• Need Guidance With Smart Investing?

    Welcome to iWealth India - The cutting edge investment strategist that specialises in managing major investments using technology, macro and micro economic analysis & a deep study of market trends.

  • In investing what is comfortable is rarely profitable

    Our efficient risk management minimised drawdown to just -5% to -6% v/s the market fall of -30% to -50%.

  • Tightly Defined Goals

    Rs. 1 crore invested in iWealth fund in June '18 is now worth Rs. 2.03 crore (as against 1.56 crore in NIFTY small cap 100 & Rs. 1.72 crore in NIFTY 50)

  • Our performance comes from being disciplined and dynamic

    Our gain to pain ratio is nearly four times higher than the benchmark indices.

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Welcome to iWealth India

Let Our 20 Years of Experience be Your Guide

  • Where investments are backed by research, science & technology.
  • Where we harness the power of technology, data and research for sustained wealth creation
  • Where we have sustained wealth creation through superior risk-adjusted returns.
  • Where we make technology, research and data work for your benefit!
  • Where we’ve cracked the code to better investments.
  • Where the unbeatable combination of investments and data technology.

Understanding Macro Analysis

Mr. Bharat jain
Founder & CIO, I-Wealth Management(Part 1)


To deliver maximum returns with minimised risks , by employing diverse and complex trading strategies.

To be the vanguard of cutting edge products curated for wealth management using technology & systematic investment processes. A methodical approach using diversified products offers more flexibility to the investor when it comes to monitoring their exposure with regards to Indian equity market.

  • Highest Ethical Standards
  • Risk Management
  • Extensive Research Processes
  • Robust Technology
  • State-of-the-art Investment Methodology
  • State-of-the-art Investment Methodology

Team based culture & Process based approach



Growth in market

From recent lows, Nifty Smallcap 100 is up by ~15% to all time highs. In January itself, market gained ~4% on the ease of 3rd wave lockdown fear especially in the larger metros.... Read More


Impact of Russia-Ukraine war

The conflict for the Annexation of Crimea Began on february 20, 2024. Prior to this event, Nifty 50 was trading at 3603 levels, but owing to the crisis, it fell by 3% to 6091 levels.... Read More


Upcoming Market analysis

We believe market will be bullish in the medium term. We Believe market will reward stock picking and our continuous endeavour in understanding on micro-verticals base investing.... Read More

Our Philosophy

With a firm foundation of research & experience, we are active managers of your investments. By using the following philosophy, we deliver sustainable, long-term value for investors.


At our firm, being process-oriented is an important cornerstone. ...

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Long-run performance tests have often revealed that financially ...

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At iWealth India, we have the passion to invest in the best ...

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Our systems are designed to analyse potential risks ...

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Hard facts

What we did?


Industry Segments we Track

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Returns Generated

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Our Lawyer Team

Fynley Wilkinson

Managing Partner

Sasha Welsh

Senior Partner

John Shepard