The business environment of today demands that companies are well funded for growth, focus on their core areas, grow promising segments and tap synergies by way of in-organic growth to fill in any missing offerings. We are also seeing an environment of partnerships across geographies and amidst competitors.

We specialize in providing appropriate solutions including acquiring a business, divesting non-core assets, forging strategic alliances and raising equity funds. With the parentage of leading financial services firm IIFL Holdings, we are able to leverage on our deep understanding of businesses and shareholder dynamics, strong geographical footprint and our long term relationships with corporates to implement a range of investment banking transactions. We strive to become preferred investment banking partners to select clients and work on multiple transactions over a life cycle rather than spread ourselves thin. We win our clients confidence by providing advice that is in their long term interest rather than push a deal to earn fees.

We assist corporate actions such as:
  • Mergers, Acquisitions and Divestments of businesses /companies (Majority stake transactions)
  • Strategic Investments (minority stakes in related businesses)
  • Raising funds from Private equity funds/ Family offices (Minority stake transactions)
  • Syndication of Financial investments in our Wealth network
  • Venture Capital Series A and beyond
  • Promoter financing through structured instruments
  • Capital market products such as IPOs, QIP (in partnership with IIFL Capital)
The team is headed by Umesh Agrawal and ably supported by 6 pedigreed professionals.
IIFL IN THE NEWS
Wed, 1 Mar 2017
The staple Buffett candour is writ on every page, so is his rock-solid conviction including his incisive take on the emotion of fear.
Mon, 27 Feb 2017 | Fortune India
For a company which is less than a decade old, having Rs. 1 lakh crore worth of assets under managem...
Thu, 23 Feb 2017 | Asian Private Banker
Karan Bhagat, CEO of IIFL Wealth & Asset Management, says that the company's rebranding is in line w...
Mon, 13 Feb 2017 | The Economic Times
"IPOs, branded goods and infra stocks are going to do well this year.", says Umang Papneja, Managing...
Mon, 23 Jan 2017 | The Economic Times
"HNI and UHNI investors are mostly left with no choice but to increase allocations into equities," s...
Mon, 23 Jan 2017 | DALAL STREET INVESTMENT JOURNAL
Dividend income is a passive income earned by an investor over the long term. Thus, for a iskaverse ...
Tue, 17 Jan 2017 | Mutual Fund Insight
A concentrated portfolio with high-conviction bets is the secret of the fund’s success
Mon, 9 Jan 2017 | DALAL STREET INVESTMENT JOURNAL
By Yatin Shah, Founder, Executive Director IIFL Wealth & Asset Management
Wed, 4 Jan 2017 | ET Now
The inflows into mutual funds can also be broken into three categories: one, the flow into SIPs, sec...
Wed, 14 Dec 2016 | BW BUSINESSWORLD
Technology is going to change everything. India continues to be a high-touch wealth management indus...
Fri, 9 Dec 2016 | http://bwdisrupt.businessworld.in
Traditionally rich women achieved wealth either through inheritance or being married to a wealthy hu...
Tue, 23 Aug 2016 | http://asianprivatebanker.com/
Asian Private Banker sits down with IIFL Private Wealth Management's co-founder and executive direct...
Wed, 18 May 2016 | http://www.livemint.com
Mint's Marketplace Lending Summit provided a platform for various stakeholders to debate issues facing the latest innovation in banking.
Mon, 29 Feb 2016 | Business Standard
Managing Partner Anirudha Taparia's speaks to Business Standard on the complex needs of the UHNI & H...
Thu, 29 Oct 2015 | Reuters
IIFL Holdings Limited announced today that General Atlantic, a leading global growth equity firm, wi...
Mon, 7 Sep 2015
"IFL Wealth, which manages assets worth about $12 billion, plans to increase the number of its clien...
Sat, 28 Feb 2015
"If one flight does not take off, another will -- and may even take you to a better destination." We...
Tue, 3 Feb 2015
IIFL Private Wealth has recently been given prominent coverage in The Economic Times magazine's cove...