MitraMoney Information

Mitra.money is a forward-looking wealth management firm, run by a team of financial experts who are ex-bankers, alumni from IIT – IIMs and CAs, helping IT professionals, High Net-worth Individuals, NRIs and Corporate achieve financial clarity, security, and long-term growth through smart, personalized solutions. We currently manage ₹75 Cr+ in assets for 250+ happy clients. Here are some of the solutions we offer – For Individuals: We help you build and grow wealth with: • Smart Diversified Portfolios – combining robo-advisory tools with expert human insights tailored to your short term and long term goals • Risk-based Portfolio Design – aligned to your life goals and return expectations • Financial Planning • PMS & AIF • Insurance & Protection – Life, Health, Vehicle and Accident cover For Companies: Our SmartCorp Program empowers organizations to boost Profitability by efficient cash flow management and enhanced employee productivity and well-being. • Treasury Management Services • Group Health Insurance • Financial Wellness Programs (Money School sessions, 1-on-1 Counselling) • Portfolio reviews for employees