About MitraMoney
Your trusted partner in wealth creation and financial planning since 2011
Our Story
Founded in 2011, MitraMoney has grown to become one of India's leading wealth management firms. We serve over 250 families across India and globally, managing assets exceeding ₹100 Crores.
Our journey began with a simple mission: to democratize access to professional wealth management services and help individuals achieve their financial goals with integrity and expertise.
Today, we are a SEBI-registered investment advisor with a team of experienced professionals committed to delivering excellence in every client interaction.
15+
Years Experience
250+
Happy Clients
₹100+ Cr
Assets Managed
12+ Countries
NRI Clients Served
Our Values
Client-First Approach
Your interests always come first
Integrity
Transparent and ethical practices
Expertise
Deep market knowledge and experience
Trust
Building long-term relationships
Our Leadership Team
Rajesh Kumar
Founder & CEO
20+ years in financial services
Priya Mehta
Head of Investment Advisory
MBA Finance, CFA Charterholder
Amit Sharma
Chief Portfolio Manager
15+ years in portfolio management