Feel the joy and freedom of a more secure financial future with InvestMitra.
Investment is not a flip of the switch or one-time activity. It takes time to understand what is meaningful for your own financial objectives, and the journey may take you through some tough times.
With InvestMitra, invest your way out of all your tough times, and let us plan and design the best investment opportunities for your future.
Our customized investment solutions not only fit the requirements of your financial situation and budget but also protect you from losing money when the market hits lows.
We as Registered Investment Advisor have been recognized by SEBI (Securities Exchange Board of India) and remain trusted for Investment Advisory services. We guide you on various aspects of finance like asset allocation, debt management, tax efficiency, financial planning etc. Our expert portfolio managers use proprietary research methodology to recommend customized investment strategies and help you make profitable investment decisions.
Financial Planning
Planning your needs and requirements by evaluating your current financial status, financial objectives, risk appetite, etc.
Mutual Fund Advisory
Investing in direct plans of mutual fund schemes that can ensure optimum asset allocation and at least 1.5%+ returns in the future.
Portfolio Management
Establishing a portfolio of investment avenues that maximize returns from capital investments with optimal risk management.
Equity Advisory
Helping you make better investment decisions and achieve long-term goals by researching and handpicking stocks.
Bonds Advisory
Helping you achieve your short term objectives and also reducing volatility in your portfolio by recommending quality bonds in your portfolio to maximize your returns.
Real Estate Advisory
Analysing and optimization of real estate investments in a portfolio to maximize capital returns.
Startup Investment Advisory
Identify start-ups with high growth potential, maximize returns on investment, and assist you in investments in start-ups.
P2P Lending
Connecting investors with an online lending platform to generate remarkably high returns.
Global Equity
Making foreign investing easy by picking strong foreign equities & funds that deliver higher returns.
Lease Financing
Identifying viable lease financing avenues for investors considering credibility, tenure, and legal details of the contract.
Fractional Ownership of Property
Endorsing fractional ownership as a method to invest in high-value properties that produce superior returns over time.
Unlisted Shares
Assisting investors in investing in companies that aren't yet listed on public exchanges to maximize returns.
