Wealth • Investments • Portfolio Solutions

Build Wealth With Clarity.
Invest With Purpose.

Personalised investment and wealth solutions for HNI, NRI, business owners and growth-focused investors.

HNI Wealth Solutions

Personalised investment solutions for substantial portfolios and long-term wealth objectives.

Diversified Investments

Access a broad range of equity, mutual fund, PMS, AIF and fixed-income opportunities.

Research-Led Approach

Make informed investment decisions with market insights, portfolio analysis and structured planning.

Dedicated Relationship Support

A relationship-led approach to help you review, manage and evolve your investment strategy.

Investify Prism is led by Kishore Devaraj, Authorised Person associated with IIFL Capital Services Limited.

Bar chart showing growth milestones of ₹5,000 Cr, ₹15,000 Cr and ₹17,000 Cr+

60+ AMCs available on the Investify Prism platform

  • 360 ONE Asset
  • Axis Mutual Fund
  • Bajaj Finserv Mutual Fund
  • Bandhan Mutual Fund
  • Bank of India Mutual Fund
  • Baroda BNP Paribas Mutual Fund
  • Aditya Birla Sun Life Mutual Fund
  • Canara Robeco Mutual Fund
  • DSP Mutual Fund
  • Edelweiss Mutual Fund
  • Franklin Templeton Mutual Fund
  • Groww Mutual Fund
  • HDFC Mutual Fund
  • Helios Mutual Fund
  • HSBC Mutual Fund
  • ICICI Prudential Mutual Fund
  • Invesco Mutual Fund
  • ITI Mutual Fund
  • Kotak Mutual Fund
  • LIC Mutual Fund
  • Mahindra Manulife Mutual Fund
  • Mirae Asset Mutual Fund
  • Motilal Oswal Mutual Fund
  • Navi Mutual Fund
  • Nippon India Mutual Fund
  • Old Bridge Mutual Fund
  • PGIM India Mutual Fund
  • PPFAS Mutual Fund
  • quant Mutual Fund
  • Quantum Mutual Fund
  • Samco Mutual Fund
Our Investment Solutions

Comprehensive Wealth & Investment Solutions

Explore a range of investment solutions designed to help you build, diversify and manage wealth across different market cycles. From equities and mutual funds to PMS, AIF, fixed income and global investments, Investify Prism brings multiple opportunities together through a relationship-led approach.

HNI & Wealth Core

Equity & Stock Market

Build long-term wealth through listed equities with a research-led approach to portfolio construction, diversification and market opportunities.

Explore Equity

Mutual Funds & SIP

Build disciplined wealth through professionally managed mutual fund solutions across equity, debt and hybrid categories, with SIP options for long-term goals.

Explore Mutual Funds

PMS & AIF

Explore professionally managed and alternative investment solutions designed for eligible HNI and affluent investors seeking differentiated portfolio opportunities.

Explore PMS & AIF

Diversification

Bonds, NCDs & Fixed Income

Diversify your portfolio with bonds, NCDs, fixed-income opportunities and other debt-oriented solutions aligned with your investment objectives.

Explore Fixed Income

SIF — Specialized Investment Funds

Explore specialized investment strategies designed for investors seeking differentiated market-linked opportunities beyond conventional investment options.

Explore SIF

Model Portfolios

Explore professionally curated portfolio strategies built around defined investment approaches, asset allocation and periodic portfolio review.

View Model Portfolios

Opportunities

IPO & New Opportunities

Explore Initial Public Offerings and selected market opportunities as part of a diversified investment strategy.

Explore IPOs

Global Investing

Access opportunities beyond Indian markets through global equities, ETFs and international investment solutions, subject to applicable regulations.

Explore Global Investing

Algo & Quantitative Trading

Explore technology-driven and systematic market strategies designed for investors and traders seeking structured approaches to market participation.

Explore Algo Solutions

Also Available Through the IIFL Ecosystem

NPS & Retirement Planning

Long-term retirement-focused investment solutions designed to help build a structured retirement corpus.

Commodities & Currency

Market access across commodities and currencies for investors seeking additional diversification or tactical exposure.

IIFL Capital’s current capital-market offering includes commodities, currencies, US stocks, ETFs and derivatives in addition to its core investment products.

Looking for a more personalised investment approach?

Speak with Investify Prism to discuss your investment objectives, portfolio and wealth goals.

Discuss Your Wealth Goals
Our Wealth Approach

A Structured Approach to Building Wealth

Every investor has different goals, responsibilities, risk preferences and time horizons. Our approach begins with understanding your financial objectives and then exploring investment solutions that align with your overall wealth strategy.

Understand Your Goals01

Understand Your Goals

We start with your financial picture

Before discussing investment options, we understand your goals, existing portfolio, time horizon, liquidity needs, risk preferences and long-term wealth objectives.

Build Your Investment Strategy02

Build Your Investment Strategy

Create a diversified investment approach

We explore suitable investment solutions across equities, mutual funds, PMS, AIF, fixed income and other available opportunities based on your objectives and investment profile.

Execute With Clarity03

Execute With Clarity

Make the investment process simple

From account opening and documentation to investment execution, we provide relationship-led support throughout the process and help you understand the relevant investment options.

Review & Evolve04

Review & Evolve

Keep your portfolio aligned with your goals

Markets, financial priorities and personal circumstances can change. We encourage periodic portfolio reviews to assess allocation, diversification and alignment with your evolving objectives.

Why Investify Prism

A Wealth Approach Built Around You

Your financial goals, risk preferences, investment horizon and existing portfolio are unique. Investify Prism takes a personalised, relationship-led approach to help you explore and manage investment solutions with greater clarity.

Personalised Investment Approach

We begin by understanding your financial goals, existing investments, risk preferences and long-term objectives before discussing suitable investment solutions.

One Relationship Across Your Investment Journey

From account opening and investment selection to portfolio reviews and ongoing support, we aim to make your investment journey more organised and transparent.

Built for Long-Term Wealth Creation

We focus on disciplined investing, diversification and long-term financial objectives rather than making short-term market movements the centre of your wealth strategy.

Multiple Investment Solutions

Explore equities, mutual funds, PMS, AIF, bonds, NCDs, IPOs, global investment opportunities and other solutions through the broader investment ecosystem available to eligible investors.

Research & Portfolio Perspective

Understand your investment choices through market insights, portfolio analysis and structured discussions around risk, diversification and long-term objectives.

Relationship-Led Support

Get dedicated support throughout your investment journey, with regular communication and assistance when you need to review your financial priorities or portfolio.

HNI & NRI Wealth Solutions

Specialised attention for HNI, affluent and NRI investors seeking to build, diversify and manage wealth across Indian and global investment opportunities, subject to applicable eligibility and regulations.

Personalised Investment Approach

We begin by understanding your financial goals, existing investments, risk preferences and long-term objectives before discussing suitable investment solutions.

One Relationship Across Your Investment Journey

From account opening and investment selection to portfolio reviews and ongoing support, we aim to make your investment journey more organised and transparent.

Built for Long-Term Wealth Creation

We focus on disciplined investing, diversification and long-term financial objectives rather than making short-term market movements the centre of your wealth strategy.

Multiple Investment Solutions

Explore equities, mutual funds, PMS, AIF, bonds, NCDs, IPOs, global investment opportunities and other solutions through the broader investment ecosystem available to eligible investors.

Research & Portfolio Perspective

Understand your investment choices through market insights, portfolio analysis and structured discussions around risk, diversification and long-term objectives.

Relationship-Led Support

Get dedicated support throughout your investment journey, with regular communication and assistance when you need to review your financial priorities or portfolio.

HNI & NRI Wealth Solutions

Specialised attention for HNI, affluent and NRI investors seeking to build, diversify and manage wealth across Indian and global investment opportunities, subject to applicable eligibility and regulations.

Investify Prism portfolio dashboard on mobile
Digital Investing Experience

Your Investments, Connected in One Place

Access and manage your investments through the digital investment platforms available through the IIFL Capital ecosystem, while receiving relationship-led support from Investify Prism.

Invest Across Multiple Categories

Access available investment products including equities, mutual funds, IPOs and other market-linked solutions.

Track Your Portfolio

View your investments, holdings and relevant portfolio information through the applicable digital platform.

Market & Investment Insights

Stay informed with market information, research and investment-related resources available through the platform.

Convenient Digital Access

Manage your investment journey digitally while staying connected with your Investify Prism relationship team.

Secure Account Access

Use the applicable IIFL Capital digital channels for account and investment access, subject to their terms and security processes.

Investify Prism combines digital access with personalised relationship support — giving you the convenience of online investing while keeping your wealth journey connected to a dedicated point of contact.

Client Experiences

Hear From Investors Who Chose Clarity

Every investor has a different journey. Our approach is built around understanding individual goals, providing clear information and supporting clients throughout their investment journey.

“I wanted a more structured approach to managing my investments. Kishore took the time to understand my existing portfolio and explained the available options clearly without making the conversation complicated.”

AK

Aravind Kumar

Business Owner · Chennai, Tamil Nadu

“What I appreciated most was the way everything was explained before I made an investment decision. The discussions around diversification and long-term goals gave me a clearer view of my portfolio.”

PL

Priya Lakshmi

IT Professional · Coimbatore, Tamil Nadu

“I was looking for someone who could help me look at my investments beyond individual stocks. The portfolio discussions helped me think more about diversification, risk and long-term wealth creation.”

SN

Suresh Nair

Entrepreneur · Kochi, Kerala

“As a business owner, I don't always have time to follow every market development. Having a dedicated point of contact to discuss investment opportunities and portfolio-related questions has been valuable.”

KR

Karthik Reddy

Entrepreneur · Hyderabad, Telangana

“The investment process was explained step by step, which made it easier for me to understand what I was investing in and why it was being considered for my financial goals.”

NK

Naveen Kumar

Professional · Bengaluru, Karnataka

“I was particularly interested in building a diversified portfolio rather than focusing only on one investment category. The conversations around mutual funds, equities and other solutions helped me look at my investments more holistically.”

MS

Meenakshi Srinivasan

Business Professional · Madurai, Tamil Nadu

“I wanted a more structured approach to managing my investments. Kishore took the time to understand my existing portfolio and explained the available options clearly without making the conversation complicated.”

AK

Aravind Kumar

Business Owner · Chennai, Tamil Nadu

“What I appreciated most was the way everything was explained before I made an investment decision. The discussions around diversification and long-term goals gave me a clearer view of my portfolio.”

PL

Priya Lakshmi

IT Professional · Coimbatore, Tamil Nadu

“I was looking for someone who could help me look at my investments beyond individual stocks. The portfolio discussions helped me think more about diversification, risk and long-term wealth creation.”

SN

Suresh Nair

Entrepreneur · Kochi, Kerala

“As a business owner, I don't always have time to follow every market development. Having a dedicated point of contact to discuss investment opportunities and portfolio-related questions has been valuable.”

KR

Karthik Reddy

Entrepreneur · Hyderabad, Telangana

“The investment process was explained step by step, which made it easier for me to understand what I was investing in and why it was being considered for my financial goals.”

NK

Naveen Kumar

Professional · Bengaluru, Karnataka

“I was particularly interested in building a diversified portfolio rather than focusing only on one investment category. The conversations around mutual funds, equities and other solutions helped me look at my investments more holistically.”

MS

Meenakshi Srinivasan

Business Professional · Madurai, Tamil Nadu

Investment Insights

Stay Informed. Invest With Greater Clarity.

Explore market insights, investment education and wealth-planning perspectives designed to help investors understand opportunities, risks and important developments across financial markets.

Get Investify Prism Insights

Stay connected with useful investment insights, market updates and wealth-planning perspectives delivered to your inbox.

What You’ll Receive

Market & Investment Insights

Understand important market developments, investment themes and financial-market trends.

Wealth & Portfolio Perspectives

Explore ideas around diversification, portfolio construction, long-term wealth creation and investment planning.

Mutual Fund & Equity Education

Learn how different investment products work, including equities, mutual funds, SIPs and other market-linked solutions.

HNI & NRI Wealth Insights

Explore topics relevant to affluent investors, business owners, HNIs and NRIs building and managing long-term wealth.

Start Your Wealth Journey

Let’s Talk About Your Wealth Goals

Whether you are building your first investment portfolio, managing substantial wealth or looking to diversify an existing portfolio, Investify Prism can help you explore investment solutions aligned with your financial objectives, investment horizon and risk preferences.

Speak with Kishore Devaraj to discuss your goals and explore the available investment options.

+91 93611 53599
contact@mail.investifyprism.com
FAQs

Frequently Asked Questions

Find answers to common questions about investing, wealth management, portfolio solutions and working with Investify Prism.

Investify Prism provides access to a range of investment solutions through the applicable IIFL Capital ecosystem, including equities, mutual funds and SIPs, IPOs, bonds and NCDs, PMS, AIF, SIF and other investment opportunities, subject to applicable eligibility and regulations.

Join Our Community