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

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

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

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%

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.

Export and Import Companies

Export and Import Companies

Foreign Institutional Investors

Foreign Institutional Investors

Global Trading Firms and MNCs

Global Trading Firms and MNCs

Fintech & Ecommerce companies

Fintech & Ecommerce companies

HNI and Family Offices

HNI and Family Offices

Private Equity

Private Equity

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