Ionic Wealth

Your wealth is your first startup! You’ve built it with vision, discipline, and hard work. Just like a founder builds their first startup. Now scale it with the right co-founder to unlock its true potential. We are Ionic Wealth, #YourWealthCoFounder.

Our update on the US Fed decision to keep rates unchanged - "Fed has right chosen to be on a likely extended pause given the uncertainty." Read more details below: #CITN

India is entering a period of rapid wealth creation, with the country’s ultra-HNI population growing among the fastest in the world, and nearly 57% of this segment under the age of 40. This new generation is more global in outlook, more deliberate about long-term wealth creation, and far less willing to accept generic advice. We built Ionic Wealth to serve this shift, where digital capabilities and relationship-led advisory come together through an omnichannel model. Seeing that conviction translate into US$1 billion in AUM in just under two years is deeply encouraging. It reflects a team that has built with discipline, stayed focused on clients, and never cut corners on quality. Congratulations to Srikanth, DJ, Shobhit, and the entire @IonicWealth team on crossing this milestone. This is just the beginning. India’s wealth creation journey is still unfolding, and institutions that combine trusted advice with strong digital capabilities will shape the next phase of wealth management. #AngelOne #IonicWealth #WealthManagement

4/4 None of this was built alone. Our clients trusted us as we started out. Our partners built with us, and our team delivered when it mattered. That foundation is what we’re building on next. More here: moneycontrol.com/technology/ion…

3/4 Investment expertise drives what it must - allocation, risk management, and depth of view. The two reinforce each other: AI powers the infrastructure. Human expertise owns the judgement. That is the Ionic Wealth model.

In less than two years, Ionic Wealth has crossed $1 billion in Assets Under Management. From day one, Ionic was built on a simple belief: the future of wealth management will not be purely digital (DIY) or purely advisory, it will be omnichannel. 1/4

Gold and Silver ETFs: Tax Edge Explained Credit - @ionicwealth

Join our Twitter (X) Space today at 7 pm on 'Investing and Asset Allocation in Times of War'. Speakers: @ankitapathak_ @harshmadhusudan @abhymurarka Link to join (set reminder): x.com/i/spaces/1PKqr…

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 𝐅𝐞𝐚𝐭𝐮𝐫𝐞 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐃𝐀𝐈𝐒 𝟐𝟎𝟐𝟔 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐄𝐝𝐢𝐭𝐢𝐨𝐧 We’re delighted to share an insightful article from 𝐨𝐮𝐫 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐜𝐢𝐚𝐥-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐦𝐚𝐠𝐚𝐳𝐢𝐧𝐞, unveiled at the prestigious 𝐃𝐀𝐈𝐒 𝟐𝟎𝟐𝟔 – 𝐃𝐮𝐛𝐚𝐢 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐒𝐮𝐦𝐦𝐢𝐭. 𝐀𝐫𝐭𝐢𝐜𝐥𝐞 𝐓𝐢𝐭𝐥𝐞: Specialised Investment Funds: Gateway to better risk-adjusted returns 𝐀𝐮𝐭𝐡𝐨𝐫: 𝐌𝐫. 𝐇𝐚𝐫𝐝𝐢𝐤 𝐌𝐞𝐡𝐭𝐚, Lead Tax, 𝐈𝐨𝐧𝐢𝐜 𝐖𝐞𝐚𝐥𝐭𝐡 𝐑𝐞𝐚𝐝 𝐍𝐎𝐖: resources.pmsbazaar.com/special-editio… #DAIS2026 #PMSBazaar #AlternativeInvestments #WealthManagement #FundManagers #InvestmentStrategies #PMSBazaar

Read the full #InvestingPantheon report here: ionic.in/blogs/investin… Follow @ionicwealth for more insights. /end

5/ Actionable insights for the Global investor: - Reduce concentrated exposure in US mega-caps based on learning above. - #Futureproof your portfolios: Balance structural macro tailwinds (against tightening liquidity) and diversify to capture the right drivers of growth.

Volatility | Broadening of participation | Rotation #InvestingPantheon Part 1: Volatility, measured by VIX. The core message: Volatility is up, but this isn’t a risk-off market Volatility is meaningfully high this year in US with the CBOE VIX up ~43% in just 6 weeks YTD! 1/4

Interesting chart from @ionicwealth 's April-25 Chartbook India had a record number of FTAs under negotiation ... the recent signing of multiple FTAs evidences most turned into signed FTAs The section of the chart explains how India's trade flow is expected to change by 2033 with key economies @abhymurarka

Entering that time of the market when 1 yr & 2 yr returns look good, but the 18m period hasn’t delivered much. So don’t just look at absolute returns (1 yr or 2 yr or any period) and insist on looking at rolling returns too! Check @ionicwealth app to see comparison for your funds

When: Tuesday, 27th January | 6:00 PM IST Zoom Webinar: ID: 832 3463 0923 Passcode: 12345 Join: us06web.zoom.us/webinar/regist… We look forward to seeing you! @AashishPS @ankitapathak_

We are entering the last leg of FY26, amidst multiple events: Dynamic INR, Geopolitics and AI. Is Your Global Allocation Keeping Up? Join @AashishPS, ED & CEO, @WhiteOakCap & @ankitapathak_ (Head - Global Investments, Ionic Asset) to discuss global diversification. Details below: