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

Proud Moments, Proven Excellence

Awards

Recognized for consistent excellence, IFM Global – the parent company has been awarded the CNBC-TV18 Best Financial Advisor Award four times, powered by ICRA.

Real stories, Trusted relationships.

Testimonials

At IFMIA, our greatest endorsement comes from the clients we serve. From business leaders to professionals, our clients share stories of trust, transparency, and transformation. These testimonials reflect not just our results—but the relationships we’ve built through consistent, client-first advisory.

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

PMS Offerings

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

PMS Offerings

Our PMS are tailored to meet diverse investment goals — from stable yield generation to aggressive equity growth. Discover professionally managed strategies designed to build and preserve wealth.

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.

Flexicap Growth Equity PMS

A dynamic strategy investing across all market capitalization 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.

Largecap Equity PMS

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

Discretionary PMS Offerings

The portfolio manager independently manages the client’s investments, making investment decisions aligned with the client’s objectives.

IFM Capital Safety Yield Fund

Invests in top-performing debt mutual funds across categories, to achieve superior risk-adjusted returns through AAA-rated corporate bonds, sovereign securities and other high-quality debt instruments/ETFs.

IFM Flexicap Growth Fund

A dynamic strategy investing in stocks across market capitalization, adapting to market conditions through growth, value and opportunistic approaches. It focuses on flexible allocation driven by macro – economic trends, sectoral insights and stock-specific fundamentals to optimize risk-adjusted returns.

IFM AlphaEdge Growth Fund

Invests in equity mutual funds across categories, selected based on consistent performance, strong risk-adjusted returns and attractive valuations. Aims to capture sector and market cycle opportunities while managing risk and liquidity.

IFM Large Cap Fund

Invest in high quality large cap stocks with strong fundamentals and stable earnings focusing on capital preservation and long-term wealth creation through active monitoring and sectoral diversification.

Discretionary PMS Offerings

The portfolio manager independently manages the client’s investments, making investment decisions aligned with the client’s objectives.
IFM Large Cap Fund

IFM Large Cap Fund

Invest in high quality large cap stocks with strong fundamentals, and stable earnings focusing on capital preservation and long-term wealth creation through active monitoring and sectoral diversification.

IFM Flexicap Growth Fund

A dynamic strategy investing in stocks across market capitalization, adapting to market conditions through growth, value, and opportunistic approaches. It focuses on flexible allocation driven by macro –economic trends, sectoral insights, and stock-specific fundamentals to optimize risk-adjusted returns.

IFM AlphaEdge Growth Fund

Invests in equity mutual funds across categories, selected based on consistent performance, strong risk-adjusted returns, and attractive valuations. Aims to capture sector and market cycle opportunities while managing risk and liquidity.

IFM Capital Safety Yield Fund

Invests in top-performing debt mutual funds across categories, to achieve superior risk-adjusted returns through AAA-rated corporate bonds, sovereign securities, and other high-quality debt instruments/ETFs.

IFM Capital Safety Yield Fund

Invests in top-performing debt mutual funds across categories, to achieve superior risk-adjusted returns through AAA-rated corporate bonds, sovereign securities, and other high-quality debt instruments/ETFs.

IFM Flexicap Growth Fund

A dynamic strategy investing in stocks across market capitalization, adapting to market conditions through growth, value, and opportunistic approaches. It focuses on flexible allocation driven by macro –economic trends, sectoral insights, and stock-specific fundamentals to optimize risk-adjusted returns.

IFM AlphaEdge Growth Fund

Invests in equity mutual funds across categories, selected based on consistent performance, strong risk-adjusted returns, and attractive valuations. Aims to capture sector and market cycle opportunities while managing risk and liquidity.

IFM Large Cap Fund

Invest in high quality large cap stocks with strong fundamentals, and stable earnings focusing on capital preservation and long-term wealth creation through active monitoring and sectoral diversification.

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.

001

Non-discretionary PMS

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

002

Advisory Services

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

Non-discretionary PMS

The portfolio manager manages the funds in accordance with the directions of the client.

Advisory Services

The portfolio manager offers investment advice without executing transactions or managing the portfolio.
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.

Experts Who Drive Your Financial Success

Meet Our Team

At IFMIA, we believe that the strength of a firm lies with the expertise of its people. Our team comprises award-winning portfolio managers, seasoned analysts, and relationship specialists – all united by a shared commitment to excellence, ethics, and client-centric service.

With decades of collective experience across equity markets, macroeconomics, and financial strategy, we bring both depth and precision to every investment decision. What truly sets our team apart is not just their credentials, but their ability to translate complex market dynamics into clear, actionable insights for our clients.

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.

Mr. Iqbal Singh

Managing Director and Principal Officer

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.

Mr. Ankit Himatsingka

Director

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

Mohali Office

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

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

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Market Indices

Trackers of overall market performance

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