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.

Founded in

India