InvestmentMitra, founded by IIM Alumnus & Certified Financial Planner is, a boutique wealth management firm, a premier provider of financial & investment advisory and transactional services to its high net worth individuals, niche corporate and institutional clients and also retail clients, who are resident Indians including NRIs & PIOs. 

We offer comprehensive array of investment advisory and wealth management services. At InvestmentMitra, we take a comprehensive approach to wealth management. In our advisory process, we pay close attention to combining the benefits of prudent wealth planning with the objectives of asset preservation and growth. We strive to afford our clients with the convenience of a single-point contact experiences.

Our Mission
Our mission at InvestmentMitra is to impart financial education and make available all such information to our clients that will help them make a well informed investment decision.

We work together with our clients in qualifying, selecting and accessing superior wealth management opportunities that are convenient, matching client’s risk appetite and offering optimum returns. We are dedicated to their individual financial needs on an ongoing basis with a focus on long term wealth preservation and risk controlled growth.

Who Our Clients Are
We serve twin categories of investors - one whose sole objective is wealth enhancement taking calculated risk (Wealth Management) and others whose objective is goal based investments (Financial Planning). Our Clients are high networth individuals, wealthy families, corporate, public and private sector employees. They tend to be savvy individualists and independent thinkers who shy away from “running with the masses”. And, most importantly, they appreciate the benefits of working with a boutique firm like ours and value the privilege of truly independent expert advice.

InvestmentMitra

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