InvestmentMitra Started by Mr. Ajay Sharma.
InvestmentMitra adopts a structured and disciplined advisory approach to provide portfolio solutions to its clients that help them achieve their desired financial goals and milestones.
What are we offering
We not only offer all Financial Solutions to achieve your Financial Goals but also coach you on various aspects of Managing your hard earned money
Insurance Planning is the process of insuring your Life, Health & other Assets so that your family can live life peacefully without worrying about the future. It is the process of Risk Transfer from you to Insurance company for a consideration called Premium
Once the Insurance is done, next step is to plan your Other Financial Goals Like Child Education, Their Marriage, your Retirement by putting your money in Inflation beating Asset Class so that your Purchasing Power can be retained and you reach your Goals Faster
Founded by an Alumnus of IIM Calcutta and a Certified Financial Planner, InvestmentMitra Wealth Management is a boutique investment advisory firm with an objective to offer unbiased and honest advisory services to its clients, including NRIs & PIOs. The firm also has on its penal renowned Chartered Accountants, Company Secretaries, Lawyers and other experts to offer its clients wide array of services.
The success of our firm is anchored in our independence and our consistent delivery of services built on safety, efficiency, precision and integrity.
InvestmentMitra Wealth Management provides a unique array of proprietary and individually tailored wealth management solutions and transactional services. We take a comprehensive approach to our advisory process in order to meet and surpass the expectations of our clients. We strive to combine the objectives of solid portfolio planning with the benefits of professional asset management.
Most investors are keenly aware of the benefits obtained through smart investment planning and cross assets diversification. However due to lack of information, insufficient experience or the absence of a trusted advisor, most never fully benefit from such opportunities. That is where InvestmentMitra can make a big difference. The overall array of InvestmentMitra services affords our clients a “one-stop” family office-type experience and a long term trust relationship.
InvestmentMitra Wealth Management acts upon clear ethical principles and nurtures a corporate culture based on the following values:
Integrity – We act upon clear ethical principles and account for all of our business activities.Independence – We are not tied or obligated to any institution or partner. We are free to pursue matters in our clients ’best interests and consider our independence a privilege that we cherish, as do our clients.
Excellence – Whatever we do, we strive to do it best as a service provider, business partner and employer.
We sell advice not products – The InvestmentMitra team is not in the business of selling products but we sell our advice. We do not incentivize our team on the basis of sales volume and product commissions earned by the company. Bonuses are based on client retention, investment performance, and the like.
Entrepreneurial spirit – We create value for our clients by empowering our staff to act in an entrepreneurial and innovative spirit.
Continuity and partnership – Continuity and a spirit of partnership within InvestmentMitra, as well as in all of our external relationships, are important to us. Our commitment to our staff and our clients is for the long-term.
Confidentiality – Our clients’ trust is our most valued asset. That is why we protect their interests and their confidentiality. It is a virtue deeply entrenched in how we do business
What Our Client Says
We are because of our customers. We are not doing him a fever by serving him . He is doing us a favor by giving us an opportunity to do so.
Our Latest Articles
We continuously write on the subjects that matters to our clients and strive to educate them so that they can take better Financial Decisions