Innovative Consultants was established in 2004 by Mr. Iqbal Singh, a senior banker with Citibank & HDFC Bank. The growing needs of advisory services and encouragement of the existing clients, created the space for expansion. It was the unconditional support of S Peshaura Singh Thind in all walks of life in last 5 years, which encouraged Innovative Consultants to take one step ahead and constitute Innovative Financial Management (IFM) Pvt. Limited. Chaired by S P. S Thind, Innovative Financial Management is running with a vision to create a globally trusted, first choice brand in financial services domain in the client’s mind. IFM aims at providing the best financial solutions to its clients in India & abroad. Various services provided by Innovative Financial Management to its clients include Wealth Management, Insurance , Broking & Mutual Fund advisory along with add on services like Estate planning & Taxation. IFM is majorly involved in Wealth Management Services with state of art technology.
Winners of the Best Financial Award 2013 by CNBC TV-18 powered by ICRA, IFM strives to provide a completely reliable, actionable and unbiased consulting experience. IFM is built on the towers of trust, transparency and honesty towards the client and is driven by customer-centric, ethical, research based processes & systems for wealth creation, management & optimization.
IFM, with assets under advisory of Rs500 cr, is catering to High networth individuals as well as retail clients across various asset classes. The flagship product offered by the company is Model Portfolio - the Portfolio Advisory Services. For its advisory services, IFM believes in the dictum "all are different, everyone is unique”. Thus the approach adopted by IFM starts with need based analysis of the client and financial goals and liabilities of the client are discussed in depth. The risk level of the client is ascertained and a customized portfolio is developed, keeping in view the specific needs of the client.