The team at IIFL Private Wealth comprises of a group of young and passionate entrepreneurs, backed by the institutional and domain expertise of India Infoline, both on the retail and the institutional side.

The Chief Executive Officer of IIFL Private Wealth Management, Mr. Karan Bhagat has been a founding member of the team and has more than 8 years of experience in private wealth management. Mr. Yatin Shah, President (Domestic) and Mr. Amit Shah, President (Offshore) have been in the wealth management industry for more than 12 years and they head the domestic and offshore businesses, respectively.

The rest of the team is made up of Senior Financial Advisors, mostly MBAs from among the top 5 business schools in India with substantial years of experience in private wealth management. The team has come together from diverse fields including Investment Banking, Private Wealth Management, Insurance and Banking.