SEBI Registered Investment Adviser Regn No. INA1000000000

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About Us

What Sets Us Apart

  • SEBI Registered Advisory
  • Customized Portfolio Structuring
  • Expert Research & Insight-Driven Analysis
  • Long-Term Wealth Creation Focus
  • Mentorship and Training for Traders & Investors

Let’s Build Your Wealth With Trusted SEBI Registered Advisors

The Trading Mitra is a client-focused SEBI Registered Investment Advisory firm & Stock Market Academy led by experienced Chartered Accountants. We specialize in empowering investors with data-driven insights, personalized portfolio strategies, and risk-managed investment solutions to ensure long-term financial security. We focus on helping clients achieve sustainable wealth creation through disciplined investing across equity, derivatives, mutual funds.

Our Core Philosophy

At The Trading Mitra, we believe:

80% Mindset

20% Skillset

  • Success in the stock market isn’t just about knowing what to trade — it's about knowing when, how and why.
  • We focus on building the right mindset : patience, discipline, and emotional control.
  • Then we sharpen your skillset : fundamentals, technicals, and F&O strategies.

Our Process = Clarity + Consistency

We select instruments using a proven 5-step model:

one

Sector Analysis

two

Fundamentals

three

Valuation

four

Future Prospects

five

Data Analytics

We don’t teach gambling. We train investors to think, act, and grow like professionals

How Profitable Traders and Investors Think

"Even if you predict Nifty’s 500-point move — you still might lose. without the right strategy, timing, and mindset"

one

Mindset + Skillset + Patience = Profit

two

Macro Perspective Matters

three

No Tips, No Hype, Just Logic

four

Framework First, FOMO Never

five

Always Have a
Plan B

six

Think Big, Stay Disciplined

seven

Adapt Fast, Protect Capital, Win Long

eight

Zero Gambling, Only Calculated Moves

CA Rounak Agrawal

Partner, The Trading Mitra

Rounak is a qualified Chartered Accountant with deep expertise in equity markets, derivatives trading, and financial consulting. With a strong background in credit management and financial analysis, he brings a structured and risk-aware mindset to the investment process.

As a passionate trainer and mentor, he helps traders and investors master fundamental, technical, and derivative analysis, translating market theory into actionable strategies.

Helping traders and investors grow wealth with clarity, conviction, and consistency.

CA Suyash Singhaniya

Partner, The Trading Mitra

Suyash is a Chartered Accountant and SEBI Registered Research Analyst with a keen focus on market research, data analytics, and structured advisory. He has experience in studying market cycles, developing actionable investment frameworks, and guiding investors with discipline and clarity.

He specializes in research-backed investing and strategic asset allocation, ensuring clients make decisions based on fundamentals, valuation, and future prospects rather than emotion or hype.

We don’t chase returns. We build portfolios with purpose, research, and discipline.

Contact Us

If You Have Any Question, Feel Free to Contact With Us.

Important Information

Official Communication Channels for Investor Reference

Please note that communication is made only through:

Social Media Presence
Twitter
Telegram