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Fund Manager

Bharat Jain

Bharat Jain is the Co-Founder and Chief Investment Officer of I Wealth Management LLP, where he applies over 20 years of expertise to lead the firm’s investment policy and fund management. A certified CFA charterholder and former professional at ENAM Securities, he is specialized in "logic-based" value investing, utilizing proprietary fundamental and derivative models to navigate complex market cycles. As the manager of the SEBI-registered i-Wealth Fund (AIF Category III), Jain focuses on an absolute return-oriented strategy, prioritizing capital preservation and rigorous valuation to identify high-potential opportunities in the Indian equity markets.

I Wealth Fund
I Wealth Management LLP
Benchmark
Inception
ASUM
1Y Retur.
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