I Wealth Management LLP – Portfolio Management Services (PMS)

IWealth Management LLP, a Mumbai-based investment management firm, operates the SEBI-registered Category III Alternative Investment Fund (AIF) known as "i-Wealth Fund." Our primary objective is to deliver enhanced risk-adjusted returns to investors within the Indian equity market.

Strategies

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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, Co-Founder and Chief Investment Officer at iWealth Management LLP, is responsible for the strategic direction and operational execution across human capital, processes, and technology to achieve organizational objectives. He also directs the firm's investment strategy. As a Chartered Financial Analyst, Mr. Jain possesses extensive expertise in investment valuation. His career in capital markets spans over twenty years, encompassing a tenure at ENAM Securities, an investment group with a three-decade legacy in Indian capital markets. Throughout his professional journey, Mr. Jain has earned significant recognition for his proficiency in investments, advisory services, and fund management. He currently leads a skilled team of financial analysts, consistently achieving superior investment performance. Drawing on his comprehensive experience navigating diverse market cycles and a deep understanding of financial principles, Mr. Jain has developed proprietary economic indicators and innovative derivative and 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 page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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