We have one question for you - name one person who doesn't like a good return on investment?
As lucrative as money-making is, handling it is a different ball game altogether! We have all asked our friends and family for "tips" on stocks and SIPs to invest in or have relied on the ancient wisdom of our elders to decide when to purchase gold or whether to put money in a fixed deposit or elsewhere. We know it is daunting and confusing in this wave of financial influencers who keep on suggesting "quick ways" of multiplying your worth. On most occasions, let's be honest, it doesn't work.
Which is why we're here. Let us be your "Mitra", who has the answer to every question of yours regarding financial management, delivered straight by the hands of seasoned professionals from top B-schools of India.
We help you in making the right financial decisions today so that you can sit back and focus on other, more important things in life. Whether you are the CEO of a multi-million dollar company or the owner of an SME, or just someone who would like to use the extra money on your hands to get good returns, we got you covered!
Wealth creation and asset management are central to InvestMitra's ideology which was handpicked by the brain behind fruitful transactions of millions across the globe. What's more? Our experts have a robust portfolio and proven record of having served at some of the most prominent finance giants in the industry today. They bring together a combined experience of decades in helping people amplify their net worth.
They have already marked a century in the corporate world when it comes to enhancing the odds of building a financially secure future for their clients. Every problem of yours, my "Mitra" (friend), is now ours. We're just a click away from solving each one of those!
Mission
To revamp the notion that financial management and planning is a tedious process by offering tailor-made solutions for all your finance-related problems and being the one-stop solution for everyone, everywhere.
Vision
To provide our clients with the best services that will help them augment their financial standing and build a better, more financially secure future for them.
Objective
To make financial planning and management more accessible, affordable, and hassle-free for every budget.
Get to Know Your Financial Experts
Ravi Uttamchandani
Founder and Chief Investment Advisor
When it comes to money, "less is more" is a myth. We bust it by turning that less into more!
Having grown up in a country that has had endless debates centred around economic reforms and the GDP, Ravi has always been inclined toward not letting money become the roadblock to anyone's success.
His brainchild - InvestMitra, is a cumulative by-product of working for years in the fiscal departments of firms from small to medium to large while trying to make sense of people's investment patterns. He understood early on that a "fixed method" of financial planning is a myth. With every new wallet, comes the need for micro-management of funds.
Throughout his years of working as a Financial Advisor after having graduated from India's premier institute of NMIMS' and completing his CFA Level 1, he knew that he wanted to employ his in-depth understanding of the stock market and financial sphere to help others comprehensively define and reach their financial goals.
He is known in the financial industry for his market-related ingenuity and steadfastness after having achieved a stellar growth rate of more than 34.57% during the last eight years of his Investment Experience.
Yet, the man is no stranger to handling multi-million worth portfolios after having to his professional standing the accolade of combined revenues exceeding $100+ million. He understands the need to identify the right Financial Objectives for every client in today's highly dynamic market.
Whether you have a mammoth risk appetite or want to be ultra-careful about where we put your money, he has a feather up his cap to help you with it all. HE is known for his unwavering commitment to providing each client with high-quality service, and he's confident that our financial management and portfolio management services will deliver more than what you'd expect!
