Rules of Investing
Confused about debt equity proportion ?
Here are some rules that can make things easier for you!
Select your age to know the Equity percentage in your portfolio
Considering your age you should keep {{ equity_expo }}% in Equity mutual fund.
Find out how much you should save
Annual income
As per you annual income you should Save minimum ` {{ savings }}  every year.
Select your age to know the Debt percentage in Your Portfolio
Considering your age you should keep % in Debt mutual fund.
Find out how much you should invest via Sip
Annual income
As per you annual income you should invest minimum ` {{ savings_amt }}  per month via sip.
You are physically fit today.
But will you remain fit, if you don't
Workout Regularly?
Taking risk with Equity Mutual Fund
is necessary & essential for good portfolio
Debt Funds Simplified
Avoid the choppy markets & erratic returns
Consider Debt Funds for safe returns
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Transaction in existing folio
You can know invest in your existing folio with the help of Mobile App.
Buy new funds
Buy new funds or schemes from selected AMCs though our App.
Group portfolio tracking
You can track multiple portfolio at the same place anytime.
Learn MF investing
Learn all about investing process step wise through Mobile App.
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We adopt a structured & disciplined approach & provide you portfolio
solutions which meet your desired financial goals and milestones.

Founded by Alumnus of IIM Calcutta & Certified Financial planner, Investment Mitra Advisors LLP provides a unique array of proprietary and individually tailored wealth management solutions and transactional services. Our investor’s portfolio includes investments from traditional and non-traditional investment products, sometimes uniquely structured products and is well diversified across asset classes viz equity, debt, real estate, precious metals and alternative investments including Art & Sculptors. The overall array of Investment Mitra services affords our clients a “one-stop” family office-type experience and a long term trust relationship.

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Disclaimer : is an online website of InvestmentMitra who is registered vide ARN- 73619 as a Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.