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
Raised in a family of accountants and lawyers, I was naturally drawn to a profession built on trust, guidance, and long-term security. Early on, I learned the value of strong relationships and their lasting impact.
This foundation was reinforced during my 12-year tenure at UBS — the world’s leading wealth management firm — where I gained deep insights into global financial markets and worked in London and New York, two of the world's top financial centers. These experiences shaped my approach to building, preserving, and transferring wealth with purpose.
At Imperial Edge Partners, I bring this global perspective and experience to develop personalized strategies that help you achieve — and surpass — your financial goals. My focus remains clear: trusted relationships, tailored advice, and consistent results.
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.
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.
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.
Our Calculators
Wondering about your retirement income needs, adequate life insurance coverage, the difference between the old and new tax regimes and which one suits you?
Our financial calculators are educational tools designed to provide estimates fodsr common financial questions. They aren't meant to predict future outcomes.
Simply click on a general financial topic below to access user-friendly calculators that can assist you in making informed decisions.
Click Here To Open the SIP Top-Up Calculator.
This Calculator will help you Elevate your financial journey, one boost at a time- because growing wealth should have its own annual upgrade plan.
Click Here To Open the SIP Calculator.
This Calculator will help you realize the potential of sipping your way to your investment goals with one smart investment at a time.
Click Here To Open the SIP + Lumpsum Calculator.
This Calculator will help you realize the potential of sipping your way to your investment goals with one smart investment at a time.
Click Here To Open The Retirement Calculator.
Retirement: because its time to stop earning a living and start living the dream - financially planned ofcourse.
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.
