Investor education is always important as it focuses on issues relevant to the education and information needs of individuals who participate or are considering participating in the financial markets. Also, investor education can help investors better assess the relevance and suitability of investment advice. While investment is a choice-based subject, many online platforms; more of transactional platforms have come up in the name of offering RoboAdvisory. These platforms cannot develop questions from the information shared by a person to offer the right solution to the person. Most investors claim to know everything about their financial situation and future financial goals. But in practice, this seldom happens. Initially, for any investor, it is imperative to have a human advisor who guides him at every step of the financial decision making process and also educate him at the same time on matters concerning his finance. Then as with time he becomes aware, he needs more of transactional assistance. Delhi based Investment Mitra offers both. The company handholds its investors and educates them on various aspects of personal financial planning and also offer online trans-action platform for them to invest, redeem or switch their investments in mutual funds by themselves, should they wish to. It strives to offer one stop solutions for almost all their financial needs.

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.

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.