Our Story
Full scale solutions for families and individuals
Investreet Advisors is a full service wealth management firm that helps families and individuals plan and grow their wealth better. We believe that in India, there is a big gap of sound financial advisors for the affluent and the middle class. These services are mostly exclusively available for High Net Worth Individuals, which is something that we have set out to correct.
We approach each client with fresh personalized perspectives, crafting unique solutions to drive success. Despite our growth, we remain committed to our core values of customer-centricity and transparency. Let us turn your aspirations into achievements. Ready to grow your wealth in a systematic and disciplined manner? Contact us today to explore the possibilities.
Meet Our Founder
Passion for Excellence
❖ SEBI registered investment adviser
❖ CFA charterholder and a PGDM from IIM Indore
❖ Nearly 15 years of experience across
➢ Investment banking handling equity, debt and structured product transactions
■ Raised over 3,000 crore of capital for clients across sectors
➢ Headed a wealth management platform (altifi.ai)
■ Established and scaled the platform to 30,000 users and enabled 400 crore of transactions in 3 years
➢ Corporate strategy covering M&A, new initiatives and business planning
