Taufeek Khan

For over a decade, I have been advising business owners, entrepreneurs, Ultra High Net Worth Individuals (UHNIs) and family offices on preserving, growing and transitioning wealth through disciplined investment strategies. As AVP – Private Wealth at IIFL Capital, I work closely with clients to understand their financial objectives, risk appetite and long-term aspirations, helping them build portfolios aligned with their unique requirements. My advisory experience spans a broad range of investment solutions, including:• Portfolio Management Services (PMS)• Alternative Investment Funds (AIF)• Mutual Funds• Fixed Income Solutions• Structured Investments• Asset Allocation & Portfolio Strategy• Estate & Succession PlanningI believe successful wealth management is built on trust, disciplined asset allocation and long-term relationships. Every investment decision should be guided by a well-defined strategy rather than short-term market movements. I enjoy engaging with promoters, business families, entrepreneurs, CXOs and family offices to exchange perspectives on markets, investment strategies and long-term wealth creation. Specialties: Private Wealth Management | UHNI Advisory | Family Office Solutions | PMS | AIF | Mutual Funds | Fixed Income | Portfolio Strategy | Asset Allocation | Estate Planning📍 Mumbai, India