IP Wealth blends proven expertise with technology, offering risk-adjusted, tax-efficient, and diversified strategies. With 1,250+ clients and ₹260 Cr+ AUM, our focus is long-term, sustainable growth.
Get Proven Returns with
Tailored Strategies
Diversified, risk-adjusted, and tax-efficient wealth offering designed
to secure your future.
Returns Generated
₹4600Cr+
+
Clients Served Since Inception
₹Cr+
Wealth Under Management
₹4,Cr+
Returns Generated for Clients
~10.%
Average IRR Across Investments
Plan for Life Goals
Comprehensive financial roadmaps, including retirement, estate, and tax planning so every stage of life is secure.
ISmarter Portfolio Growth
Diversified, risk-adjusted strategies across equity, debt, bonds, PMS, AIFs, and insurance - optimized for consistent returns.
Why choose IP Wealth
Building Wealth With Clarity & Confidence.
With 1,250+ clients and ₹260 Cr+ assets under management, IP Wealth combines proven expertise and cutting-edge technology to deliver wealth solutions that are transparent, tax-efficient, and built for long-term growth.
Trusted Expertise
Led by industry veterans with 20+ years of experience across ICICI, Reliance, and Aditya Birla, our leadership ensures strategies backed by knowledge and credibility.
Tailored Solutions
From retail investors to startups and HNIs, we build personalized portfolios aligned with unique financial goals and growth journeys.
Technology-Enabled
Seamless digital platforms provide 360° portfolio tracking, real-time insights, and effortless investing.
Proven Track Record
₹4,600 Cr+ returns generated, ~10.5% IRR delivered, and consistent YoY growth across all investor segments.
Services
Our Core Services
Wealth Management
Strategic portfolio construction, multi-asset diversification, and risk-adjusted investment strategies tailored to your goals.
Financial Planning
Comprehensive roadmaps covering retirement, estate, tax planning, and goal-based investments for every stage of life.
Fixed Income & Bonds
Access to high-quality listed bonds, private equity, corporate FDs, and curated NCD offerings with steady, predictable returns.
Alternative Investments
Premium access to AIFs, PMS, REITs, structured products, and early-stage opportunities for higher yield and diversification.
Services
Work Process
How IP Wealth Works
Step 1:Understand Your Goals
We start with detailed financial profiling - covering income, expenses, risk appetite, and long-term life goals like retirement or wealth transfer.
Step 2: Build Your Portfolio
Our experts design a tailored, risk-adjusted investment strategy across equities, bonds, insurance, PMS, AIFs, and tax-efficient products.
Step 3: Monitor & Optimize
With active monitoring, regular rebalancing, and technology-driven insights, your portfolio stays aligned with your goals and market conditions.
Our Team
Our Expert Team
Harsh Mirani
CEO (Chief executive officer)
Syed Uvais
COO (Chief Operating Officer)
Vaibhav Naidu
Director (Head of International Business)Subscribe for latest update
about Finance
FAQs
Frequently Asked Questions
1. What makes iPlan different from other wealth managers?
2. Who can invest with IPlan?
We serve a wide spectrum - retail investors (SIP & tax planning), HNIs (portfolio management), MSMEs (cash management), and startups (funding solutions).
3. What kind of returns can I expect?
While past performance doesn’t guarantee future results, IP Wealth has delivered an average IRR of ~10.5% across debt and equity strategies, with ₹4,600 Cr+ generated in client returns.
4. How does iPlan help with tax efficiency?
Our team uses tax-harvesting and structured investment strategies to minimize your tax outflow while maximizing post-tax returns.
5. Are my investments safe with IP Wealth?
Yes - we work only with regulated, high-quality issuers, across equities, bonds, PMS, AIFs, and insurance. We emphasize capital protection alongside growth.
6. Do you provide NRI investment solutions?
Absolutely. NRIs can access mutual funds, PMS, AIFs, and global opportunities through GIFT City, with full regulatory compliance.
7. How do I get started?
It begins with a simple financial profiling exercise. Once we understand your goals, we build a customized portfolio, monitor it actively, and rebalance when required.