The IPS establishes a framework of accountability, which is essential for professional management of the portfolio. It is constructed after assessing the clients risk and investment profile using our profiling questionnaire. The investment strategy is put in writing in order to commit to a disciplined investment plan. Some of the critical guidelines mentioned in the IPS are mutually decided asset allocation, risk control limits (credit, interest rate etc), rebalancing mechanism, review calendar etc.
IIFL IN THE NEWS
Mon, 10 Jul 2017
Karan Bhagat, Founder, MD & CEO, IIFL Investment Managers has been chosen as one of India's hottest ...
Mon, 10 Jul 2017
Innovation and a can-do, entrepreneurial spirit are evident at IIFL Investment Managers, in its cont...
Sun, 9 Jul 2017
IIFL Asset Management said it has raised around $216 million for its Category-II alternative investment fund launched in May
Sat, 8 Jul 2017
There is a risk that the entire reflation trade (post-Trump win) can go for a toss, effectively augmenting the safe haven appetite for gold.
Tue, 30 May 2017
Brazil has its problems, Russia is a little opaque, China is a little confusing and you are left wit...
Tue, 30 May 2017
Healthcare stocks were the biggest drag on the index. "The market is consolidating after the rally. ...
Mon, 29 May 2017
Modi government is striving to bring more Indians into the formal economy and is looking to consolidate debt burdened public banks.
Wed, 24 May 2017
IIFL Asset Management's latest will invest in initial public offerings, primarily through pre-IPO in...
Wed, 24 May 2017
"We reiterate our Underweight stance on the Indian Pharma sector. Steep price erosion in simple gene...
Thu, 11 May 2017
An important source of untapped wealth in the country is the ever-expanding number of technology ent...
Thu, 11 May 2017
In an interview with CNBC-TV18, Bhavesh Gandhi of IIFL Wealth shared his readings and outlook on Bharti Airtel and the telecom sector.
Wed, 10 May 2017
India may be talking of job creations, but the country's top financial services companies, including...
Wed, 10 May 2017
"Auto companies could indirectly benefit if fuel prices fall as a result of decline in crude oil pri...
Wed, 10 May 2017
Tech-focused venture capital firm, Iron Pillar, has made the first close of its maiden India fund at...
Tue, 9 May 2017
IIFL Investment Managers' corporate advisory team was the exclusive financial advisor to M Power on the transaction.
Wed, 3 May 2017
Amit Shah of IIFL Investment Managers explains how the firm is striving to deliver much more sophist...
Wed, 3 May 2017
In a chat with ET Now, Anu Jain, Senior VP, says oil and gas is showing great signs of breaking out....
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.