WealthMitra Financial Services (WealthMitra.com) is a young and vibrant company- helping our clients to compare and choose the best Financial Product from strategy creation to execution.
WealthMitra Financial Services (WealthMitra.com), a Delhi based start-up was founded in the year 2003 with a vision to offer range of financial services to help our Clients attract best results of their money. Founded by Mr. Ankit Maheshwari, MBA (Finance & Operations) with over 16 years of Experience across Financial Product, Mobile & E-commerce, and Telecom & Travel Distribution. Our team is certified by Insurance Regulatory Development Authority (IRDA) & Association of Mutual fund in India (AMFI) & Other Banking & Financial Authorities.
We at WealthMitra Financial Services (WealthMitra.com) have formulated a strong advisory board with product specific knowledge and business partnership with Technology and service providers. The positive reinforcement in our Clients encouraged with us to extend the comparison platform for Financial Products. As a part of Financial Industry we endeavor to provide you with the most valuable information on Financial Products & serve you with the Best Deal. We help you to negotiate with financial twists & turns of life. We help you to develop a systematic approach towards your financial goals. WealthMitra Financial Services is an upcoming brand name in the financial industry. We are independent financial planners & insurance Brokers.
WealthMitra offers a variety of Wealth solutions including:
- Personalized Wealth Management Solutions
- Financial Planning Solution
- Insurance Solution
- Retirement Solution
- Tax Planning Solution
- Estate & Will Planning Solution
- NRI Services
- Customized Tools for Wealth monitoring Through E-Mitra Account
- Call N Transact Facility Through E-Wealth Account
WealthMitra Also Deals in Various Financial Products like Mutual Fund, Insurance, Bonds, Fixed Deposits, Home Loans, Personal Loans, Business Loans , Loan Against Property and Car Loans etc.
Wealthmitra.com is Financial Mall where financial shopping is made simple. You need to enter your few details in the Application form; get Quotes from WealthMitra Financial Services, thereby you can compare and choose the Best Financial Plans, Solutions & Package. Therefore we say Buy Financial Products by Choice not by Chance!!
More than 5000 satisfied clients have shown Faith in us till inception and growing rapidly. Growing with passion and dedication towards client satisfaction WealthMitra Financial Services is servicing more than 2000 satisfied families spread across India and is growing.
WealthMitra Financial Services has built strong relationships with all Clients from leading public and private companies across India. We touched around 1500 families and providing them Insurance, Mutual Funds, Loans, Taxations, SMS, IT, Consultancy and many services. Our Clients are from Railways (Delhi, Haryana, Uttar Pradesh, Punjab, Himachal, Gujarat, and Maharashtra) Telecom Network (Idea, MTS, Airtel, Reliance, Vodafone) Telecom VAS (Pay world, ONESTOPSHOP, one97, zamil, Motranz, Suvidha),MNC (IBM, HCL, Huawei, Genpact, Tata Group, Reliance Group, Snap deal, DHL, Amazon), Banking & Insurance (Axis, SBI, HDFC, PayTM, Barclays)Delhi Metro, ESI, High court, Supreme Court and Other Many Corporate Sectors. We pride our self in the relationship we share with our Clients.
We provide these services to our Clients:
- Best of our knowledge and business operations
- Show prices directly from the Company.
- Compare the products with complete details
- Provide the facility of buying online
- Maximum benefits as per Clients requirement by clubbing different products
- We are providing our services anywhere in the world.
Your questions and comments are highly appreciated. Please write us on contact Page. Or you may phone us or email us at your convenience. We are pleased to listen to you. Thank you!
To deliver value to our clients with finest financial thinking, products and execution by creating new and higher standard s of excellence. So setting the higher standard for our clients become us most respected. The old adage, “If you fail to plan, you plan to fail,” is applicable here. We want to empower our clients to take their financial decision by the help of technology.
WealthMitra is not a biggest player in the market but we will become a most trusted brand.
To Become a Global & Preferred reliable Wealth Management Company, Handling Residents & Non Resident Indians, Helping them to create wealth through investment in India & abroad, and provider of innovative solutions for growing and protecting wealth.
Enhancement of our Knowledge every day as per market requirement
We helping our clients to fulfill their financial dreams and align their finances with our strategies, experience & professional training. We focused on our clients goals to ensure that they will always get financial freedom
For our employees, Partners, Principles, stake holders, Technology Partners, Service Providers & Corporates we will endeavor to have fair practice in Business with a thought of Long term, meaningful, mutually favorable relationship. We always follow a practice that our strategies & principles are based on ethical values.
Why our clients’ choose to partner with us:
1. Unmatched Expertise & Experience –
With our unmatched expertise and experience in this craft, Our Well Trained team of Professionals has a goal to fulfill all your wealth Management Needs. Each Member of team has concentrate on their area of expertise. So, you can confidently feel that all your wealth management needs are met by our organization.
2. Committed & Accountable –
2.Our companies’ success is due in no small part to the vision and commitment so its boards, staff, & partners. We work in a dedicated manner to achieve Clients Goals and always maintain loyalty for our clients & give our best endeavor so our client achieves their goal in wise manner.
3. Widest and Most Affordable Range of Products & Services –
We are a Financial Mall for all Financial Products & Services and Provide services to all ages and all grade of People.
4. World Class Technology –
4.With the Help of technology we provide you to track your investments & entire Portfolio at single click. You can add all your financial product details and Track your portfolio through single window. Our matching process is secured through the latest in web based encryption technology. We will not share your any personal information with any service providers. Through our advanced matching process, we will be able to connect you with Financial Consultant very quickly, sometimes within minutes of completing the quick apply.
5. Customer Centricity –
Our team first understand client’s needs, objectives and available resources evaluating the same and then suggesting the best available investment products.
6. Scientific & Systematic Process –
Our Team always try to follow Best Scientific techniques, tools and Systematic Process in industry towards the success of our clients goal.
7. Reliable & Stable –
Over 5000 satisfied Clients with a Client retention rate of 96.5% and we get 80% new clients through word-of-mouth from existing clients. It represents that we are a reliable & stable financial Partner.
8. Award Winning–
8.We has been honored & Push for excellence in this area to receive so many awards for our own great works and will strive to maintain the standard for future. The awards that we had received and continue to receive are yet more evidence of our commitment and our accountability to the virtuous role we undertake. The Quality of our services is reflected in our satisfied Clients. Our award is received from your enthusiasm, your family smiles and feelings that our clients shared with us.