Professional team

About MitraMoney

Your trusted partner in wealth creation and financial planning since 2019

Our Story

MitraMoney Capital 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.

Founded in 2019, we have grown to become a trusted wealth management partner. We serve over 250 families across India and globally, managing assets exceeding ₹100 Crores.

7+

Years Experience

250+

Happy Clients

₹100+ Cr

Assets Managed

12+ Countries

NRI Clients Served

Team values

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

No leadership members to display.

Awards & Recognition

Recognized for excellence in financial services and wealth management

Certifications & Compliance

AMFI Registered Mutual Fund Distributor (ARN-334725)
Committed to Excellence in Service
Experienced Financial Advisors on team
Client-centric approach