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

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

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