COMPANY OVERVIEW
Providing Best Investment Solution For
Growing Your Money
MitraMoney is a place to cater to all your financial needs under one roof. We help you achieve financial freedom in your life by creating a financial plan basis your short term & long term goals. We also helps you diversify your investments across various investment instruments like Mutual Funds, Fixed Deposits, Non-Convertible Debentures (NCDs), Initial Public Offers (IPOs), Alternate Investment Funds(AIFs), Portfolio Management Services(PMS), aimed to take care of your investment needs with security and sustained returns.
We strongly believe in “SERVING CLIENTS WITH ETHICS” and we are here to lay you a path of bright future with full financial security. MM solutions and advisory will help individuals to get best from their savings & investments!
Who We Are
We are a team of Financial Advisors, Wealth Managers, Chartered Accountants and Technology experts with more than 30 years of combined experience.
Our Mission
To create a wealth-tech platform to revolutionize the way people save and invest their money. Our digital market place which will provide end to end wealth management services.
Our Vision
To help people lead a financially happy life and achieve financial goals in a smart way. We will support individuals and businesses to get the best from their money.
Our Team
We Have More Than 30+ Years
Practical Experience
Our team members have over 3 decades of experience in banking, wealth management, financial planning and technology. We decided to build a wealth tech platform that will provide end to end money management – Smart savings, Investment, tax saving, insurance, loans, fixed deposits, debentures etc. to lead every individual lead a financial happier life.
Vidhushi Aggarwal
Founder and CEO
Ex –Citibanker, MBA from NITIE, Mumbai is a financial industry veteran with a decade experience across Retail Banking, Wealth Management, Financial Planning & Risk Management.
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