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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −7.1% | −5.6% | −1.6% |
| 3 Months | −2.6% | −3.6% | +1.0% |
| 6 Months | +18.6% | +8.1% | +10.5% |
| 1 Year | +1.6% | −2.3% | +4.0% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | −5.7% | +11.7% | −17.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 15-month window · Source: Computed from NAV history
Maximum drawdown: 21.4%
IFM Investment Advisors’s story and investment philosophy are on the IFM Investment Advisors firm page.
Anuj Singla
Branch Manager
Mr. Anuj Singla has 8 years of experience in Hospitality and Aviation and a 12-year tenure with IFM. He assists the Managing Director and facilitates key company activities.
Pankaj Sharma
Deputy Branch Manager
Mr. Pankaj Sharma handles the broking business of IFM. He holds a Post Graduate Diploma in Business Management (Finance) with 12 years of equity experience and 14 years with IFM.
Maninder Singh Tuli
Sr Manager-IT & Admin
Mr. Maninder Singh Tuli has over 15 years of experience in IT and business management and has been with IFM for more than 6 years handling IT & Admin functions.
Abhinav Bhatia
Research Analyst
Education- B.com, CFA Level 2 Candidate. Sectors Covered – Banking & New Age Business
Jatin Gupta
Research Analyst
Education- B.com, MBA Finance. Sectors Covered – Industrials, Utilities & Real Estate
Sarthak Maggon
Research Analyst
Education- B.com, CFA (All levels cleared). Sector Covered – Oil, Gas & Consumer Discretionary
Shivashish Kaushik
Research Analyst
B.Com (H), Chartered Accountant. Covers IT, Financial Services and Materials sectors.
Sarwan Kumar
Manager
Operational team member at IFMIA handling managerial responsibilities.
Aishwarya Sharma
Assistant Manager
Operational team member serving as Assistant Manager.
Parul Sharma
Executive- Business Development
Handles business development initiatives within the operational team.
Reena Khan
HR Executive
Responsible for HR operations at IFMIA.
Amit Chandel
Digital Marketing Executive
Handles digital marketing functions for IFMIA.
Karan Arora
Research Analyst
Education- B.com, B.com, CFA (All levels cleared). Sectors Covered – Pharma & Consumer Staples
Preeti Kumari
Assistant Manager
Iqbal Singh
BoardManaging Director and Principal Officer
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.
Ankit Himatsingka
BoardDirector
Ankit Himatsingka is a seasoned finance professional with 15 years of experience across diverse industries. A Chartered Accountant (CA) by qualification, he has worked with reputed organizations such as ITC, Richemont, and multiple Sequoia-backed startups, holding leadership roles, including serving as CFO until 2024. Now a full-time equity investor, Ankit has been actively investing in the equity markets for over two decades, earning a strong reputation for his deep insights into the economy and global market trends. An alumnus of Harvard Business School, he completed the prestigious Senior Executive Leadership Program (SELP), further enhancing his leadership capabilities and expanding his global network. With a keen eye for market dynamics and financial strategy, he continues to analyze and navigate global markets with expertise.
Dr. Amanjot Kaur
BoardDirector, Compliance Officer
Dr. Amanjot Kaur holds a PhD and MBA in Finance. A certified investment advisor, she brings over 25 years of experience in Financial Services, Banking, and Customer Service. Starting her career at the Ludhiana Stock Exchange, Dr. Kaur gained early exposure to capital markets and went on to hold leadership roles at Citibank NA as Regional Operations & Service Head. She also played a pivotal role in launching depository services at HDFC Bank. Committed to financial literacy and skill-building, she actively empowers students, professionals, and investors. Her research spans Behavioural Finance, Financial Literacy, Asset Management Companies, and Financial Well-being. She bridges research with practice through workshops, advisory programs, and industry training. She was also selected for the Cherie Blair Foundation UK under the Goldman Sachs 10,000 Women Program.
Sandeep Jain
AdvisorHe is a Chartered Accountant with over 20 years of experience in audits, forensic investigations, and business restructuring. He is a co-founder and director of several ventures including Punjab Agro Unnati Grameen Marketing Pvt. Ltd. (PUGMARK), Farmers Studio Agritech, Curative Organics, Aditracap Advisors and Treta Agro (Just Organik). A committed angel investor, he actively mentors early-stage startups in agribusiness, with a focus on innovation, sustainability and rural empowerment.
Akshit Lakhotia
AdvisorHe has cleared CFA level 2 and holds a degree in B.com & M.Fin. He began his career in 2016 with Sarthi Capital Advisors Pvt. Ltd., advising SMEs on public listings across major Indian exchanges. After completing his Master's, he joined Aurigin Inc., a global SaaS-based M&A platform, where he facilitated Series A to C fundraising mandates for corporates in South and Southeast Asia. He later joined EY-Parthenon, Ernst & Young's strategy consulting arm, advising global Private Equity funds and MNCs on commercial due diligence, go-to-market strategies, and portfolio value creation. His expertise spans Technology, Energy and Education sectors, with a focus on strategic advisory, investment analysis, and market assessment.
Registration No
INP000009436
Fund Manager
Mr.iqbal singh
Principal Officer
Mr.iqbal singh
Inflow
₹24.36 Cr
Outflow
₹1.75 Cr
Net
₹22.61 Cr
Not reported — complaint data for this strategy isn't available yet.
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