AMFI Reg • ARN-121230

Reduce Risk. Maximize Returns. With Mutual Funds.

Mutual funds reduce the risk of direct investment in the stock market. We help you identify high-return plans while minimizing risk to your investment portfolio.

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Manage Your Wealth Anytime, Anywhere.

Track family portfolios, execute mutual fund trades instantly, and utilize powerful goal-planning tools—all from one secure digital vault. Seamlessly monitor your entire financial health with simple eCAS uploads and stay ahead with smart alerts for your investments and insurance renewals.

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About Mundra Asset

A Trusted Partner in Financial & Tax Planning

We are committed to providing Reliable and Professional Financial & Tax Planning Services to our clients to meet their growing needs. We are dedicated to delivering actionable results in a tight-knit bond with our clients to have a positive impact on the bottom line.

Our blend of systems and expertise allows you to confidently achieve your financial ambitions and strategic goals, leaving you time to focus on your other priorities.

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Hitesh Mundra - Founder

Hitesh Mundra

Founder & Strategist

Our Offerings

Comprehensive Wealth & Investment Solutions

Reliable advice backed by tangible value addition differentiates us. Explore our specialized financial services designed to protect, grow, and transition your wealth.

Portfolio Management (PMS)

Bespoke investment strategies and professional portfolio management tailored specifically for high-net-worth individuals seeking aggressive wealth creation.

Explore PMS

Mutual Funds

Diversified equity and debt mutual fund portfolios selected through rigorous research to match your exact risk appetite and long-term financial goals.

Explore Mutual Funds

Bonds & Corporate FDs

Secure, fixed-income instruments designed for capital preservation and steady, predictable returns to balance out the volatility in your portfolio.

Explore Fixed Income

Estate Planning

Comprehensive wealth transition services, succession planning, and professional Will drafting to ensure your legacy is securely passed to the next generation.

Explore Estate Planning

Trading Services

Seamless trade execution for direct equity investments in the Indian stock market, backed by deep market research.

Explore Trading

National Pension System

Tax-efficient retirement planning solutions designed by the government to help you build a robust, secure corpus for your golden years.

Explore NPS
Value Proposition

Why Choose Us

We offer a wide range of financial consulting services to individuals and organizations. Our core competency lies in helping you build a sustainable competitive edge through highly individualized wealth strategies.

Quality & Personalized Service

We take the time to deeply understand each client’s unique challenges and goals. By maintaining a strict one-to-one relationship, we ensure our solutions are tailored exactly to you.

Unbiased Advice

Our advice is focused strictly on what is in the best interest of the client, completely uninfluenced by market hype and hearsay. Our planning is conflict-free and highly reliable.

Client First Approach

We base your financial plan directly on your ambitions, designing strategies that manage not just today’s needs, but secure your legacy for tomorrow. You are always the priority.

Planning & Tools

Let's start creating
your Goals

Turn your dreams into reality — whether it's owning your dream home, funding your child's education, or building a secure future — without the burden of debt. Free, interactive tools to plan every milestone.

Explore All Goal Planning Tools

Marriage Planning

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House Planning

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SIP Calculator

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SIP Step Up

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SIP vs EMI

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Crorepati Planner

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Cost of Delay

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Human Life Value

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Research & Insights

Mutual Fund Scheme Research

At Mundra Asset, our mission is to deliver accurate scheme research, transparent data, and confident investment decisions.

Scheme Performance

Track scheme performance across various AMCs effortlessly.

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Risk Metrics

Understand how stable or volatile your investment scheme truly is.

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Scheme Trends

Get a clear view of your scheme's latest trend trajectory.

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Scheme Comparison

See exactly how your scheme performs against its competitors.

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Live SIP Analysis

Tracks the total value actively built from your SIPs.

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Live SWP Analysis

Plans retirement cash flow efficiently from your investments.

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Most Declining NAV

Tracks funds exhibiting sharp downward trends and early warning signals.

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NAV Tracker

Tracks daily NAV automatically, so you don't have to.

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Weekly Fund Tracker

Tracks the weekly top & bottom performing mutual funds.

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Client Success

Trusted by Over 150+ Families

A decade of ethical, conflict-free financial planning has earned us the lasting trust of our clients. Here is what they have to say about their journey with us.

"I know Mundra Asset since many years now and I can vouch for their integrity when it comes to money matters."

SB

Sushil Bagadia

Founder

"Hitesh is trustable and can be relied on when it comes to getting investment advice. He handholds you until you achieve your financial goals."

SD

Sandeep Date

Manager

"We as a client fully trust Mundra Asset with our hard-earned money and rely on their expert advice to achieve our Financial Goals."

BB

Bharat Bhatia

Designer

"Mundra Asset and team are countable and can be trusted for better advice when it comes to doing small to medium-sized investments."

AB

Akshay Bhardwaj

Manager

"Hitesh suggested us some good plans for our health and life insurance needs and we are happy with the results. Very good plans from a long-term perspective."

SJ

Sanjay Jalan

Founder

Get in Touch

Contact Mundra Asset

Reach out for expert guidance, mutual fund insights, and personalised wealth planning — we are here to help at every step of your journey.

AMFI Registered

Mutual Fund Distributor

ARN Number

121230

Call Us

+91 9987466750

Email Us

Visit Our Office

SI Investment 403, Rotunda Tower, BSE BLDG, Dalal Street, Fort, Mumbai-400001

AMFI Registered Mutual Fund Distributor | ARN-121230 | APMI Registered PMS Distributor | APRN00866