Personalized Investment Advice Built Around Your Goals
Investantra was founded to offer thoughtful, transparent, and client-first investment advisory for investors seeking more than generic product distribution.
Roshan, a SEBI Registered Investment Adviser, brings over a decade of experience as a Research Analyst, family office professional, and active investor in Indian markets. Rishabh adds global perspective with prior experience in the US capital markets at State Street and University Fund, along with hands-on experience as an active trader in Indian equities.
Together, they identified a clear gap in the Indian wealth management space. While PMS and AIF offerings largely serve high-ticket investors, and many market participants focus on product distribution, there are relatively few advisers offering active, personalized guidance for direct equity portfolios and broader wealth creation needs.
Investantra was created to bridge that gap through tailored advisory aligned to each client’s risk profile, financial priorities, and long-term objectives. The advisory approach spans direct equities, fixed income, commodities, and real estate, with a strong focus on disciplined decision-making, transparency, and long-term wealth building.
The goal is simple: to help clients participate in India’s growth story with greater clarity, stronger conviction, and a structured approach to preserving and growing wealth.
00+
Successful
Clients
Proactively research markets and adjust your portfolio to capture opportunities and manage risks, ensuring your wealth never sits idle.
Dedicated, tailored attention from a low client-to-advisor ratio team who truly understands your goals.
Integrate investments, insurance, retirement, and estate planning into a unified, coherent strategy for your financial future.
No hidden commissions, no proprietary products, just transparent, conflict-free guidance.
Advisory Solutions Designed Around Your Financial Journey
Investantra offers thoughtful, personalized advisory services focused on helping you make informed decisions, manage risk with discipline, and build long-term financial confidence.
Investment Advisory
Curated investment strategies designed to align your wealth with your life goals, grounded in research, risk discipline, and long-term value creation.
Portfolio Review
An independent, data-driven assessment of your existing portfolio to uncover inefficiencies, rebalance risks, and realign performance with your evolving objectives.
Comprehensive Wealth & Legacy Planning
An integrated approach to protect, grow, and transfer your wealth seamlessly by combining financial, retirement, insurance, and estate planning into a cohesive long-term strategy.
Multi-Asset Advisory with an Active PM Approach
Investantra follows an active portfolio management mindset across carefully selected asset classes, with each allocation guided by research, risk control, and portfolio relevance.
Equities
Active, research-based stock selection for tactical and strategic purposes.
Real Estate
Diversification only via REITs, InvITs and AIFs.
Fixed Income
Capital preservation and stable returns.
Metals & Commodities
Hedge against inflation and macroeconomic factors.
Derivatives
Tactical hedge against short to medium term market swings.
Meet the People Behind Investantra
Investantra combines research-led investing, market experience, and a client-first advisory approach to deliver thoughtful wealth solutions tailored to long-term financial goals.
S Roshan Valiathan
Proprietor
CFA, FRM, MSc, PGDFM, PGDAST
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Specializing in portfolio management and wealth advisory, Roshan has over a decade of experience in capital markets, family office investments, and structured wealth solutions.
Rishabh Sharma
Consultant
Global Equity Markets
BSBA, Northeastern University – Finance & Accounting
With expertise in global markets and proprietary trading, Rishabh has experience in both U.S. and Indian capital markets. He has cleared CFA Level 1.
Regulatory Complaints Disclosure for the Month Ending – February 2026
| Sr No | Received From | Pending as of Last Month | Received | Resolved* | Total Pending# | Pending Complaints > 3 months | Average resolution time (days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly From Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 | 0 | 0 |
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month.
^ Average Resolution time is the sum total of time taken to resolve each complaint in days
in the current month divided by the total number of complaints resolved in the current month.