Mitra.money is a forward-looking wealth management firm, run by a team of financial experts who are ex-bankers, alumni from IIT – IIMs and CAs, helping IT professionals, High Net-worth Individuals, NRIs and Corporate achieve financial clarity, security, and long-term growth through smart, personalized solutions. We currently manage ₹75 Cr+ in assets for 250+ happy clients. Here are some of the solutions we offer – 

For Individuals: We help you build and grow wealth with:

• Smart Diversified Portfolios – combining robo-advisory tools with expert human insights tailored to your short term and long term goals 
• Risk-based Portfolio Design – aligned to your life goals and return expectations
• Financial Planning 
• PMS & AIF
• Insurance & Protection – Life, Health, Vehicle and Accident cover

 For Companies: Our SmartCorp Program empowers organizations to boost Profitability by efficient cash flow management and enhanced employee productivity and well-being. 

• Treasury Management Services
• Group Health Insurance
• Financial Wellness Programs (Money School sessions, 1-on-1 Counselling)
• Portfolio reviews for employees

MitraMoney

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