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IIFL Private Wealth Management
IIFL Private Wealth Management is both a tech firm and wealth manager in equal measure, and to show its strategy works it has $10 billion in assets. “A lot of businesses, and not only those in the finance industry, invest in the business and then in technology. But the customer experience suffers that way,” says Yatin Shah, executive director and co-founder.
IIFL was set up in 1995 as a financial services conglomerate and hired a team out of Kotak specifically to build IIFL Private Wealth (IIFLW) in 2008.
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