Founder’s Message
At My Wealth Mitra, our journey began with a shared conviction — that financial advisory should be built on trust, integrity, and a genuine commitment to clients’ long-term well-being.
After decades of collective experience in banking, asset management, and investment advisory, we recognized a fundamental gap in the industry. Too often, financial services were product-driven rather than client-focused. We envisioned a firm where advice is guided not by sales targets, but by responsibility, research, and the true financial needs of each individual and family we serve.
Our mission is simple yet profound: to place clients’ interests above everything else.
We believe that wealth creation is not just about returns — it is about discipline, clarity of purpose, prudent risk management, and long-term strategic thinking. In an increasingly dynamic and complex financial environment, our role is to provide structured guidance, informed insights, and personalized strategies that empower our clients to make confident decisions.
At My Wealth Mitra, we combine deep industry expertise with technology-driven research and a personal advisory approach. Whether it is planning for retirement, securing a child’s future, managing investments, or protecting assets, we remain committed to building enduring relationships based on transparency and trust.
Our goal is not merely to manage wealth — it is to help our clients build financial independence, stability, and lasting prosperity for generations to come.
We thank you for placing your trust in us and look forward to being your long-term financial partner.
Mr. Sushil Khanduri
Mr. Naveen Khanduri
Founders, My Wealth Mitra
ROLE OF MY WEALTH MITRA
Financial Planning
“We help you see the big picture—analyzing every aspect of your finances to create a personalized financial plan that grows and adapts as your life changes.”
Children Education Planning
“We understand that education is one of life’s most important investments. That’s why we work with families of all income levels to design customized child education plans—balancing affordability today with opportunity tomorrow.”
Tax Planning & Preparation
“We are experienced tax planners, backed by qualified chartered accountants, working with you throughout the year to legally minimize your income tax and improve overall financial efficiency.”
Retirement Planning
“Retirement planning involves systematically allocating savings and income to build a secure retirement corpus, with the ultimate goal of achieving long-term financial independence and peace of mind.”
Insurance Planning
“We take the time to understand your needs in detail and guide you to spend and invest wisely—our sole objective is to protect and grow your hard-earned money.”
OUR BEST SERVICE
Mutual Funds
“Mutual funds pool money from multiple investors to invest in a diversified range of assets, such as stocks, bonds, and other securities.”.
Home Insurance
“Home insurance is a form of property insurance designed to protect homeowners against risks such as fire, natural disasters, and other unforeseen damages to their home.”
Health Insurance
“Health insurance covers medical expenses and protects your savings during health emergencies—making adequate coverage not just important, but essential.”
Fixed Deposite
“A fixed deposit is a secure investment option offered by banks and NBFCs, providing assured returns at a higher interest rate until the maturity date.”.
Retirement Solution
“We offer innovative pension plans designed to provide financial security and ensure a comfortable, worry-free post-retirement life.”
Personal Loan
“Personal loans are unsecured loans that provide quick access to funds for your current financial needs, without requiring any security or collateral.”