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I Wealth Management LLP - Fund Manager

Bharat Jain

Bharat Jain

Bharat Jain has 20+ years of experience in investment and trading in the Indian Equity markets. His investment approach is understanding the markets through different prisms of quantitative, derivatives, technical, fundamental and financial economics. He is naturally curious about how the world works and is interested in understanding how behaviour impacts markets and collective decision-making, the economic impact on markets and never hesitates to challenge assumptions. This has translated to creating modules across different sectors, industries, market capitalization and market scenarios, leading to successful implementation in creating wealth over the years consistently for his clients. He is a co-founder of I Wealth Management LLP, and CIO of I Wealth Fund (SEBI Registered CAT Ill fund). He holds a Bachelor’s Degree in Commerce from Mumbai University I Sydenham College and a CFA level II Certificate from the CFA Institute, USA

Fund Name
Classification
Fund AUM (Cr.)
I Wealth - I Wealth Fund 1
Equity: Small Cap
I Wealth - I Wealth Fund 2
Equity: Large Cap
No Data
Fund Name1M3M6M1Y3Y5YSince Inception
I Wealth - I Wealth Fund 1
4.4%
-0.1%
10.6%
55.6%
27.08%
N/A
24.03%
I Wealth - I Wealth Fund 2
4.47%
12.18%
27.19%
34.41%
N/A
N/A
16%
Fund Performance