i-Wealth Fund 1 CAT III AIF

Key Attributes

Inception Date: June 2018

Number of stocks: 15-20

Fund Manager Name: Mr. Bharat Jain

Fund Manager Experience: 20+ years of experience in investment and trading in the Indian Equity markets.

Fund Manager Qualification: Bachelor’s Degree in Commerce from Mumbai University/Sydenham College and a CFA level II Certificate from the CFA Institute, USA

Investment Objective

Generate risk-adjusted return for the clients by investing in the Indian equity market.

Portfolio Strategy

Strongly believe and work on CQPR:
C- Cyclicality
Q-Quantitative Audit
P- Processes
R-Risk Management

Don’t Just Invest. Make an Informed Decision.