S Roshan Valiathan

Investantra was founded by Roshan, a SEBI-Registered Investment Adviser with over a decade of experience in equity research and family office management, and Rishabh, a finance professional with global capital markets experience from State Street and the University Fund in the US. Together, they identified a critical gap in India’s wealth management landscape—where active, personalized equity advisory was accessible to only a few.

Investantra was created to change that. The firm offers active portfolio management and tailored financial advisory across equities, fixed income, commodities, and real estate. By combining rigorous market research with a deep understanding of each client’s risk profile and goals, Investantra ensures that portfolios are dynamic, transparent, and growth-focused.

Their mission is simple yet powerful: to help investors actively engage in India’s economic journey while preserving capital and compounding wealth with discipline.