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GM

George A. Mitra

AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
DELHI,
Some features on this profile are disabled
CRD#: 5897485
GM

Professional summary

George Aruvendra Mitra, who also goes by George Mitra, is a registered financial advisor currently at AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED .

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. George has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

George Mitra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Aruvendra Mitra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 7, 2011 - Present

AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

Office #1: Suite 22 A / B, The Aman Lodhi Road, Delhi
RIA
CRD#: 156771
DELHI,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
AVENDUS CAPITAL PRIVATE LTD. | AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD#: 156771 / SEC#: 801-72264

RIA
Registered Investment Advisory firm - (4/13/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/7/2011)

Exams

Current Firm

AW
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
AVENDUS CAPITAL PRIVATE LTD. | AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD#: 156771 / SEC#: 801-72264

RIA
Registered Investment Advisory firm - (4/13/2011 Approved)
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Contact information

Main Address
Platina Bldg 9th Floor, Plot No. C-59 Bandra Kurla Complex, Bandra (e),, Mumbai, 400 051
Mailing Address
Phone number
+91-22-6648-0909
Established
Firm type
Fiscal year end
# of Employees
174

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AWM ADV PART 2 (6/28/2025)

Regulatory assets under management

Total Number of Accounts461
AUM (Assets Under Management)$ 2,005,861,520

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD#: 156771Delhi

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