About Investantra

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.