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, with prior experience in the US capital markets at State Street and University Fund, and over three years as an active trader in Indian equities, complements this perspective. Together, they observed a gap in the Indian wealth management space — while products such as PMS and AIFs cater to high-ticket investors, and distributors often take passive approaches, there are very few advisors actively managing and guiding direct equity portfolios for a wider base of investors. Investantra was created to bridge this gap. The approach combines active investment strategies with a deep understanding of each client’s unique risk profile and financial goals. Advisory spans across direct equities, fixed income, commodities, and real estate — always tailored, never one-size-fits-all. The focus is on helping clients become engaged participants in India’s growth story while preserving capital and building wealth in a disciplined, transparent manner.