Company Information

Get to know PoonjiMitra

PoonjiMitra is a financial technology company that provides comprehensive, goal-based financial planning and advisory services. Its mission is to promote financial literacy and offer unbiased, ethical, and socially responsible investment advice to individuals and families across India. The platform integrates various aspects of personal finance, including investment in mutual funds, insurance planning, tax optimization, and retirement planning, to create a holistic financial roadmap for its clients. They emphasize a fiduciary, client-first approach and are registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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PoonjiMitra

India

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

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Cyprus

2017

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.