About Us

“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays”

– Morgan Housel

The Story Behind Iravati

Iravati is an ancient name of an Indian river, symbolizing prosperity, abundance, and the continuous flow of wealth. Like a river that nurtures the land, Iravati Wealth aims to nourish clients’ financial well-being and cultivate sustainable wealth over time.

Rivers are known for their adaptability, flowing through diverse landscapes while maintaining their purpose. Iravati thus represents resilience and flexibility, adapting wealth strategies to ever-changing markets, while steadfastly focusing on clients’ goals.

Vision

To be the most trusted sustainable wealth creation partner for every investor who invests in, allocates to, or advises on alternate investments.

Mission

To be India’s leading boutique wealth management firm empowering discerning investors with strategic financial guidance and exclusive investment opportunities through alternates offering best risk adjusted returns

Purpose

Operating in alternates space which offer the best in class risk adjusted returns, Iravati Wealth is founded with the purpose of enabling financial freedom, enhancing financial inclusion and creating financial legacy for all our investors.

Our Values

Client-Centric Excellence

Prioritizing clients’ unique financial goals and delivering exceptional, tailored solutions to build long-lasting relationships.

Integrity and Transparency

Providing honest and transparent advice, ensuring clients feel informed and secure in every decision.

Innovation and Adaptability

Leveraging advanced technology and adapting to market trends to offer cutting-edge, responsive financial solutions.

Holistic Wealth Management

A comprehensive approach integrating asset management, tax planning and estate planning.

Long-Term Value Creation

Focusing on sustainable growth and preservation of wealth, with an emphasis on long-term value for clients across generations.

Confidentiality and Trust

Maintaining strict confidentiality and safeguarding client information to foster an environment of trust and reliability.

Commitment to Social Responsibility

Encouraging responsible investing and supporting clients in aligning their wealth with social impact goals and values.

Excellence in Client Education

Empowering clients with financial knowledge, ensuring they understand options and are confident in every financial decision.

Our Corporate Responsibility

At Iravati Wealth, we believe in building a future where every individual has the opportunity to realize their full potential. Our commitment to Corporate Social Responsibility goes beyond financial empowerment to fostering inclusive education and support for the visually impaired, especially young girls whose resilience inspires us daily.

As part of this mission, we proudly support NFBM Jagriti School for Blind Girls, an institution dedicated to providing quality education, life skills, and vocational training to visually impaired young women. By partnering with this school, we aim to break down barriers and open doors to a brighter future for these girls, empowering them to lead independent and fulfilling lives.

Our support includes financial contributions to enhance educational resources, technology, and braille learning tools, as well as mentorship programs where our team members volunteer time to offer guidance and encouragement. We are also committed to providing opportunities for internships and career placements for graduates, ensuring a holistic support system from education to employment.

Through this partnership, we reaffirm our dedication to social equity and creating a positive, lasting impact in our communities. Together, we can envision a world where every young girl, regardless of her challenges, has the chance to shine.

Leadership

In an investment career over 28 years, Shilpa has held several leadership positions. Shilpa was MD & Group COO at Equirus, which managed ~USD 1 Bn assets for more than 1 L + investors.

Earlier at ICICI Securities for about a decade, she was rated amongst the best India equity research analysts by Asia Money. She has a 360-degree view on capital markets through her work across equity research, global roadshows fundraise, IPOs, Mergers & Acquisitions, Investor Relations and Corporate functions.

Shilpa works closely with leading industry bodies such as CII on policy formulations, She is regularly invited as Chief Guest, Speaker and Panellist by corporates and educational institutes (IIM Nagour, Gitam University).

She is a bestselling author, her book ‘Double or Quits’ was published by Jaico and ‘Ananya – a bittersweet journey’ by Rupa Publications.

Shilpa is a Chemical Engineer from IIT Roorkee and an MBA from IIM Ahmedabad.

Sriram Subramanian is the founder of Mind Matters, one of India’s leading training firms focused on the consulting industry. Sriram has trained over 40,000 corporate professionals and consultants on various consulting skills including problem solving, structured thinking, impactful communication and client handling.

Sriram worked as a Management Consultant with Accenture for 8 years and was Vice President- Corporate Planning and Strategic Marketing at Piramal Enterprises Ltd. before founding Mind Matters in 2006.

He is an active investor in both equity and debt markets and has published three novels.

Sriram is a Chemical Engineer from IIT Roorkee and an MBA from IIM Calcutta.