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.

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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.

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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.
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Key Team

Aakash Gupta is a Co – Founder & Managing Partner of Ira Wealth.

He has a decade of experience in the Financial Services industry, across Equity Research and Private Wealth Management. He is responsible for introducing the Ira Wealth proposition to new clients, as well as expanding the relationship with existing clients.

He is responsible for driving the organization’s philosophy, mission, vision and its strategic goals and objectives. He has built a team of experienced and talented professionals from within and outside the industry, who manage some of the most distinguished families.

Aakash holds an MBA Degree in Marketing & Finance and a Certified CFP.

Pooja Luthra is a Co - Founder & Managing Partner has more than 8 years of experience in handling legal & operations, compliance, client servicing and technology in the Wealth Management and Automobile Industry.

She is primarily responsible to ensure seamless operations, compliance to regulatory and statutory guidelines, client servicing and client satisfaction.

Pooja holds an MBA Degree in Marketing & Finance from MIME – JGI Group, Bangalore and acquired her Bachelor’s Degree from Symbiosis Centre for Management Studies, Pune.

Akshay Gupta is Partner at Ira Wealth with more than 4 years of experience in the Financial Services industry, across Equity Research and Private Wealth Management. In his current role, Akshay focuses on the domestic Wealth Advisory practice.

His primary responsibility is to carry out wealth management activities for HNI clients in the southern region, while executing sales strategies nationwide.

Akshay holds an MBA Degree in Marketing & Finance

Anurag Jain is a Partner at Ira Wealth with over 20 yrs. of experience in the financial services industry across Wealth Management and Private Banking with various companies including HDFC, HSBC, IDBI, Capital First etc. managing investment portfolios for Ultra High Net Worth Individuals.

Aditi Lalwani is a Partner-Sales at Ira Wealth with over seven years’ experience in the financial Services industry across Wealth Management, Private Banking and Trading.

Aditi started her career as a credit Manager, then moved to becoming an expert in Derivatives Trading.

Her last stint was with IIFL Wealth and Asset Management where she managed investment portfolios for Ultra High Net Worth Individuals.

Shammi Khanna

Shammi Khanna is a Partner at Ira Wealth with over 20 years of experience in Financial Services with a MBA Finance from Rotman School of Management, University of Toronto, MBA in Marketing from Hindu Institute of Management and CTEP certified. He has worked in various MNC banks like TD Bank in Toronto, Citi Bank & ADCB Bank in UAE, ICICI Bank & Universal Trustees in India. He has successfully advised business families, NRIs, Corporates and CXOs on wealth management, offshore banking, structuring family office, overall corporate strategy for expansion, mergers & acquisitions, estate planning and succession planning.

Advisors

Sanjay Rego is a practising Lawyer, and also a qualified Chartered Accountant. He is also a member of the Society of Trust and Estate Professionals, STEP). He also holds a Post Graduate Diploma in Securities Laws. Sanjay has over 24 years of post-qualification experience. He has worked for over 14 years with Deloitte and has advised clients on matters relating to personal, trust commercial, tax, FEMA and corporate laws and relating to shareholder agreements.