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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

Mera Tax Mitra

Mera Tax MItra is a one stop platform if you're looking for corporate restructuring, company incorporate or anything related to taxation

Poonji Vidhya

Poonji Vidhya is a one stop platform to learn about Stock Market from Industry Level Experts and prepare for CFA to make a Career in Finance

Poonji
Mitra

Poonji Mitra help you prepare your portfolio for maximised return as per your goals

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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
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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.

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.