Join The Future

All things finance, right here.

All things finance, right here.

All things finance, right here.

Discover the Future of Finance: Seamless Transactions, Personalized Solutions, and a one stop platform for all your needs in finance.

Discover the Future of Finance: Seamless Transactions, Personalized Solutions, and a one stop platform for all your needs in finance.

Discover the Future of Finance: Seamless Transactions, Personalized Solutions, and a one stop platform for all your needs in finance.

Invest with Top AMCs

FUTURE OF FINANCE

Our diverse suite of finance solutions

Discover our wide-ranging financial services. We're a one stop platform for anything in Finance

Open a Free Demat Account
Open a Free Demat Account
More than 2k+ users love their financial journey
More than 2k+ users love their financial journey
More than 2k+ users love their financial journey
  • Poonji Mitra is really suportive and very efficient in their job. They keep 100% transaprency and everything is well documented
    Shakir Ali

    Entrepreneur

  • The user-friendly interface makes managing finances a breeze. Best part of Poonji MItra ia the level of personalisation
    Arif Ali

    Entrepreneur

  • The debt management system is excellent. It’s helped me pay off my debts faster and regain control of my finances
    Yusuf Ali

    Entrepreneur

  • The investment tracking feature help me track my portfolio performance. They keep a check on everyone personally!
    Iftekhar Ahmed

    Chartered Accountant

  • The budgeting feature has been a game-changer for me. It’s helped me save more than I ever thought possible. Highly recommended
    Your Name

    Specialist Doctor

  • The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!
    Dhanbir Singh

    Entrepreneur

  • Poonji Mitra is really suportive and very efficient in their job. They keep 100% transaprency and everything is well documented
    Shakir Ali

    Entrepreneur

  • The user-friendly interface makes managing finances a breeze. Best part of Poonji MItra ia the level of personalisation
    Arif Ali

    Entrepreneur

  • The debt management system is excellent. It’s helped me pay off my debts faster and regain control of my finances
    Yusuf Ali

    Entrepreneur

  • The investment tracking feature help me track my portfolio performance. They keep a check on everyone personally!
    Iftekhar Ahmed

    Chartered Accountant

  • The budgeting feature has been a game-changer for me. It’s helped me save more than I ever thought possible. Highly recommended
    Your Name

    Specialist Doctor

  • The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!
    Dhanbir Singh

    Entrepreneur

  • Poonji Mitra is really suportive and very efficient in their job. They keep 100% transaprency and everything is well documented
    Shakir Ali

    Entrepreneur

  • The user-friendly interface makes managing finances a breeze. Best part of Poonji MItra ia the level of personalisation
    Arif Ali

    Entrepreneur

  • The debt management system is excellent. It’s helped me pay off my debts faster and regain control of my finances
    Yusuf Ali

    Entrepreneur

  • The investment tracking feature help me track my portfolio performance. They keep a check on everyone personally!
    Iftekhar Ahmed

    Chartered Accountant

  • The budgeting feature has been a game-changer for me. It’s helped me save more than I ever thought possible. Highly recommended
    Your Name

    Specialist Doctor

  • The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!
    Dhanbir Singh

    Entrepreneur

EXPLORE OUR BENEFITS

How we do it?

Explore what makes us exceptional in the finance industry. Experience innovative solutions, personalized services, and seamless transactions.

Goal Planning and Risk Profiling

We start by understanding your unique financial goals, investment horizon, and risk tolerance. Our advisors use an in-depth approach to create a risk profile that truly reflects your needs and aspirations. By aligning our strategy with your comfort level and financial targets, we ensure that every decision is purposefully designed to maximize growth without compromising security.

Goal Planning and Risk Profiling

We start by understanding your unique financial goals, investment horizon, and risk tolerance. Our advisors use an in-depth approach to create a risk profile that truly reflects your needs and aspirations. By aligning our strategy with your comfort level and financial targets, we ensure that every decision is purposefully designed to maximize growth without compromising security.

Goal Planning and Risk Profiling

We start by understanding your unique financial goals, investment horizon, and risk tolerance. Our advisors use an in-depth approach to create a risk profile that truly reflects your needs and aspirations. By aligning our strategy with your comfort level and financial targets, we ensure that every decision is purposefully designed to maximize growth without compromising security.

Asset Allocation Strategy and Client Approval

After establishing your risk profile, we develop a customized asset allocation strategy suited to your goals. This strategy balances diverse asset classes to achieve stability and growth, adapting to market shifts while safeguarding your investments. We share this plan with you for approval, valuing your input to maintain transparency and confidence in our approach.

Asset Allocation Strategy and Client Approval

After establishing your risk profile, we develop a customized asset allocation strategy suited to your goals. This strategy balances diverse asset classes to achieve stability and growth, adapting to market shifts while safeguarding your investments. We share this plan with you for approval, valuing your input to maintain transparency and confidence in our approach.

Asset Allocation Strategy and Client Approval

After establishing your risk profile, we develop a customized asset allocation strategy suited to your goals. This strategy balances diverse asset classes to achieve stability and growth, adapting to market shifts while safeguarding your investments. We share this plan with you for approval, valuing your input to maintain transparency and confidence in our approach.

Efficient Asset Allocation and Documentation

Once you approve the strategy, we move to execute asset allocation, ensuring that funds are distributed across different assets in a disciplined manner. Our team handles all necessary documentation and paperwork seamlessly, providing you with timely updates and reports, so you stay informed and can focus on reaching your financial objectives with peace of mind.

Efficient Asset Allocation and Documentation

Once you approve the strategy, we move to execute asset allocation, ensuring that funds are distributed across different assets in a disciplined manner. Our team handles all necessary documentation and paperwork seamlessly, providing you with timely updates and reports, so you stay informed and can focus on reaching your financial objectives with peace of mind.

Efficient Asset Allocation and Documentation

Once you approve the strategy, we move to execute asset allocation, ensuring that funds are distributed across different assets in a disciplined manner. Our team handles all necessary documentation and paperwork seamlessly, providing you with timely updates and reports, so you stay informed and can focus on reaching your financial objectives with peace of mind.

EXTRA SERVICES

EXTRA TOOLS

EXTRA TOOLS

Unveiling more powerful Finance features

Dive deeper as we unveil enhanced features, designed to empower your financial journey further, beyond, and above.

Financial Goals

We help you finalise your financial goals and take a tailored approach as per your risk capability

Financial Goals

We help you finalise your financial goals and take a tailored approach as per your risk capability

Financial Goals

We help you finalise your financial goals and take a tailored approach as per your risk capability

Relationship Manager

Get a dedicated relationship manager who will help you with your needs day in and day out

Relationship Manager

Get a dedicated relationship manager who will help you with your needs day in and day out

Relationship Manager

Get a dedicated relationship manager who will help you with your needs day in and day out

Financial Education

Learn about Stock Market in our live cohort based program led by industry level experts

Financial Education

Learn about Stock Market in our live cohort based program led by industry level experts

Financial Education

Learn about Stock Market in our live cohort based program led by industry level experts

Secure

Investment Assistance

Spending Budget

Trend Reports

Insurance Advisor

Expert Insight

Easy

Secure

Investment Help

Spending Budget

Trend Reports

Risk Advisor

Expert Insight

Easy

Top Class Funds

EXTENSIVE INTEGRATION

EXTENSIVE INTEGRATION

Invest in Mutual Funds, Bonds, IPOs and Unlisted Stocks

Experience seamless transactions with our service, invest in popular companies with the help of Poonji MItra

USER SATISFACTION

Most used financial app used by thousands of happy users

Most used financial app used by thousands of happy users

Most used financial app used by thousands of happy users

1.5K+

1.5K+

Downloads on App Store

Downloads on App Store

4.9

Ratings out of 5

1k+

Active Users

1k+

Active Users

1k+

Active Users

5%+

Spending reduction

5%+

Spending reduction

5%+

Spending reduction

20%+

Increase savings

20%+

Increase savings

20%+

Increase savings

500+

Positive reviews

500+

Positive reviews

500+

Positive reviews

Trusted by thousands, Poonji MItra offers seamless financial management and personalized insights to help you in your investing journey

WE'VE GOT YOU COVERED

Frequently Asked Questions

Who can use Poonji Mitra?
What investment products do Poonji Mitra offer?
Can I get help if l'm unsure where to invest?
Do you offer customer support?
How do I get started with Poonji Mitra?
Who can use Poonji Mitra?
What investment products do Poonji Mitra offer?
Can I get help if l'm unsure where to invest?
Do you offer customer support?
How do I get started with Poonji Mitra?
Who can use Poonji Mitra?
What investment products do Poonji Mitra offer?
Can I get help if l'm unsure where to invest?
Do you offer customer support?
How do I get started with Poonji Mitra?