
FinMitra is a financial services platform that helps investors access mutual funds, government deposits, and schemes and insurance. Founded by Bhargavi Sridharan, FinMitra is a goal-based financial advisory and management services firm. It helps individuals set financial goals, discover their risk profiles, and find the best investment portfolios in terms of mutual funds and fixed deposits. It assesses the client’s investment preferences, risk assessment, and commitment for the investment and after that lays out a detailed plan of action for them. FinMitra also guides people with KYC related issues for mutual funds, FDs and RDs. Moreover, they also monitor and guide individuals with portolio performance to analyse their best course of action.
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