Prabodh N Shah: I belong to a business minded family where in early years I was taught to focus on saving money and earning money by investing it in various sector. Though I hold my graduation in science field long back in year 2007, I started investing my money in mutual funds, other related products and by 2016 learned that it gave me good returns.
So, without giving a second thought to help people earn money with the experience and knowledge I gained, I became an AMFI registered mutual fund advisor in 2017. I got more confident when my son CA Mehul Shah joined me with his immense knowledge of taxation and investment. Currently I look after administration and operations for a smooth processing.
CA Mehul Shah: Holding a Chartered Accountant degree I wanted to educate people with knowledge of saving, earning & investing money through a proper channel. As my father was passionate with the same thinking I joined my father’s business by guiding him in different matters.
So far we have served more than 100 clients with satisfactory returns on their hard earned money.
We provide personalized mutual fund recommendations tailored to your life goals like retirement, education, home purchase, and wealth accumulation.
Regular monitoring and analysis of your mutual fund portfolio to optimize performance and maintain alignment with market conditions.
Access to in-depth fund analysis, market updates, and strategies from experienced professionals in the Indian mutual fund space.
Round-the-clock assistance for transactions, queries, and ongoing guidance to make your investment journey seamless and stress-free.
At WealthMitra, our mission is to empower Indian investors with transparent, goal-oriented mutual fund solutions.
We focus on disciplined investing, investor education, and long-term wealth creation backed by SEBI-compliant practices.
To become India’s most trusted mutual fund distribution partner, enabling financial freedom for millions.
We aim to make mutual fund investing simple, accessible, and rewarding for every household.
Our approach combines risk profiling, goal-based planning, and ongoing portfolio monitoring.
Using research-backed insights and digital tools, we deliver consistent, risk-adjusted returns.
We bring together experienced professionals dedicated to delivering superior investment solutions in the Indian mutual fund industry.
Leading the firm with a vision for inclusive investing, Radhika brings extensive experience in building innovative mutual fund products and driving growth in India's dynamic financial markets.
A seasoned expert in value investing, Naren oversees equity strategies, focusing on contrarian opportunities to generate long-term returns for investors in the Indian mutual fund space.
With deep expertise in diversified portfolios, Harsha manages key equity funds, emphasizing growth-oriented and thematic investments tailored to India's evolving economy.
Specializing in large-cap and multi-cap strategies, Sohini delivers consistent performance through rigorous research and a focus on quality stocks in the Indian market.
We proudly collaborate with leading Asset Management Companies (AMCs) in the Indian mutual fund industry.
So far we have served more than 100 clients with satisfactory returns on their hard earned money.
