About Investmitra
Investmitra is a Technology company based in Ahmedabad (India) founded in 2018 by Ravi Uttamchandani. It provides financial planning, investment advisory, and CFO services for businesses and individuals. It operates on a B2B and B2C model in Technology and Financial Services sectors. Investmitra offers products and services including Corporate Finance Services, Personal Finance Services, and CFO Services. Its focus areas include FinTech, Investment Tech, Financial Advisory and Personal Finance. Its legal entity in India is Confiable Advisory Llp (AAM-3701). Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
InvestMitra is a financial advisory firm based in Ahmedabad, India, specializing in corporate finance, personal finance, and investment management. They deliver customized services like cash flow optimization, budgeting, and strategic planning to help clients manage finances effectively. The firm assists businesses with profitability analysis and individuals with investment strategies, ensuring tailored advice through expert consultations.
- Headquarters Ahmedabad, India
- Founders Ravi Uttamchandani
- SectorsTechnologyFinancial Services
- Email••••••••
- Website investmitra.com
- Social LinkedIn X Instagram
- Legal Name Confiable Advisory Llp
- Date of Incorporation 05 Apr, 2018
- Jurisdiction Ahmedabad, Gujarat, India
Associated legal entities of Investmitra
Investmitra operates through Confiable Advisory Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Confiable Advisory Llp CIN AAM-3701 | Active | 05 Apr 2018 | Ahmedabad, Gujarat | 2 | View details |
Products & Services of Investmitra
Investmitra offers a comprehensive portfolio of products and services, including Corporate Finance Services, Personal Finance Services, and CFO Services.
Assists businesses with cash flow management and investment planning
Helps individuals with investment strategies and tax planning
Provides customized financial planning for business optimization
Board of directors of Confiable Advisory Llp (Investmitra)
Confiable Advisory Llp is the primary company behind Investmitra. The board of Confiable Advisory Llp currently have 2 directors; the longest-serving is Ravi Satishkumar Uttamchandani, appointed in 2018.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ravi Satishkumar Uttamchandani DIN 08023796 | Designated Partner | 05 Apr 2018 | 8 yrs 7 mo | Confiable Advisory Llp |
| Himanshu Uttamchandani DIN 08023802 | Designated Partner | 05 Apr 2018 | 8 yrs 7 mo | Confiable Advisory Llp |
People of Investmitra
1 people are tracked at Investmitra (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Founder, Chief Investment Advisor | Leadership |
Complete people profiles for Investmitra
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Investmitra
Investmitra has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Investmitra
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Investmitra
The website of Investmitra (investmitra.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▲ 149.3% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Investmitra (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about Investmitra
Investmitra was founded in 2018.
Investmitra is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.
InvestMitra is a financial advisory firm based in Ahmedabad, India, specializing in corporate finance, personal finance, and investment management. They deliver customized services like cash flow optimization, budgeting, and strategic planning to help clients manage finances effectively. The firm assists businesses with profitability analysis and individuals with investment strategies, ensuring tailored advice through expert consultations.
Investmitra's top competitors include UTI Mutual Fund, Avendus and 360 One.
Investmitra offers Corporate Finance Services, Personal Finance Services, and CFO Services.
Investmitra operates through Confiable Advisory Llp.
The legal entities of Investmitra currently have 2 directors, including Ravi Satishkumar Uttamchandani, Himanshu Uttamchandani.