Ionic Investment Opportunities Fund — Ionic Wealth | Wisefolio

Ionic Investment Opportunities Fund

Cat III · Managed by Ionic Wealth

The Right Strategy, Reserved For a Select Few

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Ionic Investment Opportunities Fund (IN/AIF3/25-26/2068) is a SEBI-registered Category III AIF — the AIF vehicle of Ionic Wealth, a tech-enabled wealth management platform backed by Angel One (India's largest stockbroking firm by active clients). AOIMAPL (Angel One Investment Management and Portfolio Advisory Private Limited) may establish and manage Alternative Investment Funds. Ionic Wealth was co-founded by Srikanth Subramanian (MD & CEO), Shobhit Mathur, and Dharmendra Jain. As of January 2026, Ionic manages over INR 8,200 crore (approximately USD 1 billion) in client assets, with more than 1,600 clients and a 215+ person team. The AIF was registered on February 27, 2026 — Ionic's newest product tier. Nipun Doshi is Lead Compliance at Ionic (nipun.doshi@ionic.in), confirmed SEBI contact. Registered address: 601, 6th Floor, Ackruti Star, MIDC, Chakala, Andheri East, Mumbai – 400093 = Ionic Wealth's registered office.

Investment philosophy

Ionic Wealth applies a '4A Framework' — Assessment, Allocation, Access, Advantage — to personalised wealth management for India's mass affluent and HNIs. For Shobhit Mathur, Co-Founder, the gap between ultra-HNWI private banking and FinTech-driven retail platforms is 'both a market limitation and a generational opportunity.' The firm serves India's rising mass affluent investors using AI, domain expertise, and an omnichannel model. The AIF tier provides access to the 'inner circle of wealth creation' — structured equity and alternatives strategies for clients with portfolios above INR 1 crore.

Team11

Srikanth Subramanian

Managing Director & CEO (Co-founder)

Srikanth Subramanian is co-founder and CEO of Ionic Wealth (By Angel One). He leads the firm's strategy to expand from 9 cities (Mumbai, Delhi, Gurugram, Chennai, Bengaluru, Ahmedabad, Baroda, Kolkata, Pune) into tier-2 and tier-3 cities.

Shobhit Mathur

Co-Founder, Ionic Wealth

Shobhit Mathur is Co-Founder of Ionic Wealth, focused on serving India's mass affluent investors through a hybrid model combining technology with human advisory. He articulates the investment philosophy and market positioning of the firm.

Nipun Doshi

Lead – Compliance, Ionic Wealth; SEBI Contact Person

Nipun Doshi is the Lead – Compliance at Ionic Wealth (nipun.doshi@ionic.in) and the Nodal Grievance Officer. He acknowledges user grievances within 24 hours and endeavours to address them within SEBI-prescribed timelines. He is the SEBI-designated contact person for Ionic Investment Opportunities Fund.

Dharmendra Jain

Jaspreet Bindra

Advisor

Founder, The TechWhisperer UK, Visiting Professor, Ashoka & Singularity Universities

CP Gurnani

Advisor

Ashish Hemrajani

Advisor

Registration

SEBI registration

SEBI-registered

SEBI registration no.IN/AIF3/25-26/2068

RegisteredFeb 2026

Valid untilPerpetual

Contact personNipun Doshi

Address601 6th Floor Ackruti Star Chakala MIDC Central Road Andheri East, Mumbai, Maharashtra, 400093

Investment manager

Ionic Wealth

Insights

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Disclaimer

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