IIFL Wealth Advisors (India) Limited, earlier known as Wealth Advisors (India) Private Limited was established in 2004. IIFL Wealth Management Ltd acquired Wealth Advisors (India) Private Limited in 2018 and our company name was changed to IIFL Wealth Advisors (India) Limited.

We are a full-service, client-centric investment solutions firm. Our objective is to provide unbiased advice and services to both individual and institutional investors using a wide range of financial instruments. IIFL Wealth Advisors is backed by a team of dedicated wealth managers and a central advisory team.

The highest form of acknowledgement of our work is our clients' continued support and patronage. We take pride in our client vintage, having worked with majority of our clients over multiple market cycles, bull and bear markets, including the financial crisis of 2008. We have won the "Best Regional Financial Advisor - South" award by CNBC TV18, for the years 2009, 2012 to 2014 and 2016 to 2018.

IIFL Wealth Advisors is a part of IIFL Wealth Management, which is the investment and financial advisor to more than 13,000 influential families in the High Net Worth Individuals (HNI) and Ultra HNI segments in India and abroad, with aggregate assets of more than USD 22 billion under management, advice and distribution.

Headquartered in Mumbai, IIFL Wealth Management has more than 900 employees and a presence in 7 major global financial hubs and 26 locations in India and around the world.

Yatin Shah

Yatin Shah
Director
Yatin is a Co-Founder & Executive Director at IIFL Investment Managers and has more than sixteen years of experience in the financial services industry, across equity research and private wealth management.
In his current role, Yatin focuses on the domestic Wealth Advisory practice. Under his leadership, IIFL Investment Managers has emerged as a pre-eminent leader in the domestic private wealth management space, advising more than 10,000 ultra-high net-worth families. He is responsible for introducing the IIFL Investment Manager's proposition to new clients, as well as expanding the relationship with existing clients.
He started his career in Equity Research with Khandwala Securities, after which he was associated with Kotak in their Wealth Management division.
Yatin has acquired his M.Sc. degree in Finance from Cass Business School, London. .

Sandeep Jethwani

Sandeep Jethwani
Director
Sandeep is Managing Partner and Head of Advisory at IIFL Investment Managers. His team advises and manages key clients at the firm on overall portfolio structuring.
Sandeep has more than 12 years of experience in direct client and team management with regional responsibilities including setting up of new branches. As a part of the founding team at IIFL Investment Managers, Sandeep led the setup of offices in various locations including Mumbai, Pune, Goa and Gujarat.
Sandeep is an alumnus of IIM Bangalore and VJTI Mumbai.



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Pramod Kumar

Pramod Kumar
Director
Pramod, as Managing Partner, oversees the wealth management function in the Chennai and Coimbatore regions. He brings over three decades of experience in capital markets with specific focus on multi-asset class investment management and Advisory. Pramod joined the team through the acquisition of Wealth Advisors (India). Pramod co-founded Wealth Advisors (India) in 2004.
As the CEO, he was responsible for strategy, setting up the core functions, Central Advisory and the Fund Management Team. Pramod and his team successfully established a strong base of clients in the South. Wealth Advisors India at the time of the merger with IIFL Wealth Management had an AUM of over 1.5 Billion USD assets.
As an entrepreneur at Wealth Advisors, he led two rounds of capital raise, including a management led buyout and the eventual merger. Prior to Wealth Advisors, Pramod was with DSP Merrill Lynch and ICICI Bank.
Pramod is a lifelong equity investor with keen interests in investing process, building investment models & checklists, technology and macro trends.

G. Sathiyapriyan

G. Sathiyapriyan
Chief Financial Officer & Head of Compliance
A Chartered Accountant by qualification, Sathiya functionally oversees all financial and accounting matters at Wealth Advisors, including its subsidiary companies. He also handles compliance and audit-related matters, as also corporate law and taxation matters..

Abhay Amrite

Abhay Amrite
Senior Vice President & Head, Private Wealth Management
Abhay heads the wealth management function at Wealth Advisors and is responsible for the growth of the overall private wealth segment. He also leads the entire team of relationship managers at Wealth Advisors. In his earlier employment, Abhay was part of the team that set up private banking at HDFC Bank, and in his 11 years of service there, eventually headed the West and South Regions of the Bank, taking them to leadership positions in both geographies.

Kishore Udiaver

Kishore Udiaver
Senior Vice President & Head, Family Office practice
In his position as member of the Investment Committee at Wealth Advisors, Kishore is responsible for putting into place the investment process and formulating advisory solutions for large clients, particularly potential family office clients. He also runs the fledgling pure advisory line of business. Kishore was earlier heading the Central Advisory Team. In his earlier stint with GIC Mutual Fund, Kishore was the Fund Manager of several equity and fixed-income funds.

R. Srikumar

R. Srikumar
Senior Vice President & Head of Operations
Srikumar, an engineer by qualification, handles the critical operations function and heads the Centralized Operations Team at Wealth Advisors. This is a centralized facility that consists of a large number of executives, and which handles all execution of transactions, accounting, reporting and query-solving of client investments on a real-time and best-practices basis.
Our team brings together dynamism and experience, with a diverse pool of talent.

Our senior team members, who joined us from some of the largest financial services platforms, possess rich capital market experience across cycles, and the best of practices from their previous organizations, which help us blend sound advisory and time-tested processes for the benefit of our clients.

Our relationship managers are multi-faceted and come from diverse backgrounds with skill sets such as client handling, requirements analysis, investment facilitation and managing investment portfolios.

Our Central Advisory team is a group of well-qualified professionals who work closely to provide customized investment solutions to achieve client’s financial goals. This team works on the overall investment strategy and constructs portfolios in alignment with the client and the firm's investment approach. The diverse background and varied experience of the team members help in providing multiple perspectives to any analysis and refine the service offerings to our clients from time to time.

Our Operations team brings together a pool of talent, with members complementing each other in areas such as reporting and accounting, investment execution process development, customer relations, business analytics, customization solutions and more.

Joining hands with IIFL Wealth Management has strengthened us further due to the vast experience and proven expertise, diversified fund offerings, cross-functional and dedicated teams of experts, disciplined approach to capital management; robust risk governance and an enviable global presence.

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