At a glance

Ira Wealth is a leading wealth advisory firm providing a wide range of financial services to a diversified client base including UHNIs, HNIs and Corporates.

Our Journey

Established in 2017, Ira Wealth is a financial services firm offering services such as Multi Family Office, Wealth Advisory, Brokerage & Distribution services in the areas of Listed Equities, Unlisted Equities, Fixed Income, Commodities, Real Estate, Structured products, Corporate deposits, Bonds & Loans to institutions.

Our vision

We are committed to placing your needs first, always. We do this through our steadfast focus on delivering performance in the long-term. Beyond performance, our personalized, innovation-led approach and responsive culture enable us to offer you that extra edge.

We embody the Ira Wealth promise every day, through our actions. Our culture gives us the confidence on driving continued success and value creation for all our stakeholders. We believe, embrace, and live these values and behaviours every day.

Our Process

Our wealth management team focuses on three critical aspects:

  • - Generating Consistent & Sensible Returns that can beat inflation and create wealth.
  • - Building safety nets to protect one's wealth from unforeseen circumstances.
  • - Building an Estate Plan to ensure near-zero transmission loss while transmitting wealth to the next generation.

Key Team

Aakash Gupta

          Managing Partner           Qualification: B.Com, MBA           Total Work Experience: 15+ Yrs           Past Organization: 360 One Wealth

Pooja Luthra

          Partner           Qualification: B.Com, MBA           Total Work Experience: 15+ Yrs           Past Organization: Layam Group

Akshay Gupta

          Partner           Qualification: B.Com, MBA           Total Work Experience: 10+ Yrs           Past Organization

Anurag Jain

          Partner           Qualification: B.Com, MBA           Total Work Experience: 22+ Yrs           Past Organization: HDFC, HSBC, IDBI Bank

Aditi Lalwani

          Partner           Qualification: B.Com, MBA           Total Work Experience: 15+ Yrs           Past Organization: 360 One Wealth

Shammi Khanna

          Partner           Qualification: B.Com, MBA           Total Work Experience: 22+ Yrs           Past Organization: TD, ADCB, Citi, ICICI Bank

Neesha Roy

          Associate Vice President           Qualification: B.Com, MBA           Total Work Experience: 8+ Yrs           Past Organization: Welfin Distribution

Rakesh Sharma

          Associate Vice President           Qualification: B.Com, MBA           Total Work Experience: 10+ Yrs           Past Organization: ICICI Bank

Ravi Chandra

          Senior Associate           Qualification: B.Com, MCA           Total Work Experience: 10+ Yrs           Past Organization: Kfintech, Artech, Selectsys

Sarika Tajane

          Senior Associate           Qualification: B.Com, M.Com           Total Work Experience: 9+ Yrs           Past Organization: Online Account System

Sri Mounika

          Senior Associate           Qualification: B.Tech, MBA           Total Work Experience: 6+ Yrs           Past Organization: ICICI Bank

Sankethi Reddy

          Senior Associate           Qualification: B.Pharma, MBA           Total Work Experience: 3+ Yrs           Past Organization

Sindhuja Narpina

          Senior Associate           Qualification: BBA, MBA           Total Work Experience: 3+ Yrs           Past Organization

Sai Eshwar Chary

          Associate           Qualification: B.Com, MBA           Total Work Experience: 3+ Yrs           Past Organization: Factset