About Us - investmentmitra.com

[About]

Your trusted partner in financial planning and allied services.

All the luxurious things whether owing a home, starting a new business or finding a suitable way out for a comfortable retirement, everything comes with an attached price tag. When any of the above goals or aspirations of an individual are left unsatisfied, the need of financial planning comes into play.

This is where we can help. Our wide range of financial services including financial planning, tax planning, succession planning and plans related to insurance, mutual funds, NPS, bonds etc. will come handy as per your budget and requirements.

Financial Planning has got a larger perspective. Tax Planning is an important component of Financial Planning that enables the person to reduce tax liability legally. Succession Planning is also equally important for both individual and Businesses. It helps them in passing on their legacy to right heirs. We have vast experience of handling all the complex issues arising due to misalignment and financial disputes which may arise due to mismanagement of finances.

We are committed towards providing timely, unbiased and expert guidance so that the best financial decisions can be possibly made. We use our complete knowledge in order to suggest investment options to the clients, as per their long-term and short-term goals.

500

Customers

10 Years

Experience

Certifications Done

[WHAT WE STRIVE TO DO?]

Our Mission, Vision & Values

To grow as the most Reliable and Trusted Brand.
To Grow as the most Respected Brand in Financial and risk management Solutions .
To be the most Diversified Brand in providing Investments As well as risk management Options.
To bring financial independence and abundance to our clients.
We will manage our business honestly and ethically. We will always do what is right and take personal responsibility for our actions.(Integrity)

[Why Us]

Why Choose Us!

Because it’s all about YOU throughout the process

Accurate Assessment of your risk profile
Regular Review of your investments
Ensure you Prosper Peacefully
Advise based on facts and research
You will find me honest and knowledgeable

[Testimonials]

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.

InvestmentMitra People are thoroughly professional and knowledgeable. They know how to invest in different asset class as per our financial goals. I and my company, Avgat Ecommerce Pvt Ltd. have full faith in InvestmentMitra. We have seen lots of ups and down in market but their professional advise always benefits to our investment through them. We are inline to our financial goals and we wish to all the best them for their future expansion plans.
- Mr. Deepak Khatri
- Works at CBRE, Noida
I am NRI living in Australia since long time. It’s an amazing experience by investing with Mr. Ajay Sharma (Investmentmitra), An amazing Human being, Easily accessible, Completely professional & Great analyst of Indian mutual funds and market. The best part is low risk strategy has always been followed by InvestmentMitra which provide enough comfort to investors on their hard earned corpus. Mr. Ajay is an Ex defense man & I always appreciate his services for our nation & now being a true advisor he is helping number of investors to grow their wealth. I prefer to choose right advisor with caution while you investing your money and Investmentmitra is the right place for your investments.
- Mr. Vikas Saroha
- Head of Technology Oracle
I have been connected to Ajayji of InvestmentMitra from 2014, when we attended the IIMC Strategic Management course together. I knew he is from finance back ground but didn't connect much earlier but from past 3 years he is my go to person for any investment I make even if it's small amount. He looks my profile every year n suggest me what all correction needed and I'm blindly follow him, because my portfolio was very scattered with so many funds without good returns but now with help of InvestmentMitra, my profile is so structured with less funds with very good returns. He spends lot of time to analyse and understand our financial immediate and future needs post that only he suggests. This analysis very much need for better portfolio management. I take his suggestion whenever there is a need to invest or withdraw. Our quick calls and emails happens quite often. Because I was his batchmate in IIMC he is not charge me till now. But surely I don't mind his charges as I have gained more. I didn't had much knowledge on funds, he thought me well on the different funds and his benefits. My profile is quite well distributed in Small, Mid n Large cap funds. I was reluctant to invest more in equity but with InvestmentMitra guidance now my 90% portfolio is in equity and which are doing very good. Thank you Ajay ji and InvestmentMitra. Wish you great success
- Mrs. Smitha Natarajamurthy
- Project manager at Infosys, Mysore
InvestmentMitra stands true to their NAME their advise and working is outstanding they are the first advisor team I have come across who don't run for commission but for overall benefits and holistic approach for Investment Happy to have you in my Investment life. CHEERS
- Mr. Anuj Batra
- Dehradoon
I have been associated InvestmentMitra Since 2015, I happen to get in touch with Ajay as matter of chance. It is beyond imagination for a person sitting in Hyderabad to consult with a financial advisor sitting in NCR. I was investing earlier, but with guidance from Ajay as consultant my investment journey has been very fruitful. He and his team explains the nuances of the investment and helps you achieve your goals. I have complete faith in his team and their abilities.
- Mr. Himanshoo Arya
- Director, Excelex Biopolymers Pvt Ltd, Hyderabad