About Us
Meet Hitesh Mundra
Founder & Financial Planning Strategist
With over two decades navigating Indian financial markets, Hitesh Mundra brings institutional-grade expertise to individual wealth growth, disciplined asset distribution, and tax strategy.
A Master of Commerce graduate, he holds formal certifications from the National Institute of Securities Markets (NISM V-A and XII-A) alongside Certified Insurance Broker accreditation from the prestigious National Insurance Academy (NIA).
Prior Institutional Experience
Current Executive Directorships & Roles
Mundra Asset Managers, Abundance Asset Distribution, Nevidya Bond and Private Equity and Nevidya PMS Distribution.
Hitesh Mundra
Wealth Strategist
Core Competencies
Domain MasteryComprehensive Wealth Solutions
Financial Consulting
Our financial consulting services include providing assistance in preparing consolidated financial statements, management reports, budgets & forecast, and developing dashboards.
Tax Planning
Our tax planning services cover processing complex scenarios, optimization of processes and identifying right strategies and individualized solutions as per the need of the client.
Mutual Funds
We have the breadth and depth of knowledge and technical expertise to help all clients who need support in identifying the right mutual fund plans as per client needs.
General Insurance
Our specialists in partnership with leading insurance companies in India help our clients to identify the right insurance for their individual or business needs.
Health Insurance
We help our clients to identify the right plans and solutions for their health insurance and health-related employee insurance business needs.
Life Insurance
We distinguish ourselves by providing individualized Life Insurance services that adds value to our clients’ priorities and businesses through improved mental peace and happiness quotient.
Why Choose Us
Fulfilling your aspirations—whether owning a home, scaling a business, or securing a comfortable retirement—requires a defined strategy. At the core of every milestone is reliable financial consultancy.
Reliable Support
We have a base of over 150+ clients who rely on our services. This was possible due to the trust they endow on us. You can bank on us for sensible and reliable support.
Diverse Portfolio and Plans
With our vast experience and industry connections, we actively manage and deploy more than 70 diverse financial and insurance plans tailored to unique needs.
Client First Approach
No matter what we do, our clients always remain at the core of our decision-making. We consistently go the extra mile to support our clients within strict ethical boundaries.
Consistent Results
While walking with you through every financial need, we assure you complete reliability, stringent data privacy, and accurate, timely execution on a consistent basis.
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.
Certifications & Registrations
Our commitment to excellence is backed by industry-recognized certifications and regulatory registrations. Click on any certificate to view it in full size.
NISM Series V-D (SIF)
Specialized Investment Fund Distributors
Valid till Aug
10, 2029
NISM Series V-A (CPE)
Mutual Fund Distributors
Valid till Jan 13, 2029
NISM PMS Certification
Portfolio Management CPE
Valid till Sep 09, 2028
APMI PMS Registration
Nevidya PMS Distribution
Valid till Sep 09, 2025
APMI PMS Distributor
Nevidya PMS Distribution
Valid till Sep 09, 2028
AMFI ARN & SIF Card
ARN-121230 (Valid till Jan 2029)
SIF Valid till Aug 2029
Ready to secure your financial future?
Get personalized insights on wealth creation, tax optimization, and risk management from our expert partner. We would be happy to help map out your journey.
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