FinMitra Captial
Your trusted financial mitra, always by your side
Building a brighter future with FinMitra: Your financial Mitra for life.
- Trusted
- Experienced
- Professional
Services
What we do
We help people make smart financial choices by using our knowledge in investments, loans and financial planning. We’re here to guide you every step of the way.
01.
Mutual Funds
We understand that choosing the right mutual funds can be overwhelming, which is why we offer a range of options to suit your financial goals and risk tolerance. Our services include:
- Tax saving funds: Investing in tax-saving funds not only helps you save on taxes but also helps you build a diversified portfolio.
- Bond funds: These funds invest in fixed-income securities, providing a steady stream of income and lower risk compared to equity funds.
- Stock funds: These funds invest in equities, providing the potential for higher returns but also higher risk.
- Money market funds: These funds invest in short-term debt instruments and are considered a low-risk option.
- Hybrid funds: These funds invest in a combination of equities, bonds, and other securities, providing a balance of risk and return.
02.
Loans
We also assist our clients in securing the loans they need, including:
- Home loan: Whether you are a first-time homebuyer or looking to upgrade, we can help you find the best home loan options to suit your needs.
- Loan against property: This loan allows you to borrow against the value of your property.
- Loan against PPF: This loan allows you to borrow against your Public Provident Fund account.
- Education loan: This loan helps you finance your education, whether it’s for yourself or your children.
- Gold loan: This loan allows you to borrow against the value of your gold.
- Business loan: This loan helps you finance your business needs.
- Personal loan: This loan helps you finance personal expenses, such as home renovation, medical expenses, or a vacation.
03.
Financial Advisory
At FinMitra Capital, we provide comprehensive financial advisory services to help you make the most of your money and achieve your financial goals. Our services include:
- Financial Planning: We help you create a personalized financial plan that takes into account your income, expenses, assets, and liabilities, and aligns with your financial goals.
- Retirement Planning: We help you plan for your retirement by assessing your retirement income needs, projecting your retirement expenses and recommending strategies to achieve your goals.
- Tax Planning: We help you minimize your tax liability through tax-efficient investment strategies and by providing guidance on tax-saving investments and deductions.
- Estate Planning: We help you plan for the distribution of your assets after your death, through will and trust planning, power of attorney and other estate planning tools.
Why Choose Me
Accurate Record Keeping
We understand the importance of accurate record keeping in maintaining a healthy financial portfolio. Our advisors are committed to keeping accurate records of all financial transactions and providing regular updates to clients.
Always On Time
Timely delivery of financial reports and updates.
Hard Working
Our team is dedicated to working hard for our clients.
24/7 Availability
Our team is always available for support and assistance.
Testimonials
What My Clients Say?
