Ajay Sharma
Founder
InvestmentMitra adopts a structured and disciplined advisory approach and provides portfolio solutions to clients that meet their desired financial goals and mile stones. "We are advisors. We offer solutions based on the interaction we have with clients, give them time to understand the products and request them to communicate with us freely before going ahead," speaks Ajay Sharma, Founder, InvestmentMitra.
The Inception
While working with various companies across the financial domain, Ajay and Naveen noticed that most of the companies operating in the space failed to employ investment solutions based on the client's needs. Their focus was more on money making rather than educating them on the investment part. This drew their attention and they decided to venture out and offer unbiased one stop solutions that would include advice and transactional assistance without compromising on ethics and quality of advice. This marked the beginning of Investment Mitra. The company now caters to the requirements of both sets of clients whether they are financial planning clients or wealth management clients. "At InvestmentMitra, we have made sure that each client gets periodical updates on their in The Inception While working with various companies across the financial domain, Ajay and Naveen noticed that most of the companies operating in the space failed to employ investment solutions based on the client's needs. Their focus was more on money making rather than educating them on the investment part. This drew their attention and they decided to venture out and offer unbiased one stop solutions that would include advice and transactional assistance without compromising on ethics and quality of advice. This marked the beginning of Investment Mitra. The company now caters to the requirements of both sets of clients whether they are financial planning clients or wealth management clients. "At InvestmentMitra, we have made sure that each client gets periodical updates on their investment and also gets regular communication from us on markets and their portfolio. We ensure that each client's investments are well diversified in line with the financial plan even when one has small amounts to invest," he asserts.
Surpassing the initial challenges of winning the trust of clients and implementing successful solutions for them, the company has come a long way from where it began. "Our clients are our Mentors and our Brand Ambassadors as well. Today we have corporate, trust, NRIs, HNIs and also small investors, spread across cities of India and overseas as our clients. Our mentor clients include dignitaries who held a high position in judiciary, World Bank, income tax, corporate, CAs, CSs," enlightens Ajay.
In the next five years, team InvestmentMitra has plans to grow their asset under management (AUM) ten times of what they have today. They have added e-commerce platforms to their offering where anyone can directly create a portfolio of mutual funds and invest by himself without any human intervention. "Spreading financial education and conducting Investor Awareness Program is at the core of our business philosophy that we will continue doing. We will be having a strong presence on social media as well," he concludes.
While working with various companies across the financial domain, Ajay and Naveen noticed that most of the companies operating in the space failed to employ investment solutions based on the client's needs. Their focus was more on money making rather than educating them on the investment part. This drew their attention and they decided to venture out and offer unbiased one stop solutions that would include advice and transactional assistance without compromising on ethics and quality of advice. This marked the beginning of Investment Mitra. The company now caters to the requirements of both sets of clients whether they are financial planning clients or wealth management clients. "At InvestmentMitra, we have made sure that each client gets periodical updates on their in The Inception While working with various companies across the financial domain, Ajay and Naveen noticed that most of the companies operating in the space failed to employ investment solutions based on the client's needs. Their focus was more on money making rather than educating them on the investment part. This drew their attention and they decided to venture out and offer unbiased one stop solutions that would include advice and transactional assistance without compromising on ethics and quality of advice. This marked the beginning of Investment Mitra. The company now caters to the requirements of both sets of clients whether they are financial planning clients or wealth management clients. "At InvestmentMitra, we have made sure that each client gets periodical updates on their investment and also gets regular communication from us on markets and their portfolio. We ensure that each client's investments are well diversified in line with the financial plan even when one has small amounts to invest," he asserts.
InvestmentMitra adopts a structured and disciplined advisory approach and provides portfolio solutions to clients that meet their desired financial goals and milestones
Surpassing the initial challenges of winning the trust of clients and implementing successful solutions for them, the company has come a long way from where it began. "Our clients are our Mentors and our Brand Ambassadors as well. Today we have corporate, trust, NRIs, HNIs and also small investors, spread across cities of India and overseas as our clients. Our mentor clients include dignitaries who held a high position in judiciary, World Bank, income tax, corporate, CAs, CSs," enlightens Ajay.
In the next five years, team InvestmentMitra has plans to grow their asset under management (AUM) ten times of what they have today. They have added e-commerce platforms to their offering where anyone can directly create a portfolio of mutual funds and invest by himself without any human intervention. "Spreading financial education and conducting Investor Awareness Program is at the core of our business philosophy that we will continue doing. We will be having a strong presence on social media as well," he concludes.