AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
Invest Grow Thrive
Enabling You To Create The Life You Want
Our aim is simple: to create wealth and guide you towards a brighter future for your investments, your family and your business.
The sky is the limit when you manage your money the right way. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. You just have to take the first step!
Why Choose Us?
PRITAM MITRA
CFA ACA MEng MSc
Founding Partner
Born in a family of Accountants and Lawyers, I always knew I wanted to be in a profession that helped people and their families feel secure. I understood the importance of relationship building from a very early age. This belief was fortified further when I began my 12 year professional journey with UBS, the largest Swiss Financial Services firm and a top Wealth Management Firm in the world.
My journey with UBS also gave me the opportunity to work in London and New York - two of the world's leading Financial Centers. This invaluable experience acquired over 12 years gave me a key insight into Financial Markets functionalities and how to benefit from it to build wealth. At Imperial Edge Partners, I bring this knowledge to help you meet your financial goals by developing a personalized service with the sole aim to exceed your expectations.
Our first and most important step is to build a special relationship with you. We start reviewing your current investment profile, your risk appetite, and your near-and long-term financial goals. This helps us build a solid foundation for investing and make appropriate recommendations.
Our goal is to keep you informed and up to date with various financial tools available. This would facilitate you to form your own perspective on investing and financial planning.
Our Services
We follow a disciplined and diligent 6-step process flow to keep your financial affairs on track and make sure you are fully aware of the impact of your financial decisions.
Discovery
We start our journey by exploring the goals & values that is important to you and prioritizing them in order of importance. Simultaneously we start drawing your risk profile and provide you with information around Mutual Fund Schemes available.
Periodic Review
&
Adjustment
Taking into account current market conditions and trends, we periodically review and provide you information which will help you to adjust your strategy against your goals and values and evaluate possible adjustments - thus helping you gain financial peace of mind.
Assessment
Our next step is to assess your current and long-term needs to determine your goals. With this we start providing you with information which will assist you in making an informed decision.
Admin Support
We are available and ready to provide you support for: - KYC & other compliances - Annual Tax Related Assistance
Evaluation
We then evaluate your needs and preferences by determining spending and lifestyle requirements along with your desire for generational wealth. Based on your requirements, we curate and provide an array of mutual fund schemes for you, which will help you making the right selection to meet your investment needs.
Implementation
Once you are happy and comfortable with the scheme selection, we then help with its execution, taking care of any complexities that comes with Mutual Fund investing.
AMC Partners
We take pride in being associated with 25+ Asset Management Companies (AMCs) in India, offering a diverse range of investment solutions. Below you can explore the expertise and reliability that define our collaborations, providing you with a gateway to financial growth.
