At a glance

Ira Wealth is a premier wealth advisory and financial services firm offering comprehensive, long-term solutions to Ultra-High-Net-Worth Individuals (UHNIs), High Net Worth Individuals (HNIs), and Corporates.

Our approach combines disciplined investing, risk management, and legacy planning to protect and grow wealth across generations.

Our Journey

Founded in 2017, Ira Wealth has evolved into a multi-disciplinary financial services firm offering :

⇢ Wealth Advisory & Multi-Family Office Services

⇢ Brokerage & Distribution

⇢ Investment Advisory across Listed & Unlisted Equities

⇢ Fixed Income, Bonds & Structured Products

⇢ Commodities & Real Estate Advisory

⇢ Corporate Deposits & Institutional Lending

Our journey is defined by long-term partnerships, market expertise, and an unwavering focus on client outcomes

Our vision

⇢ To place our client’s interests first — always.

⇢ We strive to deliver sustainable, long-term wealth creation through a personalized, innovation-led approach.

⇢ Beyond performance, our culture of responsiveness, integrity, and accountability enables us to create enduring value for clients and stakeholders alike.

Our Process

Our wealth management framework is built on three core pillars :

  • 1. Consistent Wealth Creation
        ⇢ We focus on sensible, inflation-beating returns through diversified portfolios and disciplined asset allocation.
  • 2. Capital Protection
        ⇢ We design financial safety nets to protect wealth from market volatility and unforeseen life events.
  • 3. Legacy & Estate Planning
        ⇢ We enable seamless wealth transfer across generations, minimizing tax inefficiencies and transmission loss.
OUR TEAM OUR TEAM

OUR TEAM


Member 1

Aakash Gupta

Managing Director

Aakash holds a degree in B.Com and in MBA, bringing over 16+ years of professional experience, and has previously been associated with 360One Wealth, offering strong leadership & deep industry expertise.

Member 2

Pooja Gupta

Director

Pooja holds a degree in B.Com and in MBA, bringing over 16+ years of professional experience, and has previously been associated with Layam Group, offering strong leadership & deep industry expertise.

Member 3

Akshay Gupta

Director

Akshay holds a degree in B.Com and in MBA, bringing over 11+ years of professional experience, offering strong leadership & deep industry expertise.

Member 4

Neesha Roy

Associate Vice President

Neesha holds a degree in B.Com and in MBA, bringing over 9+ years of professional experience, and has previously been associated with Welfin Distribution.

Member 5

Rakesh Sharma S

Associate Vice President

Rakesh holds a degree in B.Com and in MBA, bringing over 11+ years of professional experience, and has previously been associated with ICICI Bank.

Member 6

Ravi Chandra B

Senior Associate

Ravi holds a degree in B.Com and in MCA, bringing over 11+ years of professional experience, and has previously been associated with KFintech, Artech & Selectsys India.

Member 7

Sarika Tajane

Senior Associate

Sarika holds a degree in B.Com and in M.Com, bringing over 10+ years of professional experience, and has previously been associated with Online Account System.

Member 8

Srimounika R

Senior Associate

Srimounika holds a degree in B.Tech and in MBA, bringing over 7+ years of professional experience, and has previously been associated with ICICI Bank.

Member 9

Sankethi Reddy P

Senior Associate

Sankethi holds a degree in B.Pharma and in MBA, bringing over 4+ years of professional experience.


Member 10

Sindhuja Narpina

Senior Associate

Sindhuja holds a degree in BBA and in MBA, bringing over 4+ years of professional experience.


Member 11

Sai Eshwar Chary

Senior Associate

Eshwar holds a degree in B.Com and in MBA, bringing over 4+ years of professional experience, and has previously been associated with Factset.

Member 12

Rama Devi P

Senior Associate

Rama holds a degree in B.Com and in MBA, bringing over 12+ years of professional experience, and has previously been associated with Universal, Rotodyne, Turbo Aviation.

Member 13

Naveen Boini

Associate

Naveen holds a degree in B.Com and in MBA, bringing over 4+ years of professional experience, and has previously been associated with KFintech.

Member 14

Madhu Gundla

Associate

Madhu holds a degree in B.Com, bringing over 4+ years of professional experience, and has previously been associated with CorpOne.

Member 15

Srikavya R

Associate

Srikavya holds a degree in B.Com and in MBA, bringing over 3+ years of professional experience, and has previously been associated with SBI Mutual Fund.