach, we craft customized portfolios that align with specific risk and return preferences.

Who We Serve

IFA Global offers clients specialized treasury consultancy. Our programmes and services are tailored to any of these consumer groups. IFA Global's solution suite is a one-stop treasury consulting service for large or small businesses.