At Iravati,
We Help Build your Financial Legacy
Through Bespoke Investment Solutions
How We Help
To us, you matter the most
We understand your long-term goals are unique and thus we craft tailored solutions
Our valued customers
Catering to the investment needs of HNIs, UHNIs, family offices, corporate treasuries and institutions
Expertise
We have three decades of experience in investments across market cycles and asset classes
Integrity
Prioritizing our clients’ interests with honesty, transparency and ethical practices in every decision we make
Why We Are Different
Exclusive Focus on Alternative Investments
We focus on alternative investments to generate superior risk adjusted returns
Belief in Data, Analysis and Periodic Review
We use logical, structured, data-driven approach to investing to build superior portfolios
Trusted Partners
We only work with Fund Managers & AMCs who uphold highest ethical standards, as well as have well established proven processes
No ‘Spray and Pray’
We bring to you a concentrated basket of products in equities and fixed income.
Putting Clients First
We invest time to understand you, your family, your goals, risk tolerance to match your vision of financial freedom, success and security
Strong Background in Investments
We are passionate about what we do, have strong DNA in research and have proven track record
Begin Your Own Wealth Creation Journey Now!
Understanding of goals and risk appetite to determine asset allocation strategy followed by seamless implementation and regular monitoring.
Why Alternative Investments?
Benefits of PMSs and AIFs for Investors
- Exclusive Investment Opportunities
- Diversification beyond Traditional Assets
- Higher Alpha Potential
- No benchmark constraints
- Optimally balance risk diversification (while avoiding the perils of over-diversification)
- Flexibility to spot and invest in themes in early stages of life-cycle
- Allow an idea to run its course without constraints
- Customised Portfolios
- Higher Transparency
The underlying assets are equity(listed) or debt(money market, listed bonds, private credit); but structuring is different than that of a Mutual Fund.
We Genuinely Care
- No conflict of interest: we have no other stakeholders to care for, only our investors.
- Skin in the game: the founders have personally invested significant sums in each of the products distributed by us.
- Growth with safety: We have stringent risk management frameworks in place; protection of your capital is our top most priority
The Iravati Wealth Way
Simple, Sophisticated & Actionable
Define Goals
Life / Personal Goals
Financial Objectives
Constraints
Determine Strategy
Risk Profiling
Asset Allocation
Implementation
Portfolio Creation
Execution
Monitor & Adjust
Periodic Review
Course Correction