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
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
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 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
Explore a wide range of investment options, tailored to your financial goals.
Poonji
Mitra
Poonji Mitra help you prepare your portfolio for maximised return as per your goals
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?
From Our Blog
