At a glance

Ira Wealth is a leading wealth management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporates, financial institutions, HNIs and UHNIs. At Ira, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.

Our Journey

Established in 2017, Ira Wealth is a financial services firm offering wealth management, advisory, brokerage & distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net-worth individuals and families.

Our highly trained and specialized team of financial strategists engages with clients from across the country as well as those based abroad.

Our vision

In addition to our custom-designed solutions, we focus on 'uncomplicating' the entire process of private wealth management for each client.

Our focus on building long-term relationships defines our business. Our advisory, backed by a strong product and research team, underscores the unmatched value of the Ira wealth proposition.

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