Crafting Financial Success with Integrity and Insight
Power Your Next Wealth Milestone with IFMIA PMS
OUR CORE VALUES
TRUST
KNOWLEDGE
ETHICS
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.
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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.
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
It has been very satisfying to have them as our investment consultants. Their knowledge base, trust they inspired and ethics they observed are outstanding. I wish them well and glorious success in the future…
Mr. Harpal Singh
Alumni Harvard Business School
Mr. Iqbal Singh has been very kind personally with his time, with his advice, forgetting that I have a very small, minuscule investment. I would like to see in future, in not very distant future, Mr. Iqbal Singh to grow to higher heights and my ambition will be to see him as owner of a bank, may be a small one which naturally will grow to a big one once he starts…
Mr B. S. Devgan
Executive Director, Swaraj Mazda Ltd., Mohali
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
It has been very satisfying to have them as our investment consultants. Their knowledge base, trust they inspired and ethics they observed are outstanding. I wish them well and glorious success in the future…
Mr. Harpal Singh
Alumni Harvard Business School
Mr. Iqbal Singh has been very kind personally with his time, with his advice, forgetting that I have a very small, minuscule investment. I would like to see in future, in not very distant future, Mr. Iqbal Singh to grow to higher heights and my ambition will be to see him as owner of a bank, may be a small one which naturally will grow to a big one once he starts…
Mr B. S. Devgan
Executive Director, Swaraj Mazda Ltd., Mohali
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.
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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 / 01Equity
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Product / 02Mutual Funds
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Product / 03Insurance
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Product / 04Commodities
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Product / 05REAL ESTATE
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Product / 06FIXED INCOME
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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.
Investment Strategy
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.
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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
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Weekly Market Pulse
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Market Indices
Trackers of overall market performance
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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.