To empower family offices, corporates, HNIs and UHNIs with personalized, data-driven wealth management solutions, leveraging our multi-asset expertise to protect, grow, and optimize their financial futures. We are dedicated to delivering tailored strategies that align with our clients’ unique aspirations, values, and goals, while minimizing risk and maximizing long-term success.
We strive to deliver excellence in wealth management, focusing on trust, innovation, and long-term growth.
To be the trusted partner for family offices, corporates, HNIs and UHNIs, recognized for our innovative, holistic approach to wealth management. We aspire to create lasting legacies by providing unparalleled insights, adaptive strategies, and diversified investments that navigate the complexities of the global financial landscape, ensuring the preservation and growth of wealth for generations to come
To be the most trusted partner in creating and preserving wealth over generations.
With over 20 years of expertise in FX, Treasury, and Wealth Management, Mr. Abhishek Goenka has advised more than 900 companies and Family Offices. Recently, He founded Billionz, a wealth management firm that leverages a data-driven, multi-asset, and multi-geography strategy to create personalized portfolios with active rebalancing and diversification.
Passionate about knowledge-sharing and industry leadership, Mr. Abhishek has established Treasury Elite, followed by entrepreneur-focused podcasts and events. As a recognized thought leader in FX and Financial Markets, he contributes to leading financial news channels (CNBC, Bloomberg, ETNOW) and publications (Reuters, FT, ET, BS).
Mr. Abhishek Goenka frequently speaks on Markets and Entrepreneurship for YPOs, EOs, IITs, and export associations. His learning journey includes executive programs at Harvard, Vipassana meditation, and long-time involvement in trekking. He has undergone various Landmark (USA) leadership programs.
Abhishek is committed to creating 10X value for clients in business and always delighted to contribute to people’s lives. He has earned various consulting awards across India and the Middle East. Mr. Abhishek Goenka was honored with the 40 Under 40 Entrepreneur Award in Mumbai in 2019.
With over 15 years of leadership at IFA Global, Nitika has been instrumental in driving the company’s Strategy, Marketing, and Sales divisions since joining in 2008. Under her guidance, IFA Global has emerged as one of the fastest-growing FX and Treasury consulting firms in India.
She is also the co-founder of Billionz, a wealth management firm by IFA Global that employs a data-driven, multi-asset, and multi-geography approach to build personalized portfolios with active rebalancing and diversification.
Nitika holds a bachelor’s degree in commerce and a master’s degree in management from The University of Kent, along with certified executive programs from Harvard University. Her excellence has been recognized with numerous accolades, including ‘Inspirational Woman Leader 2024’ and ‘Best FX & Treasury Advisory Company’ by Transformance in 2024 in Riyadh.
Her dedication and strategic vision continue to shape the success and growth of the firm
Priyank Shah is a seasoned Chartered Accountant with over 15 years of expertise in Treasury Risk Management. He has completed Level II of the CFA program and has held key roles at ICICI Bank, JSW Steel, and Mount Meru Group, managing risks across foreign exchange, interest rates, and commodities.
At ICICI Bank, Priyank played a key role in Treasury Risk Management and ALM, executing hedging strategies, managing debt mutual fund portfolios, and ensuring regulatory compliance (CRR & SLR). He also oversaw working capital and borrowings, optimizing asset-liability management and leveraging arbitrage opportunities.
At JSW Steel, he played a vital role in implementing risk mitigation strategies aligned with corporate policies. As Head of Treasury at Mount Meru Group, he managed market risks, working capital, and fundraising. With deep expertise in hedging strategies and financial risk management, Priyank brings a strategic approach to navigating complex financial landscapes and driving organizational success.
With over 18 years of extensive experience in Corporate Finance, Trade Finance, Forex, Treasury, Credit Administration, and Wealth Management, Mr. Deepak Bhandari brings a profound understanding of financial strategies to drive growth and ensure stability.
He has worked with renowned companies , including Man Industries (India) Ltd, Alok Industries Ltd, Uttam Value Steels Ltd, and IPCA Laboratories Ltd. His expertise spans key areas such as working capital management, Forex & Treasury Management, Banking operations, and Fund Management.
Currently serving as Assistant Vice President at IFA Global group. Mr. Bhandari leverages his diverse industry experience to provide a comprehensive macroeconomic perspective and strategic financial insights.
Nishant is an economist by qualification and a CFA candidate with a strong interest in financial markets, wealth management, and corporate strategy. He began his career at Morgan Stanley, gaining valuable experience in the financial sector.
For the past three years, he has been a part of IFA Global Group, working closely with large corporate clients. His focus includes FX risk management, investment structuring, and financial planning, helping businesses navigate evolving market conditions. He is part of the investments team at Billionz – the wealth arm of IFA Global Group. He also handles IFA’s proprietary money through various model portfolios.
With a keen interest in financial and wealth operations, Nishant strives to apply economic insights and strategic solutions to achieve effective financial outcomes. His ability to combine macroeconomic understanding with investment strategies allows him to contribute meaningfully to risk and wealth management.
Mr. Harsh Shah has over 23 years of experience in Business Transformation, Corporate Turnaround, and Strategic Execution, Harsh is passionate about helping organizations achieve their full potential and create lasting value. He Joined IFA’s Advisory board and became a coach a year ago and made some amazing changes in the company and our people’s lives. He is a graduate of the Senior Executive Leadership Program of Harvard Business School and an HBS alumni.
A seasoned Chartered Accountant and former President of the Institute of Chartered Accountants of India, with extensive experience in the accounting industry. He currently serves as an Independent Director for listed companies and as the President of the Indo-American Chamber of Commerce – West India Council. With expertise in consulting, advisory, management, statutory audit, and risk management, he also holds the position of Chairman at Nippon Life India Trustee Ltd. Previously, he was the Chairman of 360 One Wealth and a Director at IIFL Finance Ltd for over 15 years. Additionally, he served as Chairman and Director at The Federal Bank for eight years. A strong entrepreneurship professional, holding a Diploma in Management from JBIMS in collaboration with BCAS.
Mihir is a seasoned finance professional with ~30 years in financial services, including wealth & asset management, investment banking, capital markets, and structured finance. With ~25 years in CFO and leadership roles, he has led strategy execution, capital management, fundraising, IPOs, M&A, and business transformation. As Group CFO at Nuvama, 360 WAM, and Avendus, he spearheaded business reorganization, capital raises, and equity listings. Previously, he played a key role in launching Arcil from ICICI, leading strategy, investor relations, and raising ₹12B, including India’s first distressed asset fund (₹2.6B). He brings expertise in board collaboration, investor relations, regulatory engagement, and strategic planning.
At Billionz, we understand that managing wealth is not just about numbers; it’s about building a legacy. Our mission is to empower individuals and families to achieve their financial goals through personalized wealth management solutions. With a dedicated team of experts and a client-centric approach, we are here to guide you through every step of your financial journey.
The IFA Global team had a wonderful time with the children from the Navjyot Charitable Foundation on Carter Road, engaging in educational games that enhanced their general knowledge, memory skills, and taught teamwork and leadership.
At St. Catherine’s Home on Veera Desai Road, the IFA Global team spent quality time with the children, enjoying a knowledge quiz, an extempore session, followed by games and snacks.
A health camp was organized for our team members, featuring expert-led sessions on ergonomics, one-on-one counseling, and 15 medical tests, including Blood Pressure, Oxygen Saturation, Heart Rate, Random Blood Sugar, BMI, Dental Assessment, and BMR.
At Billionz, we understand that managing wealth is not just about numbers; it's about building a legacy. Our mission is to empower individuals and families to achieve their financial goals through personalized wealth management solutions. With a dedicated team of experts and a client-centric approach, we are here to guide you through every step of your financial journey.
H-125, 1st Floor, Kanakia Zillion, LBS Marg, CST Road Junction, Bandra Kurla Complex Annexe, Mumbai - 40007
+91 8897390076
info@ifaglobal.net