Crafting Financial Success with Integrity and Insight

Power Your Next Wealth Milestone with IFMIA PMS

Our Core
Values

About Us

Innovative Financial Management Investment Advisors (IFMIA)

Innovative Financial Management Investment Advisors (IFMIA) is a leading PMS wealth management firm, founded by award-winning professionals. Known for consistent performance and trusted advice, IFMIA has become the preferred wealth partner for top industrialists, IAS officers, lawmakers, and CXOs across India.

Discover the Wonders of Australia

JOURNEY OF IFM

2004

Became an Entrepreneur and setup Innovative Consultants

2005

Setup Mutual Fund Distribution Business

2006

Setup Innofarm House at Kharar

2009

Innovative Consultants was migrated to Innovative Financial Management Pvt. Ltd.

2010

Setup Broking Business

2013

Setup ECO Tower Affordable Housing

2014

Setup Aestus Wellness Center at Kasuali

2019

Started PMS

2020

Set up IFM FinCoach Global

2021

Encourage Start up Eco System (Punjab Angle Network)

2022

Investment Banking (SME)

2024

Setup Family Office in Delhi

Enjoy Your Stay

Awards and Recognition

Awards

Iqbal Singh’s Large Cap strategy earned a prestigious 4-star rating for LargeCap PMS Strategies under CRISIL’s evaluation. Iqbal Singh has also been recognized as a top regional financial advisor by CNBC TV18.

Real stories, Trusted relationships.

Testimonials

IFMIA offers dependable, unbiased wealth management built on Trust, Knowledge and Ethics. Our client-centric, research-led approach drives effective wealth creation, management and optimization.

What our Happy Client Say

Testimonials

IFM strives to provide a completely reliable, actionable and unbiased consulting experience. IFM is built on the towers of Trust, Knowledge and Ethics towards the client and is driven by customer-centric, ethical, research based processes & systems for wealth creation, management & optimization.
Heartiest congratulations to Innovative for completing five wonderful and successful years of existence… They are doing a marvelous job in Chandigarh and around.The importance of such consultancy is that they should be successful not only when the market is going through a bull phase but also when it is going through a bear phaseand that I can vouch for that they have done a great job. Their service is highly professional and personal and their response time is the minimum…

Manmohan Lal Sarin

Senior Advocate, Punjab & Haryana High Court

The opportunities so suggested are readily executed, where so mandated. Such ongoing personal attention is not readily available from corporate portfolio management service providers due to their inaccessibility and frequent changes in staff…

Gen. Amarjit Singh Kahlon

Retd

Our Services

Products and Services

Product / 01
Equity
Product / 02
Mutual Funds
Product / 03
Insurance
Product / 04
Commodities
Product / 05
REAL ESTATE
Product / 06
FIXED INCOME

Discretionary PMS

Within the overall client profile, the portfolio – comprising stocks, debt, and other securities – is managed entirely at the discretion of the portfolio manager. We offer both Large Cap and Flexi Cap investment strategies, tailored to suit diverse risk profiles and financial goals.

Non-discretionary PMS

Investment services where the client retains control over investment decisions, and the advisor executes transactions based on the client’s instructions.

Advisory Services

Investment services where the advisor provides recommendations, and the client makes the final decision on investments

Largecap Equity PMS

Invests in high quality large cap strong with strong fundamentals, stable earnings and market leadership emphasizing capital preservation and wealth creation through active monitoring, sectoral diversification, and a long-term outlook.

Flexicap Growth Equity PMS

A dynamic strategy investing across Large and Midcap stocks adapting to market conditions. Combines growth, value and opportunistic investing to maximize risk- adjusted returns with flexible allocation based on macro-economic factors, sectoral trends and stock specific fundamentals.

AlphaEdge Growth MF PMS

Equity mutual funds from all categories, selected based on consistent performance, superior risk-adjusted returns, right valuation. Focuses on capturing opportunities across sectors and market cycles while managing risk and liquidity.

Capital Safety Yield Fund

Focuses on investing in best-performing debt mutual funds across all categories delivering superior risk adjusted returns. Invests predominantly in AAA-rated corporate bonds, sovereign securities, and other high-quality debt instruments/ETFs.
What We Offer

Services

001

Discretionary PMS

Within the overall client profile, the portfolio – comprising stocks, debt, and other securities – is managed entirely at the discretion of the portfolio manager. We offer both Large Cap and Flexi Cap investment strategies, tailored to suit diverse risk profiles and financial goals.

002

Non-discretionary PMS

Investment services where the client retains control over investment decisions, and the advisor executes transactions based on the client’s instructions.

003

Advisory Services

Investment services where the advisor provides recommendations, and the client makes the final decision on investments
Awards and Recognition

Awards

In the Asset Management Industry, (PMS) Portfolio Management Services is a fast-evolving segment with about Rs. 7.33 lakh crores AUM (as on 31st July 2024, Source: SEBI).

To guide investors better & bring the best out of this fast-growing PMS Segment, PMS Bazaar took the extra mile to assess and rank the PMS strategies with the computation powered by CRISIL.

CRISIL uses stringent criteria for shortlisting the PMS Ranking universe.

PMS Bazaar uses proprietary metrics and converts the ranking computation powered by CRISIL which is expressed in stars.

Ace pro Large cap strategy is awarded 4 star in the PMS Bazaar 5.0 event among the 7 qualified large cap strategies held at Mumbai.

Team Member

Our Team

Throughout its journey, IFMIA’s sister concerns have been four-time recipients of CNBC TV18’s prestigious Best Financial Advisor Award. At IFMIA, we are committed to delivering an unmatched experience in helping you achieve your financial goals.
An entrepreneur with rich experience with more than 20 years of experience with leading Private & Foreign Banks and Financial Markets . He is one of the founding team member of HDFC Private Banking Group. In his last assignment with CITIBANK N.A , his role was to handle Investments & Insurance business in North and was awarded for his distinguished performance. He set up the advisory firm IFM in 2004 and under his leadership, IFM has scaled great heights and has been awarded the Best Regional Financial Advisor Awards in 2009 , 2010, 2013 & 2018 by CNBC TV18 powered by ICRA.

Iqbal Singh

Founder

Ankit Himatsingka is a seasoned finance professional with over 15 years of experience spanning diverse industries. A Chartered Accountant and Harvard Business School alumnus, he has held senior roles, including CFO, at renowned companies like ITC, Richemont, and several Sequoia-backed startups. Ankit Himatsingka has been a dedicated equity investor for over two decades. He manages a large proprietary portfolio and leads IFMIA’s Flexi Cap Strategy. He is widely respected for his deep understanding of market dynamics and sharp insights into economic trends and global markets.

Ankit Himatsingka

Co-Founder

Our Offices

Our Locations

Head Office

SCO 151-152, Sector 9C, Chandigarh 160 009 India

Delhi Office

1004, Tolstoy House, Tolstoy Road, Connaught Place, New Delhi - 110001

Mumbai Office

424, 4th Floor, Mohid Heights, Andheri West, Mumbai

Campus

B-98, Phase-8, Industrial Area, Sector 73, Sahibzada Ajit Singh Nagar, Mohali Punjab 160062

Other Links

More About Us

Financial Health Check

Get a Smooth ride to your Financial Goals, Reach you financial goals faster, with the right mix of investments. Tell us about your goals we will help you to buildyour mutual fund portfolio.

Calculate your SIP Returns

Choose From A Variety of SIP Schemes & Aim to Gain Capital Appreciation. Invest Online! Easy Buying Process. Expert Fund Managers. Long Term Investment Plan. Paperless Transaction.

Weekly Market Pulse

A quick snapshot of key market movements

Market Indices

Trackers of overall market performance

Ask Our Financial Advisor

Get the trading recommendations

Start Your Journey to Financial Freedom with IFM

Join thousands of satisfied clients who trust Innovative Financial Management (IFM) for expert financial advice and proven wealth creation.