India Infoline PMS, or IIFL PMS, helps people manage their money wisely. They have been doing this for 29 years since they started in 1995.

Presently, they have around Rs. 3085.47 crore from many investors to take care of! They have three wise ways to invest, and their clients’ money has grown by about 26.43% in a year.

Besides, they also have 2843 clients who trust them with their money. The smallest amount of money you need to start with their PMS is Rs.50 lakh.

The public company IIFL Portfolio Management likes to help people manage their money better. But is it the right choice for PMS? Let’s find it out.

Total AUM Rs.3085.47 Cr.
Avg. 1 Year Return 26.43%
Active Clients 2843
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 29 Years

IIFL PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra


Karan Bhagat

Founded In (year)


Why invest in IIFL PMS?

Investing in IIFL Portfolio Management Services (IIFL PMS) is a smart choice for growing your money.

  • With a 28-year experience in handling finances, they have gained the trust of 2843 active clients.
  • Their expertise shows an impressive 26.43% average return over a year, making your money work harder.
  • IIFL has a solid track record of managing Rs. 3085.47 crores in assets.
  • What’s great is that they have transparent fees, a fixed fee of 2.00% of your fund’s value with no hidden variable fees or profit-sharing charges.
  • Founded in 1995 by Karan Bhagat, this public company has its headquarters in Mumbai, Maharashtra. They are growing fast with their proven strategies and dependable service.

IIFL Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


They are impressive regarding how well IIFL PMS returns are or how India Infoline makes people’s money grow.

Over the past year, the money they care for has increased by 26.43%. To compare, the big Nifty 50, a group of 50 top companies, grew only by 10.74% simultaneously.

Looking at a longer span of three years, IIFL shines, with a growth of 22.20%. The Nifty 50, again, didn’t do as well, only growing by 20.15%.

Even after five years, IIFL continues to do a good job, with a growth rate of 13.75%. The Nifty 50, during this time, grew by 11.52%.

If you want your money to grow better, IIFL Portfolio Managers is an excellent place to think about!

IIFL PMS Commission, Charges or Fees

Fixed Fees

2.00% of Fund Value

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


IIFL fund managers work hard to make the money they manage to grow. The good news is that, on average, the money they’ve been taking care of has increased by about 26.43% in the last year.

If you gave them some money to manage, it could have become much more in just one year! But knowing about the charges or IIFL PMS Commission is also critical.

They have a fixed fee of 2.00% of the value of the money they care for. There are no extra charges. But a small fee exists if you want to return your money early.

In the first year, it’s 1.50% of the money you gave them. In the second year, it’s 1.00%. But if you decide to return your money in the third year, there’s no fee.

Knowing about these things is always good when thinking about IIFL Portfolio Management.

Best Strategies by IIFL Portfolio Management Services

Check out various strategies or Investment approaches provided by IIFL Portfolio Managers.

Strategy Name Multicap Advantage Multicap Phoenix
Start Date 01-Dec-17 31-Dec-14 01-Jan-21
Category Multi Cap Multi Cap Small & Mid Cap
Benchmark S&P BSE 500 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed 40
1 Year Return 21.10% 25.70% 32.50%
3 Year Return 19.80% 24.60% NA
5 Year Return 12.90% 14.60% NA
Fund Manager Mr. Anup Maheshwari Mr. Gaurav Doshi Mr. R.B.K Rajan

Below, we break down a list of IIFL portfolio managers’ strategies and the returns they have yielded in different years so far.

Multicap Advantage

The Multicap Advantage strategy is like having a mix of investment companies in the basket. This strategy follows the S&P BSE 500 Index to decide where to invest.

Right now, they have a certain amount of money managed through this strategy, but the exact number still needs to be determined. This money is spread across different companies that they choose.

Mr. Anup Maheshwari takes care of this strategy and the money in it. The money they managed this way last year made 21.10% returns!

But if we look at the average for the previous three years, it’s around 19.80% return each year.


This smart strategy invests in different types of companies, both big and small, to help your money grow. It monitors the Nifty 50, a group of 50 vital stocks, to ensure things are going well.

The manager of this strategy is Mr. Gaurav Doshi. This strategy made a 25.70% return in the past year, which is whoppingly huge!

And even if you look at the past three years, on average, it has grown by about 24.60% each year.


The Phoenix strategy invests funds in smaller and medium-sized companies. It monitors a special list of Nifty 50 to make good choices. Right now, they’re taking care of an undisclosed amount of money.

But it is mentioned that they’ve spread this money across 40 different companies to make it safe. An expert named Mr. R.B.K. Rajan takes care of this strategy and its money.

Last year, the money they took care of grew by 32.50%, which is fantastic! However, we need the numbers for the past 3 and 5 years to see how well it did over a more extended period.

Top Fund Managers of IIFL PMS


Mr. Anup Maheshwari


Mr. Gaurav Doshi


Mr. R.B.K Rajan





Here is the list & details of Best Fund Managers of IIFL PMS.

Mr. Anup Maheshwari

Mr. Anup Maheshwari is one of the top IIFL PMS fund managers. He’s like the captain of the investment ship! Anup is brilliant and knows a lot about money.

He plans where to put the money to make it grow. He is an alumnus of the Indian Institute of Management, Lucknow. He’s been working in this role for more than 25 years!

Before coming to IIFL, he worked at other important places, like DSP Investment Directors and HSBC Asset Management. Anup helps IIFL grow and make clever investments.

Mr. Gaurav Doshi

Mr. Gaurav Doshi is one of the skilled minds behind IIFL. He has a lot of experience and has been doing this job for a long time.

He is good at managing money and has been doing it since 1999! Before working at IIFL, he worked at big companies like Standard Chartered Bank, Morgan Stanley, and Merrill Lynch.

He was even the head of investments at Merrill Lynch. All his hard work and experience helped him manage people’s money wisely at IIFL.

Mr. R.B.K. Rajan

Mr. R.B.K. Rajan is another clever person who looks after people’s investments at India Infoline PMS. In his job as a portfolio manager, R.B.K. Rajan utilizes the Phoenix strategy to make money grow.

He’s been doing this since July 2022 in Satna, Madhya Pradesh, India. He knows much about managing money, finding wise investments, and increasing his client’s wealth.

Mr Rajan is also good at improving the way things work. Before this, he was a teacher and even sold insurance. He’s been learning and working for many years and is very good at his work.

Mr. Navin Amarnani

Mr. Navin Amarnani is one of the senior fund managers at IIFL, with 18+ years of experience. He manages trading and assets across equities, currencies, and fixed income in his portfolio.

If we explore the history of the PMS expert, Navin has worked at Edelweiss and Pilgrim Partners Asia.

In numerous PMS strategies at IIFL, he brings deep expertise from the Pan-Asia markets. He has a bachelor’s degree in MBA from the University of Mumbai.

Mr Chetan Naik

Mr Chetan Naik is another name on the team of IIFL fund managers. He holds 12+ years of experience in private equity and investment banking.

He manages IIFL AMC’s late-stage tech fund, focusing on new-age tech firms. However, he has recently joined the IIFL AMC. Earlier, he worked with TVS Capital and ICICI Securities.

The MBA grad (specializing in finance) from IIM Indore brings strategic financial planning to PMS strategy.

IIFL Portfolio Managers SWOT Analysis

Here is the detailed SWOT Analysis of IIFL Portfolio Management.


  • With 28 years of experience, IIFL Portfolio Management has gained the trust of 2843 active clients.
  • India Infoline PMS boasts an average return of 26.43% over the past year, highlighting the expertise of its managers.
  • They manage a total of Rs. 3085.47 crore, reflecting their strong track record in asset management.
  • IIFL charges a fixed fee of 2.00% with no hidden charges, ensuring clarity for investors.
  • With three successful investment strategies, IIFL offers diverse options for growing wealth.


  • The minimum investment requirement of Rs. 50 lakh might limit accessibility for some potential investors.
  • Some strategies need long-term performance data, making evaluating consistency easier.
  • Investors face a fee for withdrawing funds within the first year, which could be a drawback for those needing flexibility.


  • As more individuals seek professional wealth management, IIFL PMS can tap into a growing market.
  • Introducing new strategies or investment products can attract a broader range of investors.
  • Leveraging technology for more user-friendly platforms and insights can enhance the client experience.


  • The financial industry is competitive, with other portfolio management firms vying for the same client base.
  • Market fluctuations and economic downturns can affect investment performance and client sentiment.
  • Evolving regulations can impact the operational environment and client offerings of India Infoline Portfolio Management Services.

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Investment Facilities provided by IIFL Portfolio Manager

Custom Strategy


Strategy Switch


Switch Charges

1% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

1.5% within 1st Year

IIFL Portfolio Management features many helpful facilities to help investors meet their investment objectives.

The best part is that you can create your unique investment strategy to decide how investment goes.

You can switch to a different strategy if you ever change your mind. But remember, there’s a small charge of 1% of your invested money for switching.

You can still invest with them as an NRI even if you’re not in India. They have two options: discretionary, where experts manage your money, and non-discretionary, where you have more power.

If you need your money back before the planned time, you can do that too, but within the first year, they will charge you 1.5% for an early exit. They offer flexibility to suit your needs!

IIFL Portfolio Management Support

Call Support


Email Support


Chat Support


Dedicated RM Support


Fund Manager Intereraction


Issue Resolving TAT

Max 3 Working days

IIFL Portfolio Management offers excellent ways to help you with your investments. You can talk to them via phone, email, or chat online.

They’re always ready to answer your questions and give you advice. If you have a particular query, Dedicated RM will significantly help you through their IIFL Portfolio Management Services.

You can even talk to the fund manager, who will look after your money! If you have a problem, they promise to fix it within three working days.

So, if you need help or have questions about your investments, IIFL is there for you in many helpful ways.

IIFL PMS Dashboard Link

Web Platform

The IIFL PMS Dashboard is an exclusive window that helps you see and manage your account.

You can see through this window using a secret key (your username or email) and a secret code (your password).

Once you’re in, you can see everything about your account in one place. It’s a savvy way to keep track of your money and investments.

Just keep it in mind! You get this unique key and code to open the Dashboard and explore!


To start their journey with India Infoline Portfolio Management, users need to provide IIFL PMS login details. This login code is created once a user successfully passes the standard criteria.

It ensures the security and privacy of everyone involved. Once users have their unique login details, they can access their personalized accounts and manage their investments with IIFL.

It’s like having a secret key to access a special place. This extra step helps keep their information safe and ensures that only the right people can access their accounts.

IIFL PMS Review or Ratings by

Overall Rating

8.12 / 10

Portfolio Performance

8.32 / 10


8.08 / 10


8.00 / 10


7.92 / 10


8.28 / 10

IIFL Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Purva Joshi

Telephone No.

022 4060 9154


IIFL Centre, Kamala City, Senapati Bapat Marg, Lower Parel West, MUMBAI, MAHARASHTRA, 400013

Starting Date

Sep 25, 2014

How do I invest in IIFL PMS?

You can invest in IIFL Portfolio Management and make a wise choice to grow your money. The minimum amount you can invest is Rs.50 lakh. Here’s how you can do it:

  1. Make sure you’re eligible based on your age and nationality. You need to be at least 18 years or older. However, they welcome both Indian residents and non-resident Indians (NRI).
  2. Get your important documents ready. You’ll need proof of your age, nationality, and residence status. This might include your passport, PAN card, Aadhar card, and other relevant documents.
  3. Reach out to Indian Infoline PMS through their official channels.
  4. Fill out the required forms accurately. These forms will include your details, investment amount, and other necessary information.
  5. Submit the necessary documents along with your application forms. This will help verify your eligibility and complete the investment process.
  6. Once your application is approved, transfer the minimum investment amount of Rs.50 lakh to the provided account.

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IIFL PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with IIFL Portfolio Manager

PMS Agreement




Demat Account




Address Proof


IIFL PMS – Conclusion

IIFL PMS is a trusted company that helps people make the most of their money. They have been doing this for 28 years and have helped their clients’ money grow by around 26.43% in just a year!

With a strong team and three powerful strategies, they have 2843 happy clients who believe in them. You can start investing with them for Rs.50 lakh.

The PMS firm cares about its clients, as shown by their exit load: if you take your money out in the first year, they charge 1.50%; in the second year, it’s 1.00%; and after that, it’s 0.00%.

In short, the longer you retain holdings, the more you make.

FAQs on IIFL Portfolio Management

Here is the list of FAQs related to the IIFL Portfolio Managers:

Which is the Best Strategy for IIFL PMS?

One of the best strategies for IIFL PMS is the multicap advantage strategy, which is a mixture of many investment companies.

The strategy follows the S&P BSE 500 index to know where you should invest. To mitigate the risk, the money is distributed to many companies chosen.

What is the Minimum Investment in India Infoline PMS?

The minimum investment required in India Infoline PMS is 50 lakhs.

What is the Return of IIFL PMS?

For the first year, the return is 26.43%; for three years, it is 22.20%; and for five years, it is 13.75%.

Is IIFL Portfolio Management good?

Yes, the IIFL portfolio management is suitable for investors.

What is the fixed commission of India Infoline PMS?

The fixed commission for India Infoline Portfolio Managers is 2.00% for the fund value.

Is a Demat account mandatory for IIFL Portfolio Managers?

Yes, the demat account is compulsory for IIFL portfolio managers.

What are the Exit Charges of IIFL Portfolio Management?

The exit load for the first year is 1.5%, the second year’s is 1.0%, and the third year’s is 0.0%.

Who are the current fund managers of IIFL PMS?

Mr. Anup Maheshwari, Mr. Gaurav Doshi and Mr. R.B.K Rajan are the current managers employed in IIFL.

What is the AUM of IIFL Portfolio Management Service?

The AUM for the IIFL Portfolio Management service is 3085.47 Crore.

Do IIFL Portfolio Managers Charge Variable Commissions?

No, IIFL portfolio managers do not charge variable commissions.


Customer ratings and reviews of IIFL PMS

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