Want to enjoy
financial freedom?

A unique approach to investing

Our approach to financial planning is not based on money. Instead it's based on you. We start by thoroughly analyzing your life-stage, life goals, risk appetite and future potential that allows us to take a holistic view of your finances and guide you on every step of the journey towards financial freedom.

Approach

360o approach to
finances

platform

An integrated advisory platform for all financial requirements

portfolio

Customized model portfolio approach

Transparency

Transparency in charges

IIFL Securities - Your guide on the journey towards financial freedom

Scheme

Strong Pedigree

Over two decades of helping people achieve their financial goals

Scheme

Best in Class Research

Best research minds with sharp analytical acumen to help you make optimal decisions

Scheme

Corporate Governance

SEBI registered Investment Advisors with highest standards of corporate governance

Scheme

Open Architecture

Going beyond in-house products to offer unbiased solution.

Scheme

Relationship First

On ground support to solve your queries instantly.

Scheme

Technology

State of the art integrated platform to provide all financial solutions at one place

A unique all-in-one platform

FP360° is a unique all-in-one platform designed by leading financial experts. We leverage cutting- edge technology and disruptive research-backed products to create a dynamic financial plan for you that includes diverse solutions such as:

  • Investment Planning
  • Goal-based Financial Planning
  • Insurance Planning
  • Tax Planning
  • Will & Estate Planning
  • Liability Management
  • Portfolio & Statement Analysis
  • Annual Review of Financial Plan
  • Access to Research & Reports
  • Invites to Knowledge Seminars by Industry Experts
  • Private Equity & Venture Capital Funds
  • Advisory on Real Estate
  • Other Financial Solutions

A bouquet of products to choose from

FREE FINANCIAL HEALTH CHECK-UP
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